PSN SMA Data
Proprietary Separately Managed Account Data Available to Third-Party Distributors
Distribute PSN SMA Data
Zephyr PSN pioneered the delivery of SMA data nearly four decades ago. Today it continues to be a valuable resource for plan sponsors and investment professionals. In addition to providing an option to subscribe to PSN SMA Data via Zephyr, PSN Data is also available in an API or data feed to be integrated into other applications.
We realize that some clients need a specific type of information for a specific purpose. With a PSN Data agreement, you choose the data fields, delivery frequency and format that works for you. Each Data Feed is customized, so you never pay for data you don’t need.
Zephyr PSN is an objective, third party supplier of information. PSN does not charge managers any fees to join the database. All PSN information is primary data. We solicit the information directly from the source, which makes it more consistent and reliable.
Distribution Partners
PSN SMA Data is distributed to over 5,000 individual users and more than 1,000 firms. In addition, PSN Data is also available to clients who would like to use the data in-house or would like to re-sell PSN data in another software application. We also have a number of third-party distribution partners.
The Industry's Longest Running Separately Managed Account Intelligence
Gain the competitive edge your investment practice deserves with the PSN SMA Datafeed—the industry's most comprehensive and trusted source for separately managed account intelligence. With access to an unrivaled database spanning over 2,800 firms, 285 universes, and more than 21,000 products, you'll have everything you need to make informed, strategic decisions that drive superior outcomes for your clients.
The PSN SMA Datafeed delivers granular insights into asset breakdowns, compliance standards, key personnel, ownership diversity, ESG considerations, business objectives, investment strategy, style analysis, fee structures, GICS sectors, fixed income ranges, and complete holdings data. What truly sets PSN apart is its robust historical database featuring nearly 40 years of performance data, including both net and gross-of-fee returns—giving you the depth and perspective to identify trends, benchmark performance, and validate investment decisions with confidence.
Plus, as the exclusive home of the prestigious PSN Top Guns, you'll have direct access to the industry's top-performing managers who showcase their exceptional managed account products each quarter. This unique feature allows you to discover and evaluate elite talent that consistently delivers outstanding results.
Whether you're conducting due diligence, building model portfolios, or seeking best-in-class managers, the PSN SMA Datafeed empowers you with the comprehensive data, historical context, and industry recognition you need to elevate your investment practice to new heights.
Subscribe today and transform data into your most powerful investment advantage.
SMAs Take Center Stage in Investing
Zephyr surveyed hundreds of investment professionals in 2022 about their expected use of Separately Managed Accounts (SMAs) in 2023. Investment Managers, Plan Sponsors and Banks overwhelmingly asserted they would increase their use of SMAs moving forward.
