Growing Expectations for Rate Cuts Propel
Global Markets
NEW
YORK, March 6, 2024 /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 Q4 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.
PSN celebrates 40 years in 2024 as the longest running SMA
database in the world. In addition to decades of historical data,
subscribers gain access to accurate, detailed and up-to-date
information showing asset breakdowns, compliance, key personnel,
ownership diversity, ESG, business objectives and strategy, style,
fees, GIC sectors, fixed income ranges and full holdings.
PSN's Annual SMA Poll is now open and can be accessed here. The
poll takes the temperature of SMA investing across different firm
types over the next 12 months.
"Having the ability to leverage high-quality data gives
investment professionals an opportunity to stand out amidst a
fiercely competitive market," says Chris Volpe Director of Wealth
Management and Head of Zephyr. "PSN specifically, has an
incredibly long and celebrated history for providing high quality,
accurate data to its users."
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's
PSN Top Gun winners and noted, "Signals from the Federal Reserve
that interest rate cuts were upcoming in 2024 boosted investor
sentiment during the quarter."
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 Small Cap Growth Universe:
- Wasatch Global Investors: Wasatch Small Cap Ultra Growth
(+18.8% for the quarter)
- Franklin Templeton Investments: Franklin U.S. Small Cap
Growth Equity (+17.9% for the quarter)
- Jackson Square Partners, LLC: Small Cap Opportunities
(+16.4% for the quarter)
The following strategies made the PSN Top Guns list for the
EAFE Universe:
- Dundas Global Investors: International Capital & Div
Growth (+17.7% return for the quarter)
- The Ithaka Group, LLC.: Ithaka International Strategy
(+16.6% for the quarter)
- Sierra Investment Partners, Inc.: Franklin EAFE Plus Equity
(+16.2% for the quarter)
Below are some of the strategies that make up the PSN Top
Guns International Fixed Income Universe:
- Connor, Clark & Lunn Investment: CC&L Long Bond
(+17.7% for the quarter)
- State Street Global Advisors: Canadian Long Term Bond Index
(+14.8% for the quarter)
- Ninety One: Ninety One EM Hard Currency Debt (+14.2% for the
quarter)
Nauman's complete Q4 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.
Take the PSN Annual Poll PSN 2024:
https://informaconnect.com/zephyr/psn-2024-poll.
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 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