Zephyr Releases PSN Top Guns List for Q2 2024, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies
Zephyr, an Informa plc subsidiary, has released its PSN Top Guns List for Q2 2024, highlighting top-performing separate accounts, managed accounts, and managed ETF strategies. This quarter's list focuses on AI-themed stocks boosting equities. The PSN SMA database, celebrating its 40th anniversary, remains a important resource for investment professionals. For the first time, the list of winners is openly available.
Notable performers include:
- Fidelity Institutional Asset Mgmt.'s Concentrated Blue-Chip Growth (+11.5%)
- BlackRock FE India (+13.0%)
- Diamond Hill Capital Management's Short Duration Sec Bond (+2.3%)
Market Strategist Ryan Nauman noted that Federal Reserve interest rate decisions remained the primary focus for equity investors, with increased optimism for a soft landing and potential rate cuts.
Zephyr, una filiale di Informa plc, ha pubblicato la sua PSN Top Guns List per il Q2 2024, evidenziando i migliori conti separati, conti gestiti e strategie ETF gestite. La lista di questo trimestre si concentra su azioni a tema AI che stimolano le azioni. Il database PSN SMA, che celebra il suo 40° anniversario, rimane una risorsa importante per i professionisti degli investimenti. Per la prima volta, la lista dei vincitori è disponibile pubblicamente.
Tra i performer degni di nota figurano:
- Fidelity Institutional Asset Mgmt.'s Concentrated Blue-Chip Growth (+11,5%)
- BlackRock FE India (+13,0%)
- Diamond Hill Capital Management's Short Duration Sec Bond (+2,3%)
Il stratega di mercato Ryan Nauman ha notato che le decisioni sui tassi di interesse della Federal Reserve rimangono il principale focus per gli investitori azionari, con un ottimismo crescente per un atterraggio morbido e potenziali riduzioni dei tassi.
Zephyr, una subsidiaria de Informa plc, ha lanzado su Lista de Mejores Guns PSN para el Q2 2024, destacando las cuentas separadas, cuentas gestionadas y estrategias de ETF gestionadas con mejor rendimiento. La lista de este trimestre se centra en acciones relacionadas con IA que impulsan las acciones. La base de datos PSN SMA, que celebra su 40° aniversario, sigue siendo un recurso importante para los profesionales de la inversión. Por primera vez, la lista de ganadores está disponible públicamente.
Entre los destacados se encuentran:
- El Crecimiento Concentrado de Blue-Chip de Fidelity Institutional Asset Mgmt. (+11,5%)
- BlackRock FE India (+13,0%)
- El Bono Secuenciado de Duración Corta de Diamond Hill Capital Management (+2,3%)
El estratega de mercado Ryan Nauman señaló que las decisiones sobre las tasas de interés de la Reserva Federal siguen siendo el enfoque principal para los inversores en acciones, con un optimismo creciente por un aterrizaje suave y posibles recortes de tasas.
Zephyr는 Informa plc의 자회사로서 2024년 2분기 PSN Top Guns List를 발표하며 최고의 성과를 나타낸 개별 계좌, 관리 계좌 및 관리 ETF 전략을 강조했습니다. 이번 분기의 리스트는 주식을 향상시키는 AI 테마 주식에 초점을 맞추고 있습니다. 40주년을 맞은 PSN SMA 데이터베이스는 투자 전문가들에게 중요한 자원으로 남아있습니다. 처음으로, 수상자의 목록이 공개되었습니다.
주목할 만한 성과자는 다음과 같습니다:
- Fidelity Institutional Asset Mgmt.의 집중 블루칩 성장 (+11.5%)
- BlackRock FE 인도 (+13.0%)
- Diamond Hill Capital Management의 단기 채권 (+2.3%)
시장 전략가 Ryan Nauman은 연방준비제도(Federal Reserve)의 금리 결정이 주식 투자자들에게 가장 중요한 초점이 되고 있으며 부드러운 착륙과 잠재적 금리 인하에 대한 기대감이 높아지고 있다고 언급했습니다.
Zephyr, une filiale d'Informa plc, a publié sa Liste des Meilleurs Guns PSN pour le T2 2024, mettant en avant les comptes séparés, les comptes gérés et les stratégies ETF gérées les plus performants. La liste de ce trimestre se concentre sur les actions à thème IA qui stimulent les actions. La base de données PSN SMA, qui célèbre son 40e anniversaire, reste une ressource importante pour les professionnels de l'investissement. Pour la première fois, la liste des gagnants est disponible publiquement.
Les performers notables incluent :
- La Croissance Concentrée de Blue-Chip de Fidelity Institutional Asset Mgmt. (+11,5%)
- BlackRock FE Inde (+13,0%)
- Le Bon Sec de Durée Courte de Diamond Hill Capital Management (+2,3%)
Le stratège de marché Ryan Nauman a noté que les décisions de taux d'intérêt de la Réserve fédérale demeurent le principal sujet d'intérêt pour les investisseurs en actions, avec un optimisme accru pour un atterrissage en douceur et de possibles baisses de taux.
Zephyr, eine Tochtergesellschaft von Informa plc, hat ihre PSN Top Guns Liste für Q2 2024 veröffentlicht, die die leistungsstärksten separaten Konten, verwalteten Konten und verwalteten ETF-Strategien hervorhebt. Diese Quartalsliste konzentriert sich auf KI-Themenaktien, die Aktien ankurbeln. Die PSN SMA-Datenbank, die ihr 40-jähriges Bestehen feiert, bleibt eine wichtige Ressource für Anlageprofis. Erstmals ist die Liste der Gewinner öffentlich zugänglich.
Bemerkenswerte Performer sind:
- Fidelity Institutional Asset Mgmt.'s Concentrated Blue-Chip Growth (+11,5%)
- BlackRock FE Indien (+13,0%)
- Diamond Hill Capital Managements Short Duration Sec Bond (+2,3%)
Marktstratege Ryan Nauman merkte an, dass die Zinsentscheidungen der Federal Reserve nach wie vor der Hauptfokus für Aktieninvestoren bleiben, mit zunehmendem Optimismus für eine sanfte Landung und mögliche Zinssenkungen.
- PSN Top Guns List now openly available, increasing transparency for investors
- Strong performance in Mega Cap, Emerging Markets, and Short Maturity universes
- Increased investor optimism for a soft economic landing and potential rate cuts
- Ongoing concerns about economic overheating and stubborn inflation
AI themed stocks boost equities
"The PSN SMA database remains a central resource for plan sponsors, family offices and investment managers interested in finding strategies that match their clients' goals. We are committed to providing managers with the highest quality data, as well as a robust platform to market their products and strategies," says Nick Williams, Product Manager of PSN at Zephyr. "We have a lot of great things in the works with new targeted offerings for firms coming soon."
In addition to commemorating 20 years of PSN Top Guns, PSN is celebrating 40 years this year as the longest running SMA database in the world. For the first time in two decades of PSN Top Guns, the list of winners is openly available here.
The PSN Mid-Year Outlook for 2024 marks the anniversaries with articles from leading SMAs firms including Martin Investment Management, LLC, Tannin Capital, PIMCO, Level Four Capital Management, Palouse Capital Management, STP Investment Services, Zevenbergen Capital Investments, Sawgrass Asset Management LLC, Capital Wealth Planning LLC, Horizon Investment Services, Aurora and Focus Point Solutions. The PSN Mid-Year Outlook for 2024 can be accessed here.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's PSN Top Guns list and noted, "The Feds' upcoming interest rate decisions continued to be the primary focus for equity investors during the quarter. Concerns about the economy overheating and inflation remaining stubborn gave way to increased optimism for a soft landing and rate cuts coming soon."
Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Mega Cap Universe:
- Fidelity Institutional Asset Mgmt.: Concentrated Blue-Chip Growth (+
11.5% for the quarter) - Principal Street Partners: PSP Quality Growth (+
9.7% for the quarter) - T. Rowe Price: US Large-Cap Core Growth Equity (+
9.7% for the quarter)
The following are some of the strategies that make up the PSN Top Guns list for the Emerging Markets Universe:
- BlackRock: BlackRock FE India (+
13.0% for the quarter) - Calamos Advisors LLC: Calamos Emerging Economies Strategy (+
12.1% for the quarter) - Wasatch Global Investors: Emerging India (+
11.9% for the quarter)
Below are some of the strategies that make up the PSN Top Guns Short Maturity Universe:
- Diamond Hill Capital Management, Inc: Diamond Hill Short Duration Sec Bond (+
2.3% for the quarter) - Loomis, Sayles & Company, L.P.: Senior Loan (+
1.9% for the quarter) - Newfleet Asset Management: Bank Loans Strategy (+
1.9% for the quarter)
Nauman's complete Q2 2024 Top Guns Commentary can be viewed on the company's website. The complete list of PSN Top Guns and an overview of the methodology, can be found here. If you would like to learn more about becoming a part of the PSN SMA database or would like to subscribe to PSN SMA data, visit PSN. Learn more about how you can contribute to PSN SMA Data here.
About PSN
For four decades, PSN has been a top resource for asset and wealth managers. Asset managers rely on Zephyr's PSN SMA database to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the database, showing 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 to learn more.
About Zephyr
Zephyr's award-winning asset and wealth management software 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 financial professionals to navigate a bullish or bearish market. Zephyr was recently honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform. Zephyr's asset and wealth 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, an Informa Company
FAQ
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