Zephyr Unveils the PSN Top Guns List for Q3 2024
Easing monetary policies have positively impacted markets worldwide. Zephyr, a knowledgeable player in the realm of asset and wealth management software, has launched its highly anticipated PSN Top Guns List for Q3 2024. This significant list serves as a vital resource for investors, plan sponsors, and asset managers, highlighting the best-performing separate accounts, managed accounts, and managed ETF strategies for the quarter.
Understanding the PSN Top Guns List
According to Nick Williams, the PSN Product Manager, successful investment strategies necessitate thorough research, disciplined execution, and tireless effort. The PSN Top Guns List is a recognition of elite managers and teams driving the growth of separate managed accounts in an ever-evolving economic setting.
The Importance of Performance Metrics
Zephyr connects asset and wealth managers with both institutional and retail investors. The PSN SMA database boasts over 2,800 firms, 285 universes, and in excess of 21,000 products, offering detailed insights into asset allocation, compliance, key personnel, and more. With nearly 40 years of historical data—including net and gross-of-fee returns—PSN provides an invaluable perspective on investment performance.
Q3 Performance Insights by Ryan Nauman
Market Strategist Ryan Nauman assessed this quarter’s list and noted, despite an increase in volatility leading to a decline, the S&P 500 index managed a commendable recovery of +5.89%. Such resilience in the market reinforces the value of robust investment strategies.
Showcasing Top Performers
This quarter’s Top Guns list features standout performers from various categories:
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)
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)
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)
New Initiatives from Zephyr
In an effort to better serve its clients, Zephyr has introduced the PSN Manager Advantage, a comprehensive promotional and market intelligence package. This program delivers extensive brand exposure and marketing support, featuring a dedicated landing page that educates users on individual SMAs while providing actionable insights from the PSN Database.
Learn More About Zephyr
For those interested in the Q3 2024 Top Guns Commentary and methodologies, all relevant information can be accessed through Zephyr’s platform. The initiative is a testament to Zephyr’s commitment to empowering asset managers by enhancing their marketing capabilities and increasing their exposure within the financial community.
Frequently Asked Questions
What is the PSN Top Guns List?
The PSN Top Guns List highlights the top-performing investment strategies including separate accounts, managed accounts, and ETFs in each quarter.
Who can benefit from the PSN database?
Both institutional and retail investors, as well as asset managers, can benefit from accessing the PSN database for detailed insights on investment products.
What metrics are included in the PSN SMA database?
The PSN SMA database includes metrics on asset breakdowns, compliance, key personnel, ownership diversity, ESG aspects, strategies, and performance history.
How does Zephyr support asset managers?
Zephyr supports asset managers by providing tools for portfolio construction, analytics, and marketing, helping them communicate strategies effectively.
What does the PSN Manager Advantage package offer?
The PSN Manager Advantage offers digital branding, ongoing marketing support, and market insights to enhance managers' visibility and engagement.
