NEW YORK, Aug. 20, 2020 /PRNewswire/ -- Informa Financial
Intelligence's Zephyr, a subsidiary of Informa plc (LSE: INF) and
worldwide industry leader in providing data, research and insights
to financial institutions, announced today its Q2 2020 PSN Top Guns
designations. The award highlights participants who
outperform their relative benchmarks, allowing allocators to
identify the best SMA managers more easily for high net worth,
ultra-high net worth and institutional clients.
Zephyr's PSN Top Guns performance screens evaluate managers
within Zephyr's proprietary SMA database against key criteria
analyzing correlation to the market, consistency of returns and
risk. To access the complete list of PSN Top Guns and details about
the methodology, visit:
https://psn.fi.informais.com/register/register.asp (no cost to
register).
"Congratulations to all the managers awarded a Q2 2020 PSN Top
Gun ranking," said Ryan Nauman,
Market Strategist at Informa Financial Intelligence's Zephyr. "With
volatility having crept back into the markets, active managers have
an opportunity to showcase their disciplined approach. A PSN Top
Guns designation recognizes the success, excellence and
outperformance of those leading investment managers."
In the criteria, products are ranked in six proprietary star
categories in over 50 'Universes.' Based on market conditions in Q2
2020, a few notable 'Universes' and strategies awarded Top Guns
status within them, include:
- PSN Top Guns U.S. Mid-Cap Growth Universe
-
- Advisory Research, Inc.: U.S. Mid Cap Growth (+49.1% for the
quarter)
- Mellon Investments Corporation: US Mid Cap Growth Equity
(+43.7% for the quarter)
- Wellington Management Company LLP: Mid Cap Growth Horizons
(+42.5% for the quarter)
- PSN Top Guns EAFE Equity Universe
-
- Pinnacle Associates Ltd: International Small Cap Equity (+55.7%
for the quarter)
- Oberweis Asset Mgmt, Inc.: International Select (+52.2% for the
quarter)
- Baillie Gifford Overseas Limited: International Growth (+36.7%
for the quarter)
- PSN Top Guns Core Plus Universe
-
- Advisors Asset Management: Core Plus Portfolio (+14.9% for the
quarter)
- Neuberger Berman: Opportunistic Credit (+12.2% for the
quarter)
- Insight Investment Mgnmt Limited: US Select Income (+11.1% for
the quarter)
Included with the rankings is Zephyr's recently launched PSN Top
Guns Model Portfolios, which leverages Zephyr's exclusive SMA data
and quarterly ranking commentary to demonstrate how advisors can
construct diversified portfolios and showcases active and passive
model performance. For additional information, visit:
https://pages.financialintelligence.informa.com/psn-sma-model-portfolios.
For information on the PSN SMA data, visit:
https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
To directly purchase Zephyr's PSN SMA database, contact:
Margaret.Tobiasen@informa.com.
About Informa Financial Intelligence's Zephyr
Financial Intelligence, part of the Informa Intelligence Division
of Informa plc, is a leading provider of products and services
helping financial institutions around the world cut through the
noise and take decisive action. Informa Financial Intelligence's
solutions provide unparalleled insight into market opportunity,
competitive performance and customer segment behavioral patterns
and performance through specialized industry research,
intelligence, and insight. IFI's Zephyr portfolio supports asset
allocation, investment analysis, portfolio construction, and client
communications that combine to help advisors and asset managers
retain and grow client relationships. For more information about
IFI, visit https://financialintelligence.informa.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com
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SOURCE Informa Financial Intelligence