Model-Delivered SMA Strategies at your fingertips.

Model-delivered SMAs have become increasingly popular as they bridge the gap between mutual funds (pooled, no customization) and traditional SMAs (fully customized, higher minimums). This delivers data-driven investment management with client-specific benefits—a solution particularly valued by investment professionals managing diverse client portfolios in today's market environment.

Targeted Exposure to Decision-Makers:

• Direct access to investment professionals, advisors, and institutional consultants actively researching SMA solutions
• Positioning within PSN's comprehensive database—the trusted source for separately managed account intelligence
• Visibility among the exact audience seeking model-delivered strategies for client portfolios

Competitive Differentiation:

• Showcase strategy performance, methodology, and unique value propositions alongside industry peers
• Enable data-driven comparisons that highlight your competitive advantages
• Establish credibility through transparent, third-party verified performance data

Credibility & Trust:

• Inclusion in PSN's established platform (with over 40 years of industry expertise) validates your strategy's legitimacy
• Third-party data verification enhances trustworthiness with prospective clients
• Association with a recognized industry standard elevates brand perception

Lead Generation & Business Development:

• Investment professionals use PSN to identify and evaluate managers for client allocations
• Your strategy appears in targeted searches by advisors with specific mandates
• Facilitates inbound inquiries from qualified prospects actively seeking solutions

Market Intelligence:

• Access to competitive landscape insights and industry benchmarking
• Understanding of how your strategy positions relative to 46,000+ benchmarks and peer strategies
• Data-driven insights to refine messaging and positioning

Thought Leadership:

• Demonstrate transparency and confidence in your investment approach
• Participate in the industry's go-to resource for SMA research
• Build recognition as an established, credible manager in the model-delivered SMA space

Contributing your model-delivered SMA strategies to PSN transforms passive data into an active marketing and business development tool.