Keep Up with SMA Trends
Investment strategies and vehicles can be as diverse as the investors themselves. Separately managed accounts (SMAs) are becoming increasingly popular for a multitude of reasons. Separately managed investment accounts offer a greater level of personalization to asset management, aligning seamlessly with individual financial goals. Find out more below.
Gain Comprehensive SMA Data Insights | PSN
As the need for more customization takes precedence within the financial market, firms are offering a plethora of investment options to their clients. With PSN Data, investors can be at ease with access to the most comprehensive SMA database to track progression of their managed accounts.
The need for financial data is increasing as the market widens. The significance of accurate and timely sma data serves as a vital if not the most vital factor in informed investment decision-making. As investors the investment market, access to detailed stock research and comprehensive stock market analysis comes as a key component for achieving sustained financial success.
Comprehensive wealth insights are becoming a necessity for portfolio managers in the current market. The ability to leverage an investment research tool like PSN, is an undisputed advantaged in a highly competitive industry. Advanced investment analytics and cutting-edge financial analytics tools facilitate in-depth stock analysis, portfolio analysis and comprehensive investment research while also empowering investors with a holistic perspective, enabling the effective and forward-thinking investment strategies.
With all wealth management tools, there is a need for a reliable and up-to-date financial database. The best databases for financial data serve as indispensable resources, providing the necessary foundation for comprehensive and accurate financial analysis. With these databases as a guide, investors and financial professionals alike can confidently navigate the complexities of the investment landscape.
As the trend of separately managed accounts and the intelligent leveraging of high-quality financial data takes higher precedence, integration of advanced stock analysis tools and innovative investment research methodologies vital for investment and portfolio managers. PSN is committed to providing the best in market solutions to data-driven decision-making, so that investors can not only meet the challenges of the financial landscape head on, but also leverage themselves against competition.
Why Choose PSN?
1. Rich Historical Data:
PSN SMA Data has a history dating back to 1984, PSN has pioneered nearly 40 years of valuable insights. This historical data includes net and gross-of-fee returns, ensuring that subscribers can analyze trends and patterns over an extended period. Firms, products and data fields are consistently added and updated, contributing to the richness of the historical dataset.
2. Integration of Both Quantitative and Qualitative Industry Excellence:
PSN SMA Data combines the best of both quantitative and qualitative data fields. This platform's extensive dataset covers each data field with precision, providing valuable insights into separately managed accounts. Narrative fields allow investment managers to share their unique investment philosophies and qualitative information in their own words, while also gaining insight from industry leaders.
3. Comprehensive Firm Data:
PSN is host to data from more than 2,800 firms, offering a comprehensive understanding of the market landscape. This data includes information such as asset breakdowns, compliance records, key personnel details, ownership diversity, ESG considerations, objectives and strategies.
4. Diverse and Comprehensive Product Data:
Encompassing over 21,000 products. PSN data encompasses asset breakdowns, style categorization, ESG considerations, fee structures, GIC sectors, fixed-income ranges and complete holdings information.
5. Universes Galore:
PSN's data spans across 285 universes, ensuring a comprehensive view of the market. PSN stands out on its commitment to updating, verifying and refreshing data daily. PSN SMA Data does not suffer from survivor bias, as it includes information on inactive firms and products, providing a more accurate representation of the market landscape.
Learn how to contribute your firm’s data here
More on PSN here
Tags: Asset and Wealth Management Software investment tracking software investment portfolio management software, alternative investment management software, portfolio management software for financial advisors, portfolio attribution software, portfolio attribution analysis software, investment performance tracking software, portfolio performance analysis software, digital asset management, asset managers, customized wealth management, customized investing, wealth management industry trends, financial industry trends, finance trends, wealth management trends