Growing consensus for a "soft-landing"
boosts stocks as Q2 2023 PSN Top Guns list is
revealed
NEW
YORK, Sept. 6, 2023 /PRNewswire/ -- Zephyr, a
subsidiary of Informa plc (LSE: INF), and a recognized leader in
investment management technology for wealth managers and advisors,
has released its highly anticipated PSN Top Guns
List for Q2 2023. 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. Zephyr PSN is the longest
running SMA database in the world and leads the way in providing
unbiased, high quality, detailed information across 2000 data
points.
PSN provides the due diligence necessary
for advisors to more effectively guide their clients' investing
preferences.
"As more and more investors turn their attention to separately
managed accounts, advisors' access to historical performance and
investment philosophies will be significant differentiators,"
says Chris Volpe, Director of Wealth
Management and Head of Zephyr. "PSN provides the due diligence
necessary for advisors to more effectively guide their clients'
individual investing preferences."
Zephyr's Market Strategist Ryan Nauman evaluated this
quarter's PSN Top Gun winners and noted, "Despite concerns about
the U.S. debt ceiling during the first part of the second quarter,
the strong 2023 U.S. equity rally raged on. Investor optimism grew
during the quarter on hopes that the U.S. economy will remain
resilient and perform a soft-landing."
Nauman reviewed three universes for this quarter's PSN Top Gun
List. Below are some of the strategies that make up the PSN Top
Guns Large Core Equity Universe:
- UBS Asset Management: US Equity Opportunity Unconstrained
(+12.6% for the quarter)
- Waycross Partners: Waycross Focused Core Equity (+12.4% for
the quarter)
- Mastrapasqua/M Capital Advisors: Large Cap Core Equity
(+12.0% for the quarter)
The following strategies made the PSN Top Guns list for the
Japan Universe:
- Goldman Sachs Asset Management: Japan Strategic Equity
(+13.8% for the quarter)
- Sumitomo Mitsui DS Asset Mgmt Co. LTD.: DS Japan Eq.
Fundamental Active (+8.5% for the quarter)
- RBC Global Asset Management: RBC Japan Equity (+7.4% for the
quarter)
Below are some of the strategies that make up the PSN Top
Guns High Yield Universe:
- Advisors Asset Management: Credit Opportunities (+5.5% for
the quarter)
- L&S Advisors, Inc.: High Yield Fixed Income (+4.3% for
the quarter)
- Polen Capital Management, LLC: Polen DDJ Total Return Credit
(+3.9% for the quarter)
Learn how a global investment management firm transformed how
they communicated with financial advisors and institutional
investors using Zephyr's award-winning investment management
software on Thursday, September 21,
2023 at 1pm ET/12pm CT for the upcoming Zephyr in Action Series:
How asset managers are digitally transforming compliance approved
fact sheets, presentations & reports.
Nauman's complete Q2 2023 Top Guns Commentary can be viewed on
the company's website. The complete list of PSN Top
Guns and an overview of the methodology, can be found here. If
you do not have a login, you may register for complimentary access.
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.
About PSN
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 rely. 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 financial services 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 investment
professionals with financial technology to navigate a bullish or
bearish market. To learn more about Zephyr, visit
ZephyrFinancialSolutions.com. Zephyr was honored with the 2023
FinTech Breakthrough Award for Best Retail Investment
Platform and was recently named a finalist for the 2023 Wealth
Management Industry Awards for its Portfolio Analytics technology.
Zephyr's investment management software allows asset managers to
communicate their strategies more cost-efficiently by using
customized, on demand template technology.
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SOURCE Zephyr, an Informa Company