Zephyr Releases PSN Mid-Year Outlook Showcasing Opportunities for Investing in Separately Managed Accounts (SMAs) for 2024 and Beyond
Zephyr, a subsidiary of Informa plc, has released the PSN Mid-Year Outlook for 2024, showcasing opportunities for investing in Separately Managed Accounts (SMAs). The outlook highlights insights from asset management firms on SMAs' popularity and growth, with a focus on customization, AI investment potential, lower volatility growth, and unique attributes compared to traditional investment vehicles. The release also celebrates PSN's 40th anniversary as the longest-running SMA database, offering subscribers access to historical data, compliance information, and detailed asset breakdowns.
The PSN Mid-Year Outlook offers valuable insights for investors and asset managers looking to capitalize on the growth of Separately Managed Accounts (SMAs) in 2024 and beyond.
The release highlights the contributions of leading asset management firms in providing expertise on SMAs, customization, AI investment potential, and unique portfolio attributes.
PSN's 40th anniversary celebration underscores the platform's longevity and commitment to delivering comprehensive SMA data, serving the needs of various financial professionals.
The availability of accurate, detailed, and up-to-date information on PSN enables subscribers to access key data points such as asset breakdowns, compliance details, and ESG factors for informed investment decisions.
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The following firms contributed:
Navigating Inflation with SMAs - Martin Investment Management, LLC
Viewer Discretion Advised - Tannin Capital
Why SMAs Are Gaining Ground With Advisors in Wealth Management Portfolios - PIMCO
SMA strategies with an emphasis on intrinsic value, and their appeal to business owner investors - Level Four Capital Management
Driving Portfolio Performance by Identifying Business Mix Transitions - Palouse Capital Management
The Evolution of Outsourcing: What's Driving Trends in the Middle-Office - STP Investment Services
Exploring The Benefits of Customization in Separately Managed Accounts (SMAs) - Aapryl
Consultant Databases: Creating profiles that increase opportunity to raise AUM - Data-Centrix
Eye on AI: Assessing the Investment Potential of Artificial Intelligence - Zevenbergen Capital Investments
The Opportunity for Lower Volatility Growth - Sawgrass Asset Management LLC
Making Separately Managed Accounts part of your investment strategy - Capital Wealth Planning LLC
One Size Doesn't Fit All - The Advantages of SMAs and A Different Way to Invest Responsibly - Horizon Investment Services
Growth or Value… Why Not Choose Both! - Aurora
How SMAs Offer Unique Attributes Relative to Traditional Investment Vehicles - Focus Point Solutions
The PSN Mid-Year Outlook can be accessed online – here.
This year marks the 40th Anniversary of PSN as the longest running SMA database in the world. In addition to decades of historical data, subscribers gain access to accurate, detailed, and up-to-date information showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings.
"As we embark on our next decade which will culminate into PSN's half century mark, I want to reinforce our promise to the strategy managers, plan sponsors, advisors, asset managers, analysts and more," says Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr. "We will continue to build a powerful financial ecosystem that is focused on delivering the most comprehensive SMA data, serving the needs and goals of our customers and clients."
Additionally, PSN's Annual SMA Poll takes the temperature of SMA investing across different firm types and asset classes. Investment professionals are encouraged to take the poll which can be accessed here.
About PSN
For four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr's PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database. It provides comprehensive data on asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details visit PSN online to learn more.
About Zephyr
Zephyr's is the industry's most awarded financial services software earning top honors for data and research, technology platform and most recently "Best Overall Analytics Platform" in the 2024 FinTech Breakthrough Awards. The solution offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers investment professionals with financial technology to navigate a bullish or bearish market. Zephyr's investment management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.
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SOURCE Zephyr
FAQ
What is the main focus of Zephyr's PSN Mid-Year Outlook for 2024?
Which anniversary is PSN celebrating this year?
What type of information can subscribers access on PSN's platform?
Who is Chris Volpe, and what role does he play in Zephyr?
How can investment professionals participate in PSN's Annual SMA Poll?
