Managed, Separately Managed Account and Managed ETF Data You Can Trust

PSN SMA Data: Unlocking Marketing Opportunities and Driving Value with Vast, Proven Data Distribution

PSN, renowned for its extensive Managed Account, Managed ETF and specialized focus on Separately Managed Accounts (SMAs), stands as a premier platform for investment research, asset management, and wealth management data. Since its inception in 1984, PSN has been a trusted resource for financial professionals, seamlessly integrating quantitative and qualitative insights to deliver unparalleled perspectives on Managed and Separately Managed Accounts. For firms contributing to PSN, the platform offers unique marketing opportunities, enhanced visibility, and access to a robust network of data distribution partners.

Why Contribute to PSN?

PSN provides contributors with a host of advantages that go beyond data sharing. By becoming part of the platform, firms gain access to a powerful ecosystem designed to amplify their reach, showcase their expertise, and connect with key stakeholders in the financial industry. Here’s how contributing to PSN can benefit your firm:

1. Enhanced Visibility and Recognition

Quarterly PSN Top Guns Awards: PSN’s Top Guns program highlights award-winning managers, products, and strategies, offering contributors a chance to gain industry recognition and attract new clients. This prestigious accolade serves as a powerful marketing tool, showcasing your firm’s excellence in performance and strategy.
Showcase Your Data: With coverage of over 21,000 products and insights from more than 2,800 firms, PSN provides contributors with a platform to display their data to a wide audience, including asset managers, wealth managers, and financial advisors.

2. Access to Data Distribution Partners

PSN’s partnerships with leading data distribution networks ensure that your firm’s information reaches the right audience. By contributing to PSN, you gain exposure to a diverse range of financial professionals who rely on the platform for investment research and decision-making.
The platform’s integration with Zephyr further enhances data accessibility, allowing contributors to leverage advanced analytics and reporting tools to showcase their strategies effectively.

3. Marketing Opportunities

Customizable Data Feeds: Contributors can tailor their data feeds to highlight specific strengths, such as ESG considerations, fee structures, or style categorizations. This customization enables firms to position themselves strategically within the market and attract targeted audiences.
Universe Peer Group Comparisons: PSN’s 285 comparative universes allow contributors to benchmark their performance against peers, providing valuable insights that can be used for marketing and client presentations.

The Power of PSN’s Data

PSN’s rich dataset is a cornerstone of its value proposition, offering contributors unparalleled insights into the financial market. The platform’s comprehensive coverage includes:

Asset Breakdown and Style Categorization: Detailed information on asset allocation, investment styles, and GIC sectors.
ESG Considerations: Insights into environmental, social, and governance factors, helping contributors align with growing investor demand for sustainable investments.
Fee Structures and Holdings Information: Transparent data on fees and complete holdings, enabling contributors to showcase their competitive advantages.
Inactive Firms and Products: Unlike other platforms, PSN includes data on inactive firms and products, providing a holistic view of the market landscape.

Data Accuracy and Continuous Updates

PSN’s commitment to data accuracy is unmatched. The platform refreshes data daily across its 285 universes, ensuring contributors’ information is always up-to-date and reliable. This dedication to accuracy not only enhances the credibility of the platform but also ensures that contributors’ data is presented in the best possible light.

A Dynamic Platform for Financial Insights

PSN is more than just a database—it’s a dynamic platform that empowers contributors to maximize their marketing potential, connect with data distribution partners, and gain valuable exposure in the financial industry. Whether you’re an asset manager, wealth manager, or financial advisor, contributing to PSN offers a unique opportunity to showcase your expertise, leverage cutting-edge analytics, and drive growth.

By aligning with PSN, your firm can tap into a wealth of insights, marketing opportunities, and industry recognition, solidifying its position as a leader in the financial market. For those seeking to navigate the complexities of investment research and data distribution, PSN remains an invaluable partner in achieving success.

Learn how to contribute your firm’s data here