Informa Financial Intelligence's Zephyr Announces PSN Top Guns Award Recipients for Q2 2020

Rhea-AI Summary

Informa Financial Intelligence's Zephyr announced its Q2 2020 PSN Top Guns designations, recognizing investment managers who outperform benchmarks. Zephyr's performance screens assess managers based on market correlation, return consistency, and risk. Highlighted winners include Advisory Research, Inc. and Mellon Investments Corporation in the U.S. Mid-Cap Growth Universe, and Pinnacle Associates Ltd in the EAFE Equity Universe. The PSN Top Guns designation helps allocators identify high-performing SMA managers, particularly beneficial amid market volatility.

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• Recognition of top-performing SMA managers with the PSN Top Guns designation.
• Highlighting significant quarterly returns from multiple top managers across various universes.

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• None.

NEW YORK, Aug. 20, 2020 /PRNewswire/ -- Informa Financial Intelligence's Zephyr, a subsidiary of Informa plc (LSE: INF) and worldwide industry leader in providing data, research and insights to financial institutions, announced today its Q2 2020 PSN Top Guns designations.  The award highlights participants who outperform their relative benchmarks, allowing allocators to identify the best SMA managers more easily for high net worth, ultra-high net worth and institutional clients.

Zephyr's PSN Top Guns performance screens evaluate managers within Zephyr's proprietary SMA database against key criteria analyzing correlation to the market, consistency of returns and risk. To access the complete list of PSN Top Guns and details about the methodology, visit: https://psn.fi.informais.com/register/register.asp (no cost to register).

"Congratulations to all the managers awarded a Q2 2020 PSN Top Gun ranking," said Ryan Nauman, Market Strategist at Informa Financial Intelligence's Zephyr. "With volatility having crept back into the markets, active managers have an opportunity to showcase their disciplined approach. A PSN Top Guns designation recognizes the success, excellence and outperformance of those leading investment managers."

In the criteria, products are ranked in six proprietary star categories in over 50 'Universes.' Based on market conditions in Q2 2020, a few notable 'Universes' and strategies awarded Top Guns status within them, include:

• PSN Top Guns U.S. Mid-Cap Growth Universe
• Advisory Research, Inc.: U.S. Mid Cap Growth (+49.1% for the quarter)
• Mellon Investments Corporation: US Mid Cap Growth Equity (+43.7% for the quarter)
• Wellington Management Company LLP: Mid Cap Growth Horizons (+42.5% for the quarter)
• PSN Top Guns EAFE Equity Universe
• Pinnacle Associates Ltd: International Small Cap Equity (+55.7% for the quarter)
• Oberweis Asset Mgmt, Inc.: International Select (+52.2% for the quarter)
• Baillie Gifford Overseas Limited: International Growth (+36.7% for the quarter)
• PSN Top Guns Core Plus Universe
• Advisors Asset Management: Core Plus Portfolio (+14.9% for the quarter)
• Neuberger Berman: Opportunistic Credit (+12.2% for the quarter)
• Insight Investment Mgnmt Limited: US Select Income (+11.1% for the quarter)

Included with the rankings is Zephyr's recently launched PSN Top Guns Model Portfolios, which leverages Zephyr's exclusive SMA data and quarterly ranking commentary to demonstrate how advisors can construct diversified portfolios and showcases active and passive model performance. For additional information, visit: https://pages.financialintelligence.informa.com/psn-sma-model-portfolios.

For information on the PSN SMA data, visit: https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma. To directly purchase Zephyr's PSN SMA database, contact: Margaret.Tobiasen@informa.com.

About Informa Financial Intelligence's Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI's Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and asset managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com.

MEDIA CONTACT:    
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com

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SOURCE Informa Financial Intelligence

FAQ

What are the Q2 2020 PSN Top Guns designations by Informa Financial Intelligence's Zephyr?

The PSN Top Guns designations by Zephyr highlight investment managers who outperform their benchmarks, helping allocators identify top SMA managers.

Which companies received recognition in the U.S. Mid-Cap Growth Universe for Q2 2020?

For Q2 2020, Advisory Research, Inc. (+49.1%), Mellon Investments Corporation (+43.7%), and Wellington Management Company LLP (+42.5%) were recognized in the U.S. Mid-Cap Growth Universe.

What was the performance of Pinnacle Associates in the Q2 2020 PSN Top Guns designations?

Pinnacle Associates Ltd received recognition for an impressive return of +55.7% in the International Small Cap Equity category.

How does Zephyr's PSN Top Guns ranking methodology work?

The PSN Top Guns rankings evaluate managers based on correlation to the market, consistency of returns, and risk, using Zephyr's proprietary SMA database.

Where can I find the complete list of PSN Top Guns for Q2 2020?

The complete list of PSN Top Guns can be accessed by registering at Zephyr's PSN website.