NEW
YORK, March 31, 2025 /PRNewswire/
-- Zephyr, a subsidiary of Informa plc (LSE: INF), and a
recognized leader in asset and wealth management software, has
released its highly anticipated Zephyr PSN Outlook for
2025. Asset management firms were invited to participate
in the eBook to share insights and expertise. As SMAs continue to
grow in popularity, managers are interested in more information.
The Zephyr PSN Outlook for 2025 serves as a resource for financial
advisors, family offices, asset managers, financial analysts and
wealth managers seeking to implement, or learn more about
separately managed accounts.
The Zephyr PSN Outlook for 2025 serves as a
resource to implement or learn more about separately managed
accounts.
The following firms contributed:
How can two things be so identical yet be so
different? – Affinity Investment Advisors
The Role of Quantitative Models in Building Smarter
SMAs – Ativo Capital
The Value of Using Factor Clones Versus Broad Benchmarks
When Assessing Manager Skill – Aapryl, a subsidiary of
Xponance
The Time is Right for Value – Boston Common
Asset Management
Investing in Separately Managed Accounts –
Capital Wealth Planning LLC
The Federer Paradox: Embracing a Small Advantage to Win
Big – Cornerstone Investment Partners LLC
Turning SMA Reporting into a Competitive
Advantage – Data Centrix
Good AI Needs Good Data – finmason
Time To Diversify – Horizon Investment
Services
The Axiom of Choice – Martin Investment
Management LLC
Role of an Outsourced Boutique Manager in Separately
Managed Accounts (SMAs) – One Oak Capital
Management
SMAs vs. Mutual Funds: Understanding the
Differences – Oppenheimer Investment Management
SMA investing, through a business-owner's
perspective – Rothschild Wealth Partners
Navigating Volatile Markets: How SMAs Offer More Control
in Small-Cap Investing – Shaker Investments
Riddle Me This… - Tannin Capital
The Zephyr PSN Outlook for 2025 can be viewed – here.
PSN, a leader in SMA data, provides access to hundreds of
award-winning products. For 40 years, PSN has been a trusted
resource for investment professionals, helping asset and wealth
managers connect with investors. The PSN database includes over
21,000 products and nearly 40 years of historical data, making it
an invaluable tool for detailed insights and strategic
planning.
"We believe that contributing to PSN offers asset managers
unparalleled access to wealth managers and plan sponsors interested
in performing necessary due diligence," says Chris Volpe, Director of Wealth Management
Solutions and Head of Zephyr. "As we look ahead, we are excited to
share Zephyr's PSN Outlook for 2025. The continued growth and
interest in the SMA space present a unique opportunity for PSN
contributors and partners to share their valuable insights."
Additionally, PSN's Annual SMA Poll takes the temperature of SMA
investing across different firm types and asset classes. Investment
professionals are encouraged to take the poll which can be accessed
here.
About PSN
For 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. It provides comprehensive data on 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. For more details visit PSN online
to learn more.
About Zephyr
Zephyr's is the industry's most awarded financial services software
earning top honors for data and research, technology platform and
most recently "Best Wealth Management Company" in the 2025
FinTech Breakthrough Awards. The solution offers portfolio
construction, proposal generation, advanced analytics, asset
allocation, manager screening, risk analysis, portfolio
performance and more, transforming multifaceted data into
digestible intel. The award-winning technology empowers investment
professionals with financial technology to navigate a bullish or
bearish market. Zephyr's investment management software allows
asset managers to communicate their strategies more
cost-efficiently by using customized, on demand template
technology. To learn more about Zephyr, visit
ZephyrFinancialSolutions.com.
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SOURCE Zephyr, an Informa Company
