Zephyr's Q4 2024 Top Guns List Showcases Elite Investment Strategies
Zephyr Unveils Its Prestigious PSN Top Guns List for Q4 2024
U.S. Equities Cap Off a Strong Year with a Solid Fourth Quarter
Zephyr, a subsidiary of Informa plc, recognized as a leader in asset and wealth management software, has launched the highly anticipated PSN Top Guns List for the fourth quarter of 2024. This list serves as a vital resource for plan sponsors, investors, and asset managers, showcasing the top-performing separate accounts, managed accounts, and managed ETF strategies each quarter.
Market Resilience and Manager Expertise Recognized
The fourth quarter of 2024 presented a mix of volatility and resilience in financial markets. According to Nick Williams, PSN Product Manager, success required relentless effort, thorough research, and disciplined execution. The PSN Top Guns list acknowledges the managers and teams who excelled in navigating these challenging market conditions while promoting sustainable growth in separately managed accounts (SMAs).
Utilizing the PSN Database for Investor Connections
Asset and wealth managers leverage Zephyr's PSN platform to connect effectively with both institutional and retail investors. The PSN SMA database includes over 2,800 firms, 285 universes, and more than 21,000 investment products, providing intricate details about asset allocations, compliance, and key personnel. The remarkable feature of this database is its extensive historical data, spanning nearly 40 years, which includes comprehensive return metrics that can enhance decision-making.
Q4 2024 Insights and Performance Highlights
As Zephyr's Market Strategist, Ryan Nauman, pointed out, the recent quarter showed noteworthy dynamics in the market. While the Federal Reserve implemented adjustments to interest rates, the Bloomberg U.S. Aggregate index experienced a decline of -3.06%. Despite these shifts, many funds showcased remarkable performance.
Key Strategies from the Large Growth Universe
Among the notable strategies within the PSN Top Guns Large Growth Universe are:
- Morgan Stanley Investment Management: Advantage (+20.4% for the quarter)
- Barton Investment Management, LLC: Barton Focused Growth (+20.2% for the quarter)
- Lord, Abbett & Co., LLC: Growth Equity (+13.6% for the quarter)
Performance in Japan's Investment Environment
For those focused on the Japan Universe, the following strategies made a significant mark:
- Goldman Sachs Asset Management: Japan Strategic Equity (+5.0% for the quarter)
- GMO: GMO Usonian Japan Value Strategy (+4.9% for the quarter)
- T. Rowe Price: Japan Equity Strategy (-0.7% for the quarter)
Top Strategies from the High Yield Universe
Within the PSN Top Guns High Yield Universe, several strategies stood out:
- Arena Capital Advisors: Arena Strategic Short Duration High Yield Composite (+5.8% for the quarter)
- Loomis, Sayles & Company, L.P: Opportunistic Securitized Credit (+5.1% for the quarter)
- Pacific Income Advisors, Inc: High Yield (+1.8% for the quarter)
Innovative Marketing and Promotional Packages Offered
In addition to the recognition of elite strategies, Zephyr has introduced a comprehensive promotional and market intelligence package, known as PSN Manager Advantage. This package includes digital coverage and branding opportunities, providing ongoing marketing efforts along with a dedicated landing page to educate potential clients about individual SMAs. This initiative is aimed at enhancing market exposure for asset managers.
Further Insights and Educational Resources Available
Nauman’s insights about Q4 2024 can be accessed on Zephyr's official website. Additionally, the complete PSN Top Guns list along with an overview of the methodologies used to develop the rankings is available for interested parties.
Frequently Asked Questions
What is the PSN Top Guns List?
The PSN Top Guns List showcases the top-performing separate accounts, managed accounts, and managed ETF strategies each quarter.
Who can benefit from the PSN Top Guns List?
Plan sponsors, investors, and asset managers can utilize the PSN Top Guns List as a crucial reference for selecting effective investment strategies.
How does Zephyr support asset managers?
Zephyr provides a robust SMA database and analytics tools to help asset managers connect with investors and manage their portfolios efficiently.
What notable trends were seen in Q4 2024?
Despite facing market volatility, numerous funds demonstrated impressive performance, highlighting the skill and strategies of top managers.
Can I find more information about Zephyr's offerings?
Yes, detailed insights, marketing packages, and the PSN database can be explored further on Zephyr’s official website.
About The Author
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