Zephyr Financial Solutions

90% of Top Managed Account Sponsors Count on PSN for Accurate SMA Data


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Firm Data Includes Asset Breakdowns, Compliance, Key Personnel, Ownership Diversity, ESG, Business Objectives and Strategy

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Product Data Includes Asset Breakdowns, Style, ESG, Fees, GIC Sectors, Fixed Income Ranges and Full Holdings

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Data is Updated, Verified, and Refreshed DailyNo Survivor Bias with Inactive Firms/Products Included

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Nearly 40 Years of Data Including Net and Gross-of-Fee Returns - Firms, Products and Data Fields are Consistently Added

PSN Pioneered the Delivery of SMA Data

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.

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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.

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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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