90% of Top Managed Account Sponsors Count on PSN for Accurate SMA Data
PSN SMA Data
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 Insights | A Pioneer in the Delivery of SMA Data
PSN is a comprehensive and dynamic platform that goes beyond simply data provision. It provides subscribers with accurate, detailed and up-to-date information on separately managed accounts, making it an invaluable tool for investment professionals. Whether it's a deep dive into firm profiles, product landscapes, or historical trends, PSN stands as a trusted source for navigating the investment market.
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. Learn more about PSN below.
A Celebrated SMA Database
PSN, renowned and celebrated for its extensive financial data bases and specialized focus on separately managed accounts (SMAs), stands out as a comprehensive platform for investment research and wealth management data.
Keep Up With Trends
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.
The Value of Reliable, High Quality SMA Data | PSN
The need for accurate, reliable and high-quality financial data is becoming more prominent in the wealth management industry. With PSN, investment professionals can leverage precise financial data which is critical to any professional’s success and growth.
PSN Asks the Right Questions
PSN subscribers rate accuracy and detailed, comprehensive data as the primary reasons they rely on PSN data. PSN combines the best of both quantitative and qualitative fields. Each data field provides insight into separately managed accounts. Narrative fields allow managers to share their investment philosophy and provide their own unique qualitative information in their own words.
PSN Provides Flexibility and Removes Complexity of Data Issues
PSN give users the power to make their own comparisons or use over 285 comparative universe peer groups. Multiple universe types including holdings-based and returns-based which allow users to incorporate individual preferences into the manager comparison process.
PSN Data Feeds to Top Wire Houses and More
PSN data is sought after by top wire houses and distributed through third-parties. The ability to customize feeds based on specific fields sets PSN apart.
PSN Top Guns
PSN Top Guns rankings shines a spotlight on top performing Separate Account, Managed Account and Managed ETF strategies participating in the PSN database. A list of top performing SMA managers is published quarterly and serves as one of the the most valuable lists for investors. The highly anticipated Manager of the Decade ranking is awarded each year end. Coverage of the PSN Top Guns Awards is frequently cited in industry journals, press releases and throughout social media. New managers can register here.
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