Easing Monetary Policies Boost Global
Markets
NEW
YORK, Dec. 5, 2024 /PRNewswire/
-- Zephyr, a subsidiary of Informa plc (LSE: INF), and
a recognized leader in asset and wealth management software has
released its highly anticipated PSN Top Guns List for
Q3 2024. The list is an important reference for plan sponsors,
investors and asset managers, showcasing the best performing
separate accounts, managed accounts and managed ETF strategies each
quarter.
"Successful investment strategies demand
relentless effort, in-depth research, and disciplined
execution."
"Successful investment strategies demand relentless effort,
in-depth research, and disciplined execution," says PSN Product
Manager Nick Williams. "PSN Top Guns
highlights the elite managers and teams whose expertise continues
to drive the growth of SMAs in today's dynamic economic
environment."
Asset and wealth managers use Zephyr's PSN to connect with
institutional and retail investors. The PSN SMA database includes
over 2,800 firms, 285 universes, and more than 21,000 products,
detailing asset breakdowns, compliance, key personnel and more.
PSN's unique feature is its extensive historical database, offering
nearly 40 years of data, including net and gross-of-fee
returns.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's
PSN Top Guns list and noted, "Despite a pronounced uptick in
volatility during the third quarter which resulted in a -8.5%
decline in August, the S&P 500 index recovered to post a solid
+5.89% return."
Nauman reviewed three universes for this quarter. Below
are some of the strategies that make up the PSN Top Guns Small Cap
Value Universe.
- Private Capital Management: Value Equity (+19.4% for the
quarter)
- Kennedy Capital Management LLC: Bank Sector (+18.5% for the
quarter)
- Schafer Cullen Capital Management: Small Cap Value Equity
(+14.5% for the quarter)
The following strategies made the PSN Top Guns list for the
International Equity Universe.
- Fisher Investments: China A-Share Equity (+25.9% for the
quarter)
- Baillie Gifford Overseas Limited: China Equities (+23.7% for
the quarter)
- Mondrian Investment Partners Limited: China Concentrated Equity
(+23.0% for the quarter)
Below are some of the strategies that make up the PSN Top
Guns International Fixed Income Universe.
- Barings: Emerging Markets Local Debt (+10.8% for the
quarter)
- Colchester Global Investors Limited: International Fixed Income
Unhedged (+10.7% for the quarter)
- Mondrian Investment Partners Limited: Emerging Markets Debt -
Local (+10.4% for the quarter)
In addition to showcasing PSN Top Guns strategies, Zephyr has
launched a robust promotional and market intelligence package
program, the PSN Manager Advantage. The promotional
package offers digital coverage and brand publicity, featuring
ongoing marketing and a dedicated landing page to educate visitors
about individual SMAs. The market intelligence Package provides
actionable market insights from the PSN Database, enhancing your
exposure and branding. Visit
https://informaconnect.com/zephyr/psntopgunsmanageradvantage/ to
learn more.
Nauman's complete Q3 2024 Top Guns Commentary can be viewed on
the company's website. The complete PSN Top
Guns list and an overview of the methodology, can be
found here. If you would like to learn more about
becoming a part of the PSN database or would like to subscribe to
PSN data, visit PSN.
The PSN Mid-Year Outlook for 2024 highlights thought
leadership in asset management with articles from leading SMAs
firms including Martin Investment Management, LLC, Tannin Capital,
PIMCO, Level Four Capital Management, Palouse Capital Management,
STP Investment Services, Zevenbergen Capital Investments, Sawgrass
Asset Management LLC, Capital Wealth Planning LLC, Horizon
Investment Services, Aurora and Focus Point Solutions. The PSN
Mid-Year Outlook for 2024 can be accessed here.
About PSN
For four decades, PSN has been a top resource for
asset and wealth managers. 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. For
more details visit PSN online to learn more.
About Zephyr
Zephyr's award-winning asset and wealth management software
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 financial
professionals to navigate a bullish or bearish market. Zephyr was
honored with the 2024 FinTech Breakthrough Award for Best
Overall Analytics Platform. Zephyr's asset and wealth
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