Zephyr Releases PSN Outlook for 2025 Showcasing Opportunities for Investing in Separately Managed Accounts (SMAs) for 2025 and Beyond
Zephyr Releases PSN Outlook for 2025 Showcasing Opportunities for Investing in Separately Managed Accounts (SMAs) for 2025 and Beyond |
| [31-March-2025] |
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 About Zephyr
SOURCE Zephyr, an Informa Company | ||
Company Codes: LSE:INF, OTC-PINK:IFJPY |
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