Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in investment management technology for wealth managers and advisors, has released its highly anticipated PSN Top Guns List for Q4 2023. The list is an important reference for plan sponsors, investors and asset managers, showcasing the best performing separate accounts, managed accounts and managed ETF strategies each quarter.
PSN celebrates 40 years in 2024 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.
PSN's Annual SMA Poll is now open and can be accessed here. The poll takes the temperature of SMA investing across different firm types over the next 12 months.
"Having the ability to leverage high-quality data gives investment professionals an opportunity to stand out amidst a fiercely competitive market," says Chris Volpe Director of Wealth Management and Head of Zephyr. "PSN specifically, has an incredibly long and celebrated history for providing high quality, accurate data to its users."
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's PSN Top Gun winners and noted, "Signals from the Federal Reserve that interest rate cuts were upcoming in 2024 boosted investor sentiment during the quarter."
Nauman reviewed three universes for this quarter's PSN Top Gun List. Below are some of the strategies that make up the PSN Top Guns Small Cap Growth Universe:
The following strategies made the PSN Top Guns list for the EAFE Universe:
Below are some of the strategies that make up the PSN Top Guns International Fixed Income Universe:
Nauman's complete Q4 2023 Top Guns Commentary can be viewed on the company's website. The complete list of PSN Top Guns and an overview of the methodology, can be found here. If you do not have a login, you may register for complimentary access. 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.
Take the PSN Annual Poll PSN 2024: https://informaconnect.com/zephyr/psn-2024-poll.
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Source prnewswire