Investment Data You Can Trust

Leverage Our SMA Data To Respond to Your Investors Needs More Effectively

PSN, celebrated for its extensive financial databases and specialized focus on separately managed accounts (SMAs), is a standout platform for your investment research and wealth management data. Since its founding in 1984, PSN has seamlessly integrated both quantitative and qualitative insights, offering valuable perspectives on MA and SMA investments.

PSN's strengths lie in its rich dataset, encompassing information from more than 2,800 firms and counting. This includes vital details such as asset breakdowns, compliance records, key personnel information, benchmark portfolios, historical financial data and ownership diversity. The platform's extensive data sets encompassing separately managed accounts provide managers with a more holistic view of not only the current market landscape but the future as well, incorporating stock research, stock market analysis, and a diverse range of financial products.

Asset and wealth managers benefit from the ability to customize feeds, enabling tailored comparisons and analyses within over 285 comparative universe peer groups. This flexibility extends to various universe types, including holdings-based and returns-based, allowing for personalized investment analytics and the incorporation of individual preferences into the manager comparison process, further enhanced by quarterly PSN Top Guns to award and showcase award-winning managers, products and strategies.

The depth of PSN's data is reflected in its coverage of over 21,000 products, offering insights into asset breakdowns, style categorization, ESG considerations, fee structures, GIC sectors, and complete holdings information. As one of the best databases for financial data, PSN ensures a comprehensive understanding of the financial market.

PSN's commitment to data accuracy is evident in its continuous updates, verification processes and daily data refreshes across 285 universes. Unlike other platforms, PSN includes information on inactive firms and products, providing a more accurate representation of the market landscape as a whole.

PSN is and will continue to be a leader, providing a dynamic and comprehensive platform, offering a wealth of insights into financial data and investment research, for wealth management and financial insight. Whether users seek finance analytics, market data, or detailed historical trends, PSN proves to be an invaluable tool for navigating financial markets.

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