Zephyr Releases PSN Top Guns List for Q4 2024, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies
Zephyr, an Informa plc subsidiary, has released its Q4 2024 PSN Top Guns List, showcasing top-performing separate accounts, managed accounts, and managed ETF strategies. The PSN SMA database encompasses over 2,800 firms, 285 universes, and 21,000+ products with nearly 40 years of historical data.
Despite two 25-basis-point Federal Reserve cuts, the Bloomberg U.S. Aggregate index declined -3.06% due to sticky inflation. Notable performers include Morgan Stanley Investment Management's Advantage (+20.4%), Goldman Sachs Asset Management's Japan Strategic Equity (+5.0%), and Arena Capital Advisors' Strategic Short Duration High Yield Composite (+5.8%).
Zephyr has also introduced the PSN Manager Advantage program, offering digital coverage, brand publicity, and market intelligence packages for enhanced SMA visibility and marketing.
Zephyr, una filiale di Informa plc, ha pubblicato la sua PSN Top Guns List per il quarto trimestre del 2024, presentando i conti separati, i conti gestiti e le strategie ETF gestite con le migliori performance. Il database PSN SMA comprende oltre 2.800 aziende, 285 universi e più di 21.000 prodotti con quasi 40 anni di dati storici.
Nonostante due tagli di 25 punti base da parte della Federal Reserve, l'indice Bloomberg U.S. Aggregate è diminuito del -3,06% a causa dell'inflazione persistente. Tra i performer notevoli ci sono l'Advantage di Morgan Stanley Investment Management (+20,4%), il Japan Strategic Equity di Goldman Sachs Asset Management (+5,0%) e il Strategic Short Duration High Yield Composite di Arena Capital Advisors (+5,8%).
Zephyr ha anche introdotto il programma PSN Manager Advantage, che offre copertura digitale, pubblicità del marchio e pacchetti di intelligence di mercato per una maggiore visibilità e marketing degli SMA.
Zephyr, una subsidiaria de Informa plc, ha lanzado su PSN Top Guns List para el cuarto trimestre de 2024, mostrando las cuentas separadas, las cuentas gestionadas y las estrategias de ETF gestionadas con mejor rendimiento. La base de datos PSN SMA abarca más de 2,800 empresas, 285 universos y más de 21,000 productos con casi 40 años de datos históricos.
A pesar de dos recortes de 25 puntos básicos por parte de la Reserva Federal, el índice Bloomberg U.S. Aggregate cayó un -3.06% debido a la inflación persistente. Los destacados incluyen el Advantage de Morgan Stanley Investment Management (+20.4%), el Japan Strategic Equity de Goldman Sachs Asset Management (+5.0%) y el Strategic Short Duration High Yield Composite de Arena Capital Advisors (+5.8%).
Zephyr también ha introducido el programa PSN Manager Advantage, que ofrece cobertura digital, publicidad de marca y paquetes de inteligencia de mercado para una mayor visibilidad y marketing de los SMA.
제퍼(Zephyr)는 Informa plc의 자회사로서 2024년 4분기 PSN 탑건 리스트를 발표했습니다. 이 리스트는 성과가 우수한 별도 계좌, 관리 계좌 및 관리 ETF 전략을 보여줍니다. PSN SMA 데이터베이스는 2,800개 이상의 기업, 285개의 유니버스 및 21,000개 이상의 제품을 포함하고 있으며, 거의 40년의 역사적 데이터를 보유하고 있습니다.
연방준비제도(Federal Reserve)의 두 차례 25베이시스 포인트 금리 인하에도 불구하고, 블룸버그 미국 종합 지수는 지속적인 인플레이션으로 인해 -3.06% 하락했습니다. 주목할 만한 성과를 낸 항목으로는 모건 스탠리 투자 관리의 어드밴티지(+20.4%), 골드만 삭스 자산 관리의 일본 전략 주식(+5.0%), 아레나 캐피탈 어드바이저스의 전략적 단기 고수익 복합체(+5.8%)가 있습니다.
제퍼는 또한 PSN 매니저 어드밴티지 프로그램을 도입하여 디지털 커버리지, 브랜드 홍보 및 시장 정보 패키지를 제공하여 SMA의 가시성과 마케팅을 향상시킵니다.
Zephyr, une filiale d'Informa plc, a publié sa PSN Top Guns List pour le quatrième trimestre 2024, mettant en avant les comptes séparés, les comptes gérés et les stratégies ETF gérées les plus performants. La base de données PSN SMA comprend plus de 2 800 entreprises, 285 univers et plus de 21 000 produits avec près de 40 ans de données historiques.
Malgré deux baisses de 25 points de base de la Réserve fédérale, l'indice Bloomberg U.S. Aggregate a diminué de -3,06 % en raison d'une inflation persistante. Parmi les performances notables figurent l'Advantage de Morgan Stanley Investment Management (+20,4 %), le Japan Strategic Equity de Goldman Sachs Asset Management (+5,0 %) et le Strategic Short Duration High Yield Composite d'Arena Capital Advisors (+5,8 %).
Zephyr a également introduit le programme PSN Manager Advantage, qui offre une couverture numérique, une publicité de marque et des packages d'intelligence de marché pour une meilleure visibilité et un meilleur marketing des SMA.
Zephyr, eine Tochtergesellschaft von Informa plc, hat ihre PSN Top Guns Liste für das 4. Quartal 2024 veröffentlicht, die die leistungsstärksten separaten Konten, verwalteten Konten und verwalteten ETF-Strategien zeigt. Die PSN SMA-Datenbank umfasst über 2.800 Unternehmen, 285 Universen und über 21.000 Produkte mit fast 40 Jahren historischer Daten.
Trotz zweier Zinssenkungen um 25 Basispunkte durch die Federal Reserve fiel der Bloomberg U.S. Aggregate Index um -3,06% aufgrund von hartnäckiger Inflation. Zu den bemerkenswerten Performern gehören das Advantage von Morgan Stanley Investment Management (+20,4%), das Japan Strategic Equity von Goldman Sachs Asset Management (+5,0%) und das Strategic Short Duration High Yield Composite von Arena Capital Advisors (+5,8%).
Zephyr hat auch das Programm PSN Manager Advantage eingeführt, das digitale Abdeckung, Markenwerbung und Marktintelligenzpakete für verbesserte SMA-Sichtbarkeit und Marketing bietet.
- Top Large Growth strategy achieved +20.4% quarterly return
- Leading Japan strategy gained +5.0% in Q4
- Best High Yield strategy returned +5.8% for the quarter
- Database expanded to 21,000+ investment products
- Bloomberg U.S. Aggregate index fell -3.06% in Q4
- Sticky inflation persisted despite Fed rate cuts
- Fed signals fewer rate cuts than market expected
"The final quarter of 2024 was defined by both volatility and resilience, success in these markets required relentless effort, rigorous research, and disciplined execution," says PSN Product Manager Nick Williams. "PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today's complex and rapidly evolving market conditions."
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 the Federal Reserve (Fed) implementing two 25 basis point cuts during the quarter, the Bloomberg
Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Large Growth Universe.
- Morgan Stanley Investment Management: Advantage (+
20.4% for the quarter) - Barton Investment Management, LLC.: Barton Focused Growth (+
20.2% for the quarter) - Lord, Abbett & Co., LLC.: Growth Equity (+
13.6% for the quarter)
The following strategies made the PSN Top Guns list for the Japan Universe.
- Goldman Sachs Asset Mgmt.: Japan Strategic Equity (+
5.0% for the quarter) - GMO: GMO Usonian Japan Value Strategy (+
4.9% for the quarter) - T. Rowe Price: Japan Equity Strategy (-
0.7% for the quarter)
Below are some of the strategies that make up the PSN Top Guns High Yield Universe.
- Arena Capital Advisors: Arena Strategic Short Duration High Yield Composite (+
5.8% for the quarter) - Loomis, Sayles & Company, L.P.: Opportunistic Securitized Credit (+
5.1% for the quarter) - Pacific Income Advisors, Inc.: High Yield (+
1.8% 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 Q4 2024 PSN 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.
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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