Zephyr Partners with Aapryl to Shift Focus from Performance to Skill Reporting
Event summary
- Zephyr, an Informa subsidiary, has partnered with Aapryl to integrate skill analytics into its wealth management software.
- Aapryl's Manager Skills Reporting uses proprietary regression and portfolio replication to isolate active investment decisions.
- The partnership aims to help asset managers quantify and communicate their value beyond market exposure.
- Aapryl is a subsidiary of Xponance, which manages $22 billion in AUM.
The big picture
The partnership reflects a broader industry trend toward greater transparency in investment performance. By quantifying skill beyond market returns, Zephyr and Aapryl are addressing institutional investors' demand for more nuanced performance metrics. This shift could redefine how asset managers demonstrate value, particularly as competition intensifies for institutional consultant mandates.
What we're watching
- Adoption Pace
- How quickly asset managers will integrate skill reporting into their investor communications.
- Competitive Response
- Whether rivals will develop similar skill analytics tools to differentiate their offerings.
- Industry Shift
- The pace at which the investment management industry moves from returns-based to skill-based evaluation.
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