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Aug 24, 2022, 15:27 ET
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NEW YORK, Aug. 24, 2022 /PRNewswire/ — Zephyr, a subsidiary of Informa plc (LSE: INF) and a recognized leader in investment management technology for wealth managers and advisors, has published their highly anticipated PSN Top Guns List of the best performing separate accounts, managed accounts, and managed ETF strategies. The list serves as an important reference for investors and asset managers.
PSN launched in 1984, becoming the first independent SMA database that was offered to investors and advisors. Access to SMAs is open to many types of investors, but PSN remains the premier resource for identifying top performers and investment products.
"Up until recently, SMAs were reserved for institutional or high-net-worth investors (HNWI) with a minimum of $1 million required just to participate. Over the past several years the cost for entry has dropped significantly, opening more options for wealth managers and their clients," says Margaret Tobiasen, Senior Vice President of Data Distribution.
Market Strategist for Zephyr, Ryan Nauman, offered the following insights:
The complete list of PSN Top Guns, and an overview of the methodology, can be found on online. If you do not have a login, you may register for complimentary access. For more details on the methodology behind the PSN Top Guns Rankings, or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [email protected].
For nearly 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 rely. 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 on the methodology behind the PSN Top Guns rankings or to purchase PSN Top Guns reports, contact Margaret Tobiasen at [email protected]. Visit PSN online to learn more.
Zephyr’s award-winning financial services solution enables wealth managers and advisors to fully manage client investment goals. The platform consistently scores high among users for its ease of use with valuable tools including presentation center, portfolio proposal generation, performance measurement, asset allocation modeling, research, analytics and ESG ratings and reviews. Clients’ ability to customize communication tools to create professional proposals and presentations provides significant value for advisors to convey investor strategies and success. Visit financialintelligence.informa.com to learn more about Zephyr or to request a demo or 14-day free trial on the Zephyr platform.
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