Contribute to PSN SMA Data
Access to Plan Sponsors and Investment Managers
Four Decades of Influence
For over four decades, PSN has been a top resource for investment professionals. Asset and wealth managers rely on Zephyr's PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns.
Why PSN?
Bulk Holdings Import:
Importing holdings data for multiple managers and multiple months is now something that can be done in a single file upload. Our new bulk holdings upload process makes it easier than ever to report holdings information for potential investors.
PSN Mid Year Review and Outlook:
Our PSN Mid-year review and outlook has been viewed several thousand times since its release in mid-May. Contributing PSN managers are eligible to submit articles to our semi-annual publication which is promoted through press releases and our Informa publication partners. Our first PSN mid-year outlook featured 13 PSN contributing managers.
Public Facing PSN Top Guns:
The PSN Top Guns report is now available to all advisors without having to log in. Having updated strategies allows you to be ranked in one of 50 different universes and enables your strategy to be discovered by potential investors. PSN promotes Top guns awards through press releases, podcasts, social media and partner organizations such as wealthmanagement.com to bring as much attention to our winners as possible.
Top Guns Company Profiles:
All Top Guns winning managers are now provided with a firm profile page that showcases all their current Top Guns winning strategies for the quarter. This linkable page allows potential investors to review all of your award-winning strategies, and the awards received in one central location.
Proprietary SMA Data Available to Third-Party Distributors:
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.
Podcast Opportunities:
PSN managers are featured throughout the year in amazing content produced by our strategist Ryan Nauman. Our A to Zephyr and Adjusted for risk podcasts frequently feature PSN contributing managers and provide an excellent opportunity to showcase firms as thought leaders in the industry. Listen to Adjusted for Risk.
Manager Registration:
Market your strategies, gain access to the richest SMA Data set. Leverage our comprehensive SMA database to facilitate success and growth. With a PSN Data agreement, you choose the data fields, delivery frequency and format that works for you.
Interested in Contributing to PSN?
View the step-by-step process below, or email psndata@informa.com
Download a Copy of PSN's Data Load Process
Look Inside Zephyr's Powerful Capabilities
- PSN SMA Data
- Proposal Generation
- Manager Research, Screening and ESG Analysis
- Portfolio Analytics
- Portfolio DNA
- Portfolio Performance Reporting
- Custom Branded Client Reports
- Full integration Capabilities