Zephyr Financial Solutions

PSN Research

Harness Data on Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

PSN SMA Data Separately Managed Accounts Investment Data Finance Research Wealth Management Research Asset and Wealth Management
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Zephyr-PSN Periodic Table

Zephyr-PSN Periodic Table


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Zephyr’s periodic table of investment returns driven by PSN shows why trying to time the market and chase returns is not a winning strategy and why creating a diversified asset allocation is so important.

The periodic table of investment returns is a great resource to display calendar year returns for specific asset classes ranked from best to worst. It provides a great visual of how the performance of each asset class fluctuates from one year to the next. This fluctuation in annual performance proves how difficult it is to predict the best performing asset classes over time.

For example, the below periodic table shows the returns of nine different equity asset classes, represented by PSN equity indexes. The top performing PSN index in 2023 was the Large Growth index (+36.34%), however, six other indexes outperformed the PSN Large Growth index in 2022. Furthermore, your clients may have been a little upset if you placed an overweight allocation to the small cap value asset class in 2017 based on it being the best performing asst class in 2016 (PSN Small Value index).

PSN Top Guns Commentary 2024

PSN Commentary Q2 2024 Investment Research Investment Data Asset and Wealth Management Software Seperately Managed Accounts

AI Themed Stocks Boost Equities

PSN Commentary Q1 2024 Investment Research Investment Data Asset and Wealth Management Software Separately Managed Accounts

Resilient U.S. Economy Drives Equities Higher

PSN Top Guns Commentary 2023

Investment Research Investment Data Asset and Wealth Management Software Separately Managed Accounts

Growing Expectations for Rate Cuts Propel Global Markets

Q4 2023

Investment Research Investment Data Asset and Wealth Management Software Separately Managed Accounts

Rising treasury yields halt strong equity performance

Q3 2023

Investment Research Investment Data Asset and Wealth Management Software Separately Managed Accounts

Did Active SMAs beat their passive counterparts?

Q2 2023

Investment Research Investment Data Asset and Wealth Management Software Separately Managed Accounts

Equities remain resilient in light of bank failures

Q1 2023

SMA Data Investment Research Separately Managed Account Financial Data Managed Accounts Asset and Wealth Management Research

Identifying Best-In-Class Separately Managed Accounts

Historically, SMAs have been earmarked for high net worth investors due to their hefty account minimums. However, the advancement of trading fractional shares at wire houses and turnkey asset management platforms may bring down the minimums and make SMAs accessible to a much wider pool of investors and add to their growth.

SMA Data Separately Managed Account Investment Research Investment Data

The Advantages of a SMA Investment Account

Managed accounts are one of the most popular investment vehicles to invest in either equities, bonds or even alternatives. Managed accounts have evolved over the years and come in different forms – mutual funds, ETFs and SMAs. Don't get left behind.

9 of the Top 10 Managed Account Plan Sponsors Count on PSN to Deliver Accurate SMA Data

Are your SMA strategies getting maximum visibility?