Zephyr Releases PSN Top Guns List for Q3 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 Q3 2024, showcasing top-performing separate accounts, managed accounts, and ETF strategies. The PSN SMA database includes over 2,800 firms, 285 universes, and 21,000+ products. Despite August's -8.5% decline, the S&P 500 recovered with a +5.89% quarterly return.
Notable performances include: Small Cap Value Universe leaders - Private Capital Management (+19.4%), Kennedy Capital Management (+18.5%); International Equity Universe top performers - Fisher Investments China A-Share (+25.9%), Baillie Gifford China Equities (+23.7%); and International Fixed Income Universe leaders - Barings Emerging Markets (+10.8%), Colchester Global Investors (+10.7%).
Zephyr, una filiale di Informa plc, ha pubblicato la sua PSN Top Guns List per il terzo trimestre del 2024, evidenziando i conti separati e gestiti di migliori performance, oltre alle strategie ETF. Il database PSN SMA include oltre 2.800 aziende, 285 universi e più di 21.000 prodotti. Nonostante il calo dell'8,5% di agosto, l'S&P 500 ha recuperato con un rendimento trimestrale del +5,89%.
Le performance degne di nota includono: i leader dell'Universo Small Cap Value - Private Capital Management (+19,4%), Kennedy Capital Management (+18,5%); i top performer dell'Universo Internazionale Equity - Fisher Investments China A-Share (+25,9%), Baillie Gifford China Equities (+23,7%); e i leader dell'Universo Internazionale Fixed Income - Barings Emerging Markets (+10,8%), Colchester Global Investors (+10,7%).
Zephyr, una subsidiaria de Informa plc, ha publicado su Lista de Mejores Guns PSN para el T3 de 2024, destacando las cuentas separadas, cuentas gestionadas y estrategias ETF de mejor rendimiento. La base de datos PSN SMA incluye más de 2,800 empresas, 285 universos y más de 21,000 productos. A pesar de la caída del -8.5% en agosto, el S&P 500 se recuperó con un retorno trimestral del +5.89%.
Las actuaciones notables incluyen: líderes del Universo Small Cap Value - Private Capital Management (+19.4%), Kennedy Capital Management (+18.5%); mejores desempeños del Universo Internacional Equity - Fisher Investments China A-Share (+25.9%), Baillie Gifford China Equities (+23.7%); y líderes del Universo Internacional de Renta Fija - Barings Emerging Markets (+10.8%), Colchester Global Investors (+10.7%).
제퍼(Zephyr)는 인포마 plc의 자회사로서 2024년 3분기 PSN 톱 건 리스트를 발표하며, 성과가 뛰어난 개별 계좌, 관리 계좌 및 ETF 전략을 소개했습니다. PSN SMA 데이터베이스에는 2,800개 이상의 회사, 285개의 영역 및 21,000개 이상의 제품이 포함되어 있습니다. 8월의 -8.5% 감소에도 불구하고 S&P 500 지수는 +5.89%의 분기 수익률로 회복했습니다.
주목할 만한 성과로는: 소형 가치 주식 우주의 선두주자 - 프라이빗 캐피탈 매니지먼트(+19.4%), 케네디 캐피탈 매니지먼트(+18.5%); 국제 주식 우주의 최고의 성과자 - 피셔 인베스트먼트 차이나 A-주식(+25.9%), 베일리 기포드 중국 주식(+23.7%); 그리고 국제 고정 수익 우주의 리더 - 베어링스 신흥 시장(+10.8%), 콜체스터 글로벌 인베스터스(+10.7%).
Zephyr, une filiale d'Informa plc, a publié sa Liste des Meilleurs Guns PSN pour le T3 2024, mettant en avant les comptes séparés, les comptes gérés et les stratégies ETF les plus performants. La base de données PSN SMA comprend plus de 2 800 entreprises, 285 univers et plus de 21 000 produits. Malgré une baisse de -8,5 % en août, le S&P 500 a récupéré avec un rendement trimestriel de +5,89 %.
Les performances notables incluent : les leaders de l'Univers Small Cap Value - Private Capital Management (+19,4 %), Kennedy Capital Management (+18,5 %) ; les meilleurs performers de l'Univers International Equity - Fisher Investments China A-Share (+25,9 %), Baillie Gifford China Equities (+23,7 %) ; et les leaders de l'Univers International Fixed Income - Barings Emerging Markets (+10,8 %), Colchester Global Investors (+10,7 %).
Zephyr, eine Tochtergesellschaft von Informa plc, hat ihre PSN Top Guns Liste für Q3 2024 veröffentlicht, die die leistungsstärksten separaten Konten, verwalteten Konten und ETF-Strategien zeigt. Die PSN SMA-Datenbank umfasst über 2.800 Firmen, 285 Universen und mehr als 21.000 Produkte. Trotz des Rückgangs um -8,5 % im August erholte sich der S&P 500 mit einer vierteljährlichen Rendite von +5,89 %.
Bemerkenswerte Leistungen umfassen: die Führer des Small Cap Value Universums - Private Capital Management (+19,4 %), Kennedy Capital Management (+18,5 %); die besten Performer des Internationalen Aktienuniversums - Fisher Investments China A-Share (+25,9 %), Baillie Gifford China Equities (+23,7 %); und die Führer des Internationalen festverzinslichen Universums - Barings Emerging Markets (+10,8 %), Colchester Global Investors (+10,7 %).
- Strong performance across multiple investment categories with returns up to 25.9%
- S&P 500 showed resilience with 5.89% quarterly return despite August volatility
- Extensive database coverage with 2,800+ firms and 21,000+ products
- Significant market volatility with -8.5% decline in August
Easing Monetary Policies Boost Global Markets
"Successful investment strategies demand relentless effort, in-depth research, and disciplined execution," says PSN Product Manager Nick Williams. "PSN Top Guns highlights the elite managers and teams whose expertise continues to drive the growth of SMAs in today's dynamic economic environment."
Asset and wealth managers use Zephyr's PSN to connect with institutional and retail investors. The PSN SMA database includes over 2,800 firms, 285 universes, and more than 21,000 products, detailing asset breakdowns, compliance, key personnel and more. PSN's unique feature is its extensive historical database, offering nearly 40 years of data, including net and gross-of-fee returns.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's PSN Top Guns list and noted, "Despite a pronounced uptick in volatility during the third quarter which resulted in a -
Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Small Cap Value Universe.
- Private Capital Management: Value Equity (+
19.4% for the quarter) - Kennedy Capital Management LLC: Bank Sector (+
18.5% for the quarter) - Schafer Cullen Capital Management: Small Cap Value Equity (+
14.5% for the quarter)
The following strategies made the PSN Top Guns list for the International Equity Universe.
- Fisher Investments: China A-Share Equity (+
25.9% for the quarter) - Baillie Gifford Overseas Limited: China Equities (+
23.7% for the quarter) - Mondrian Investment Partners Limited: China Concentrated Equity (+
23.0% for the quarter)
Below are some of the strategies that make up the PSN Top Guns International Fixed Income Universe.
- Barings: Emerging Markets Local Debt (+
10.8% for the quarter) - Colchester Global Investors Limited: International Fixed Income Unhedged (+
10.7% for the quarter) - Mondrian Investment Partners Limited: Emerging Markets Debt - Local (+
10.4% for the quarter)
In addition to showcasing PSN Top Guns strategies, Zephyr has launched a robust promotional and market intelligence package program, the PSN Manager Advantage. The promotional package offers digital coverage and brand publicity, featuring ongoing marketing and a dedicated landing page to educate visitors about individual SMAs. The market intelligence Package provides actionable market insights from the PSN Database, enhancing your exposure and branding. Visit https://informaconnect.com/zephyr/psntopgunsmanageradvantage/ to learn more.
Nauman's complete Q3 2024 Top Guns Commentary can be viewed on the company's website. The complete PSN Top Guns list and an overview of the methodology, can be found here. If you would like to learn more about becoming a part of the PSN database or would like to subscribe to PSN data, visit PSN.
The PSN Mid-Year Outlook for 2024 highlights thought leadership in asset management 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.
About PSN
For four decades, PSN has been a top resource for asset and wealth managers. 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 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 online 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 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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