A Promising Future for SMAs
As we look ahead to 2026, the Separately Managed Account (SMA) space is poised for continued growth, building on the momentum and trends observed throughout 2025. Zephyr's PSN database, with its 40-year legacy as the premier authority in managed accounts, remains a vital resource for the industry.
Over the past year, we have worked diligently to expand PSN, making it easier than ever for contributing managers to connect with institutions, endowments, family offices, and financial advisors. We've enhanced the visibility of asset managers through the industry's most recognized award—the PSN Top Guns—now accessible to thousands of professional investors.
By evaluating top-performing asset managers across 50+ categories, we empower investors with critical insights. Additionally, we've simplified the process for firms to promote their Top Gun achievements with dedicated landing pages showcasing their awards, and our Advantage Packages allow managers to extend their branding across our platform.
Looking ahead, 2026 promises to be a transformative year for SMAs. The SMA space has grown exponentially over the past year, presenting unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence. The increasing accessibility of SMAs to retail investors—driven by technological advancements and shifting investor preferences—will continue to fuel demand for more personalized, transparent, and flexible investment solutions.
With a database spanning over 22,000 investment strategies and more than 2,800 asset management firms, PSN will continue to serve as an essential tool for institutions, endowments, family offices, and financial advisors seeking top-tier SMA managers. As the industry evolves, PSN remains committed to innovation, continuously enhancing its technology and analytics to remain at the forefront of the managed account space. Our platform will continue to deliver best-in-class data, analytics, and thought leadership—facilitating stronger connections between asset managers and allocators.
The future of SMAs in 2026 is bright, filled with opportunities for growth, innovation, and enhanced value for investors. PSN is ready to lead the way, supporting the industry through this exciting period of transformation and expansion.
As a PSN contributor, you gain access to essential analytics, including:
Asset allocation details
Compliance insights
Key personnel information
Ownership diversity metrics
Style and fee structures
Full portfolio holdings
PSN Top Guns Rankings
Each quarter, we publish a list of top-performing SMA managers. Compete in one of 50 unique universes to increase your visibility to potential investors. PSN promotes Top Gun awards through press releases, podcasts, social media, and partnerships with organizations like wealthmanagement.com. Winning firms also receive a profile page showcasing their strategies.
Featured Publications
PSN’s inaugural 2024 Mid-Year Outlook featured exclusive insights from Top Guns winners, Informa, and internal experts, reaching over 10,000 investors.
Streamlined Holdings Reporting
Upload holdings data for multiple managers and time periods in a single file to connect with investors faster.
Exclusive SMA Data Integration
PSN’s proprietary data is available via Zephyr, API, or data feed for seamless integration into other platforms.
Podcast Features
PSN managers are featured in thought leadership content on the "Adjusted for Risk" podcast and the new “Inside SMAs” podcast, offering a platform to share strategies and insights.
PSN Top Guns Opportunities
The PSN Top Guns award has been a hallmark of excellence in the managed account industry for over 20 years. Originally comprised of 6 different categories, the award has expanded to include Bull & Bear Masters as well as a Manager of the Decade which awards managers who have outperformed their relative Benchmark for the last Ten Years.
To request more information please contact psndata@informa.com