Zephyr Releases PSN Top Guns Managers of the Decade 2024 Showcasing High Performing SMAs Over a 10-Year Period
Zephyr, an Informa plc subsidiary, has announced its PSN Top Guns Managers of the Decade 2024 list, recognizing outstanding separately managed accounts (SMAs) over a 10-year period. Winners demonstrated GIPS compliance, maintained a 10-year R-Squared value of .8 or higher to their style benchmark, and outperformed with lower standard deviation.
The awards highlighted exceptional performance across three categories:
- U.S. Large Growth: Led by Broadleaf Partners (+18.0%), Fiera Capital (+17.4%), and Loomis, Sayles & Company (+17.3%)
- EAFE Universe: Topped by PIMCO (+9.7%), MFS Investment Management (+8.4%), and Acadian Asset Management (+8.1%)
- Core Fixed Universe: Best performers included Brown Brothers Harriman (+3.8%), Templeton Financial Services (+3.1%), and Belle Haven Investments (+3.0%)
The Russell 3000 index posted +12.55% returns over the decade, with 2024 showing strong performance driven by mega tech stocks and AI boom.
Zephyr, una filiale di Informa plc, ha annunciato la sua lista dei PSN Top Guns Managers of the Decade 2024, riconoscendo conti gestiti separatamente (SMA) eccezionali nel corso di un periodo di 10 anni. I vincitori hanno dimostrato conformità ai GIPS, mantenendo un valore R-Squared di 10 anni di .8 o superiore rispetto al loro benchmark di stile, e hanno superato le aspettative con una minore deviazione standard.
Gli premi hanno messo in evidenza performance eccezionali in tre categorie:
- U.S. Large Growth: Guidata da Broadleaf Partners (+18.0%), Fiera Capital (+17.4%) e Loomis, Sayles & Company (+17.3%)
- EAFE Universe: Toppata da PIMCO (+9.7%), MFS Investment Management (+8.4%) e Acadian Asset Management (+8.1%)
- Core Fixed Universe: I migliori performer includevano Brown Brothers Harriman (+3.8%), Templeton Financial Services (+3.1%) e Belle Haven Investments (+3.0%)
L'indice Russell 3000 ha registrato un rendimento del +12.55% nel decennio, con il 2024 che mostra forti performance trainate da mega azioni tecnologiche e dal boom dell'IA.
Zephyr, una subsidiaria de Informa plc, ha anunciado su lista de PSN Top Guns Managers of the Decade 2024, reconociendo cuentas gestionadas por separado (SMA) excepcionales durante un período de 10 años. Los ganadores demostraron cumplimiento con GIPS, mantuvieron un valor R-Squared de 10 años de .8 o más en comparación con su índice de estilo y superaron las expectativas con una menor desviación estándar.
Los premios destacaron un rendimiento excepcional en tres categorías:
- U.S. Large Growth: Liderada por Broadleaf Partners (+18.0%), Fiera Capital (+17.4%) y Loomis, Sayles & Company (+17.3%)
- EAFE Universe: Encabezada por PIMCO (+9.7%), MFS Investment Management (+8.4%) y Acadian Asset Management (+8.1%)
- Core Fixed Universe: Los mejores rendimientos incluyeron a Brown Brothers Harriman (+3.8%), Templeton Financial Services (+3.1%) y Belle Haven Investments (+3.0%)
El índice Russell 3000 registró un rendimiento del +12.55% durante la década, con 2024 mostrando un fuerte rendimiento impulsado por acciones tecnológicas mega y el auge de la IA.
제퍼(Zephyr)는 인포마 plc의 자회사로서 2024년 10년간의 PSN 탑건 매니저 목록을 발표하여 10년 동안의 뛰어난 별도 관리 계좌(SMA)를 인정했습니다. 수상자들은 GIPS 준수를 입증하고, 스타일 벤치마크에 대해 10년 R-제곱 값이 .8 이상을 유지하며, 낮은 표준 편차로 성과를 초과 달성했습니다.
이 상은 세 가지 카테고리에서의 뛰어난 성과를 강조했습니다:
- 미국 대형 성장: Broadleaf Partners(+18.0%), Fiera Capital(+17.4%), Loomis, Sayles & Company(+17.3%)가 이끌었습니다.
- EAFE 유니버스: PIMCO(+9.7%), MFS Investment Management(+8.4%), Acadian Asset Management(+8.1%)가 선두를 차지했습니다.
- 코어 고정 유니버스: Brown Brothers Harriman(+3.8%), Templeton Financial Services(+3.1%), Belle Haven Investments(+3.0%)가 포함되었습니다.
러셀 3000 지수는 10년 동안 +12.55%의 수익률을 기록했으며, 2024년에는 메가 기술 주식과 AI 붐에 힘입어 강력한 성과를 보였습니다.
Zephyr, une filiale d'Informa plc, a annoncé sa liste des PSN Top Guns Managers of the Decade 2024, reconnaissant des comptes gérés séparément (SMA) exceptionnels sur une période de 10 ans. Les lauréats ont démontré leur conformité aux GIPS, ont maintenu une valeur R-Carré de 10 ans de .8 ou plus par rapport à leur indice de style, et ont surpassé les attentes avec une plus faible déviation standard.
Les prix ont mis en avant des performances exceptionnelles dans trois catégories:
- U.S. Large Growth: Menée par Broadleaf Partners (+18.0%), Fiera Capital (+17.4%) et Loomis, Sayles & Company (+17.3%)
- EAFE Universe: Dominée par PIMCO (+9.7%), MFS Investment Management (+8.4%) et Acadian Asset Management (+8.1%)
- Core Fixed Universe: Les meilleurs performeurs comprenaient Brown Brothers Harriman (+3.8%), Templeton Financial Services (+3.1%) et Belle Haven Investments (+3.0%)
L'indice Russell 3000 a affiché un rendement de +12.55% au cours de la décennie, avec 2024 montrant de fortes performances soutenues par les méga-actions technologiques et le boom de l'IA.
Zephyr, eine Tochtergesellschaft von Informa plc, hat ihre Liste der PSN Top Guns Managers of the Decade 2024 veröffentlicht, die herausragende separat verwaltete Konten (SMAs) über einen Zeitraum von 10 Jahren anerkennt. Die Gewinner wiesen GIPS-Konformität nach, hielten einen R-Quadrat-Wert von 10 Jahren von .8 oder höher im Vergleich zu ihrem Stil-Benchmark und übertrafen die Erwartungen mit einer niedrigeren Standardabweichung.
Die Auszeichnungen hoben außergewöhnliche Leistungen in drei Kategorien hervor:
- U.S. Large Growth: Angeführt von Broadleaf Partners (+18.0%), Fiera Capital (+17.4%) und Loomis, Sayles & Company (+17.3%)
- EAFE Universe: Angeführt von PIMCO (+9.7%), MFS Investment Management (+8.4%) und Acadian Asset Management (+8.1%)
- Core Fixed Universe: Die besten Performer waren Brown Brothers Harriman (+3.8%), Templeton Financial Services (+3.1%) und Belle Haven Investments (+3.0%)
Der Russell 3000 Index verzeichnete über das Jahrzehnt hinweg eine Rendite von +12.55%, wobei 2024 eine starke Leistung zeigte, die durch Mega-Technologiewerte und den KI-Boom angetrieben wurde.
- Strong U.S. equity performance with Russell 3000 delivering +12.55% returns
- Top U.S. Large Growth manager achieved +18.0% returns over decade
- EAFE Universe top performer delivered +9.7% returns
- Core Fixed Universe leader generated +3.8% returns
- None.
Annual award recognizes tremendous achievement in separately managed accounts
"The PSN Managers of the Decade award celebrates the exceptional resilience and expertise of top managers who have successfully navigated a decade marked by political upheavals, a global pandemic and unprecedented monetary policies," says PSN Product Manager Nick Williams. "Their relentless effort, rigorous research and disciplined execution have helped drive strong
Zephyr's Market Strategist Ryan Nauman evaluated this year's PSN Top Guns Managers of the Decade and noted, "The past decade will be remembered for its overall strong
Nauman reviewed three PSN universes:
- Broadleaf Partners, LLC: Broadleaf Growth Equity Composite (+
18.0% for the decade) - Fiera Capital Corporation: Large Growth (+
17.4% for the decade) - Loomis, Sayles & Company, L.P.: Large Cap Growth (+
17.3% for the decade)
EAFE Universe PSN Top Guns Manager of the Decade
- Pacific Investment Mgmt. Co.: StocksPLUS International Hedged (+
9.7% for the decade) - MFS Investment Management: MFS International Intrinsic Value Eq (+
8.4% for the decade) - Acadian Asset Management LLC.: Non-
U.S. Equity (+8.1% for the decade)
Core Fixed Universe Top Guns Manager of the Decade
- Brown Brothers Harriman & Co.: BBH Core Plus Fixed Income (+
3.8% for the decade) - Templeton Financial Services, Inc.: Intermediate Taxable Bond (+
3.1% for the decade) - Belle Haven Investments: Taxable PLUS (+
3.0% for the decade)
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 PSN Top Guns Managers of the Decade 2024 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