NEW
YORK, May 13, 2024 /PRNewswire/ -- Zephyr, a
subsidiary of Informa plc (LSE: INF), and a recognized leader in
financial services software, has released its highly
anticipated PSN Mid-Year Outlook for 2024. Asset
management firms were invited to participate in the ebook to share
insights and expertise. As SMAs continue to grow in popularity,
managers are interested in more information. The 2024 PSN Mid-Year
Outlook serves as a resource for financial advisors, family
offices, asset managers, financial analysts and wealth
managers.
Asset management firms were invited to
participate in the ebook to share insights and expertise.
The following firms contributed:
Navigating Inflation with SMAs -
Martin Investment Management, LLC
Viewer Discretion Advised - Tannin Capital
Why SMAs Are Gaining Ground With Advisors in Wealth
Management Portfolios - PIMCO
SMA strategies with an emphasis on intrinsic value, and
their appeal to business owner investors - Level Four
Capital Management
Driving Portfolio Performance by Identifying Business Mix
Transitions - Palouse Capital Management
The Evolution of Outsourcing: What's Driving Trends in the
Middle-Office - STP Investment Services
Exploring The Benefits of Customization in Separately
Managed Accounts (SMAs) - Aapryl
Consultant Databases: Creating profiles that increase
opportunity to raise AUM - Data-Centrix
Eye on AI: Assessing the Investment Potential of
Artificial Intelligence - Zevenbergen Capital
Investments
The Opportunity for Lower Volatility Growth -
Sawgrass Asset Management LLC
Making Separately Managed Accounts part of your investment
strategy - Capital Wealth Planning LLC
One Size Doesn't Fit All - The Advantages of SMAs and
A Different Way to Invest Responsibly - Horizon
Investment Services
Growth or Value… Why Not Choose Both! - Aurora
How SMAs Offer Unique Attributes Relative to Traditional
Investment Vehicles - Focus Point Solutions
The PSN Mid-Year Outlook can be accessed online – here.
This year marks the 40th Anniversary
of PSN as the longest running SMA database in the world. In
addition to decades of historical data, subscribers gain access to
accurate, detailed, and up-to-date information showing asset
breakdowns, compliance, key personnel, ownership diversity, ESG,
business objectives and strategy, style, fees, GIC sectors, fixed
income ranges and full holdings.
"As we embark on our next decade which will
culminate into PSN's half century mark, I want to reinforce
our promise to the strategy managers, plan sponsors, advisors,
asset managers, analysts and more," says Chris Volpe, Director of Wealth Management
Solutions and Head of Zephyr. "We will continue to build a powerful
financial ecosystem that is focused on delivering the most
comprehensive SMA data, serving the needs and goals of our
customers and clients."
Additionally, PSN's Annual SMA Poll takes
the temperature of SMA investing across different firm types and
asset classes. Investment professionals are encouraged to take the
poll which can be accessed here.
About PSN
For 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. Over 2,800
firms, 285 universes, and more than 21,000 products comprise the
PSN SMA database. It provides comprehensive data on 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 is the industry's most awarded financial services software
earning top honors for data and research, technology platform and
most recently "Best Overall Analytics Platform" in the 2024
FinTech Breakthrough Awards. The solution 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 investment
professionals with financial technology to navigate a bullish or
bearish market. Zephyr's investment 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