90% of Top Managed Account Sponsors Count on PSN for Accurate SMA Data
Zephyr Speaks on Asset Management Trends
The landscape of asset and wealth management is changing from more traditional approaches like a 60-40 portfolio to a much broader range of investments. Investments like real estate, private equity, crypto and many more are on the rise. The question is how you can adapt better to this changing landscape.
Separately managed accounts (SMAs) are offering investors a tremendous level of personalization to their portfolios. With an SMA, your clients have unlimited customizability with how their investments are distributed and where. PSN, a leader in SMA data offers you as a contributor, access to hundreds of unique and award-winning SMA products.
PSN SMA Data
For 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.
MORE THAN 2,800 FIRMS
Firm Data Includes Asset Breakdowns, Compliance, Key Personnel, Ownership Diversity, ESG, Business Objectives and Strategy
OVER 21,000 PRODUCTS
Product Data Includes Asset Breakdowns, Style, ESG, Fees, GIC Sectors, Fixed Income Ranges and Full Holdings
285 UNIVERSES
Data is Updated, Verified, and Refreshed Daily. No Survivor Bias with Inactive Firms/Products Included
HISTORICAL DATA SINCE 1984
Nearly 40 Years of Data Including Net and Gross-of-Fee Returns - Firms, Products and Data Fields are Consistently Added
PSN Top Guns
PSN Top Guns rankings highlight the crème de la crème of Separate Account, Managed Account and Managed ETF strategies in PSN's database. Every quarter, we list and publish top-performing SMA managers, making it a go-to resource for asset and wealth managers. The eagerly awaited Manager of the Decade award is announced at the end of each year. Coverage of the PSN Top Guns Awards frequently makes waves in industry journals, press releases, and across social media and in our mid and year end outlooks.
PSN Insights | A Pioneer in the Delivery of SMA Data
PSN goes beyond simply data provision. It provides you with accurate, detailed and up-to-date information on managed, separately managed accounts and mutual funds, making it an invaluable tool for your investment research. Whether you want a deep dive into firm profiles, product landscapes, or historical trends, PSN stands as your trusted source for navigating asset management.
A Celebrated SMA Database
PSN, renowned and celebrated for for over 40 years offers you one of the most extensive financial data bases in the market. Our specialized focus on separately managed accounts (SMAs), stands out as your go-to for investment research and asset management data.
Keep Up with Trends
Separately managed accounts (SMAs) are becoming increasingly popular for a multitude of reasons. They offer your investors a great level of personalization and brings your level of customized service in asset and wealth management to the next level.
Three Steps To Identifying Best-In-Class Separately Managed Accounts
The need for accurate, reliable and high-quality financial data is becoming more prominent in the asset and wealth management industry. By partnering with PSN you get precise separate and managed account data which will contribute to your success and growth as an asset manager.
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