Introducing the PSN Top Guns Managers of the Decade 2024
Annual award recognizes tremendous achievement in separately managed accounts
Zephyr, a leading name in asset and wealth management software, has introduced its highly anticipated PSN Top Guns Managers of the Decade 2024 list, celebrating exemplary performance in separately managed accounts (SMAs). Achievements are evaluated through strict criteria, including GIPS compliance, an R-Squared value of .8 or higher over a decade, and outperforming the style benchmark consistently while maintaining a standard deviation at or below that of the benchmark.
Acknowledging Excellence During Challenging Times
The PSN Managers of the Decade award shines a spotlight on the remarkable resilience and expertise of managers who have navigated a decade filled with political shifts, global health crises, and unique financial policies. According to PSN Product Manager Nick Williams, the relentless dedication and thorough analysis from these managers have played a crucial role in driving U.S. equity returns and the proliferation of SMAs over this period.
Market Insights and Performance Evaluation
In this year's evaluation, Ryan Nauman, Zephyr's Market Strategist, highlights how the past decade is marked by robust U.S. equity returns, particularly noting the Russell 3000 index's impressive performance. Despite geopolitical uncertainties and the Federal Reserve moving away from crisis-level policies, equity markets showed strong resilience. Nauman notes that the AI surge in 2024 brought stocks to new heights, underscoring a dynamic market landscape.
Recognizing the Best: Top Gun Managers by Category
Zephyr celebrates the best-performing managers across several categories, showcasing their exceptional strategies:
U.S. Large Growth Universe PSN Top Guns Manager
- Broadleaf Partners, LLC: Broadleaf Growth Equity Composite (+18.0%)
- Fiera Capital Corporation: Large Growth (+17.4%)
- Loomis, Sayles & Company, L.P.: Large Cap Growth (+17.3%)
EAFE Universe PSN Top Guns Manager
- Pacific Investment Management Co.: StocksPLUS International Hedged (+9.7%)
- MFS Investment Management: MFS International Intrinsic Value Eq (+8.4%)
- Acadian Asset Management LLC: Non-U.S. Equity (+8.1%)
Core Fixed Universe Top Guns Manager
- Brown Brothers Harriman & Co.: BBH Core Plus Fixed Income (+3.8%)
- Templeton Financial Services, Inc.: Intermediate Taxable Bond (+3.1%)
- Belle Haven Investments: Taxable PLUS (+3.0%)
Enhancing Visibility: PSN Manager Advantage
In addition to recognizing the PSN Top Guns, Zephyr has rolled out an innovative promotional program named PSN Manager Advantage. This initiative offers digital exposure and brand enhancement to participating managers, including a dedicated landing page aimed at educating visitors on various SMAs. The market intelligence package included in this initiative delivers actionable insights, providing significant value to users interested in understanding market dynamics and enhancing brand exposure.
Viewing the Complete PSN Top Guns List
The full list of PSN Top Guns Managers of the Decade 2024 is now available on Zephyr's official webpage. The robust methodology and details surrounding the selection process can also be explored on the site.
Frequently Asked Questions
What is the PSN Top Guns Managers of the Decade award?
The award recognizes outstanding achievement in separately managed accounts with stringent performance criteria.
Who evaluates the managers for this award?
Managers are evaluated by a team of experts at Zephyr, focusing on performance metrics over a decade.
What criteria must managers meet to win?
Managers must be GIPS compliant and demonstrate outperformance against their style benchmark over ten years, with acceptable risk levels.
How does the PSN Manager Advantage program help managers?
This program provides enhanced visibility through digital marketing and insights derived from the PSN Database.
Where can I find more information about Zephyr and its services?
For more information, visit Zephyr’s official website, which offers detailed insights on their awards and software capabilities.
