SMA Podcasts
Inside SMAs, A to Zephyr and Adjusted for Risk
Zephyr's PSN has introduced the "Inside SMAs" podcast, a monthly program dedicated to exploring trends and delivering valuable insights in the Separately Managed Accounts. The podcast is hosted by Ryan Nauman, a prominent market strategist whose expertise has been featured in leading outlets. The program will feature researchers, analysts, investment professionals, and asset managers, all sharing unique perspectives and trends essential for navigating this evolving industry. The goal of helping firms maximize the potential of Zephyr's PSN SMA data and Informa's extensive network while providing contributors with an opportunity to showcase their strategies.
Follow Inside SMAs here
Locate the perfect SMA by using Zephyr
Zephyr's Market Strategist, Ryan Nauman, provides insights and trends on what is making news in the investment industry from alternative investments and ETFs to crypto investments and Separately Managed Accounts (SMAs).
In this episode, Nauman delves into the investment landscape of 2025, where AI and tech innovations drive markets, but high valuations raise caution. Ryan is joined by Vickie Lewin, Chief Growth Officer, and David Hatfield, Chief Technology Officer at Amplify, to discuss the risks and opportunities in investment. They explore Amplify's Quantum Risk tool designed to help advisors and clients understand and manage investment risk effectively.
Follow Adjusted for Risk here
A to Zephyr is a podcast hosted by Zephyr's own market strategist, Ryan Nauman, which aims to cover contemporary industry topics from A to Z, through the lens of Zephyr. Topics include asset allocation, proposal generation, risk assessment and more.
Delve into A to Zephyr's discussions on asset allocation, alternatives and other contemporary wealth topics where experts delve into key economic indicators, risk-adjusted returns and market trends to empower managers and advisors in enhancing their investment strategies, further fostering stronger client relationships.
Other areas of discussion are set to include proposal generation and portfolio analytics. These discussions will further unveil effective strategies for crafting compelling investment proposals aligned with client objectives, leveraging the efficiency of Zephyr's financial services software. Identifying power of cutting-edge portfolio analytics tools provided by Zephyr and their impact on client portfolios from in-depth insights, to forecasting through methods such as Monte-Carlo simulations. Zephyr ensures managers with the tools to make informed decisions in the evolving industry of wealth management.
A to Zephyr episode 5, “Why You Should Embrace Separately Managed Accounts” discusses the profound power of Separately Managed Accounts with commentary and discussion from host Ryan Nauman, alongside Randy Jones and Nick Williams. This episode highlights the trend towards personalized investment strategies and how Zephyr’s state-of-the-art technology and the extensive PSN database are pivotal in this shift.
Follow the podcast here and wherever podcasts are available. Follow @zephyrfinancialsolutions on Linkedin for new episodes.
