Data & Research July 30, 2012

Zephyr Adds Mutual Fund Data to Its Website

StyleAdvisor.com features multiple tabs, including peer comparison and risk return, to permit advisers to drill down deeper.

Reported by

The website previously only contained information on separately managed accounts (SMAs), and is now written in HTML5, enabling access from iPads, tablets and smartphones.

“We decided to start with a high level overview and allow the adviser to drill down deeper to get all the information they need about a particular fund,” said Zephyr Chief Executive Officer Will Clemens. “This upgrade of the Zephyr Analytics Center marks a major step forward in our technological evolution and a further demonstration of our commitment to providing investment professionals with the cutting-edge technology they need.”

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The enhanced analytics are also available on Zephyr’s OnDemand, which advisers can use to generate compliance-approved reports from any location. Zephyr has also simultaneously updated this tool to allow advisers to compare mutual funds and SMAs against multiple benchmarks.

Clemens added: “The availability of mutual fund data on StyleAdvisor.com should serve to introduce the range of Zephyr’s offerings to even more investment professionals, while the expanded suite of tools in Zephyr OnDemand will increase users’ operational efficiency and allow them to focus more of their time and energy on serving the needs of their clients or developing new business.”

 

Deals & People July 30, 2012

Allianz Appoints Senior Director of Strategy

Allianz Life Insurance Co. of North America (Allianz Life) promoted Emily Reitan to senior director of strategy and business development.
Reported by

Reitan is responsible for Allianz Life’s market and business development strategy, marketing planning and the company’s retirement strategy. She reports to Nancy Jones, Allianz Life’s chief marketing officer, and will work with leaders across the company.

Before this, Reitan was director of executive projects. In this role, she managed the office of the CEO and reported to President and CEO Walter White and his predecessor, Gary C. Bhojwani. She led strategic projects on behalf of the CEO and coordinated deliverables for the parent company, Allianz SE, and other operating entities within Allianz globally. Reitan also served as the chief financial officer for Questar Capital, a subsidiary of Allianz Life, responsible for modeling, business planning, regulatory reporting and audits. Before joining Allianz Life in 2005, Reitan was a senior financial analyst for Cardinal Health, based in San Diego.

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“Emily brings a wealth of expertise to this role and will be integral in leading business development strategies for Allianz Life,” Jones said. “Her demonstrated ability to synthesize complex information, make innovative recommendations and influence others will be critically important to helping us deliver on our objectives.”

Reitan received her B.A. in economics and political science from the University of Puget Sound in Tacoma, Washington. She also earned an M.A.in international economic policy from American University in Washington, D.C. Reitan is a financial and operations principal and holds FINRA Series 7, 24 and 27 registrations.

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