Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Welcome to Information!

Informa Investment Solutions’ blog is a useful tool for the latest information on the financial industry, our software and our organization. Visit on a regular basis for a collection of best practices, valuable tips and tricks, discussions on Informa’s research papers and case studies and much more. Also, we invite you to comment on posts and make topic suggestions. We welcome your feedback and trust Information will be a beneficial resource for you.

Keeping Longevity From Killing Your Clients’ Retirement

Jul 20, 2017 Ryan Nauman
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

Factoring in Factors

Jun 22, 2017 Ryan Nauman
Over the past few years, factor investing, or so-called “smart beta” investment strategies, have been wildly popular—among investment product providers, at least.

Passive Investments: Far From Perfect

May 11, 2017 Ryan Nauman
Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups.

Inflation - Risks and Opportunities

Apr 18, 2017 Ryan Nauman
Below we examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

New to Zephyr OnDEMAND? The Analytics Center.

Mar 29, 2017 Jeremy Poulin
This blog post is the final post of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. The second blog titled “New to Zephyr OnDEMAND? Learn how to Create Blends”, discusses the steps for creating blends and using those blends in reports on ZOD. This post will go over how to use the Analytics Center.

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