We provide a comprehensive investment analysis by utilizing multiple tools, including Zephyr's Style Advisor, one of the most robust investment analytical tools available.
Each investment is evaluated by more than a dozen different and objective analytical measurements, including:
- Upside & Downside Capture
- Style: Correlation & Style Drift
- Performance: Excess Return & Tracking Error
- Risk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe Ratio
Performing this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability.