Keep Up with Asset Management Trends

Whether through alternatives like real estate and crypto or an art collection, the answer is simple. Your clients want more options. As the need for more customization in asset and wealth management grows, firms are offering a plethora of new investment options to their clients. With PSN Data, investors can be at ease with access to the most comprehensive MA and SMA database to track your accounts progression.

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.

Our timely SMA data serves you as a vital if not the most vital factor in informed investment decision-making. As an asset manager, access to detailed investment research and comprehensive market analysis comes as a key component for you achieving sustained success.

Data is becoming a necessity for asset managers as competition is driven higher each day. PSN, is an undisputed advantage with our advanced investment analytics and cutting-edge financial analytics tools facilitate in-depth investment product and strategy analysis, enabling you to have more effective and forward-thinking investment strategies.

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 asset and wealth managers. PSN is committed to providing you 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.

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