Zephyr Financial Solutions

Contribute to PSN SMA Data

Access to Plan Sponsors and Investment Managers

SMA Separately Managed Accounts

Four Decades of Influence

For nearly four decades, PSN has been a top resource for investment professionals. Asset 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.

Showcase Successful Strategies via PSN Top Guns

The quarterly PSN Top Guns list is one of the most influential resources for investors and asset managers. Rankings are tabulated for thousands of strategies across 75 peer groups. Top strategies are subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. PSN Top Guns includes the Bull & Bear Master designation, highlighting strategies that perform better than their peers during positive and negative quarters.

Ninety percent of the top managed account sponsors count on PSN for the accurate SMA data. The quarterly PSN Top Guns list remains one of the most influential resources for investors and asset managers.


financial sma
portfolio management software

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