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Zephyr's PSN Top Guns Managers of the Decade 2024

In a significant announcement, Zephyr, a subsidiary of Informa plc, unveiled its prestigious PSN Top Guns Managers of the Decade 2024 list, acknowledging top-tier separately managed accounts (SMAs) that have excelled over the last decade. With the complexities of the financial landscape in mind, this year’s awards highlight the achievements of managers who maintained impressive performance while adhering to stringent criteria.

Zephyr has set high benchmarks for these awards. To qualify, SMAs must be GIPS compliant, show an R-Squared value of .8 or greater against their style benchmark, and outperform that benchmark over ten years. Additionally, they must maintain a standard deviation equal to or lower than their relevant benchmark, underlining the importance of consistent performance while managing risk.

Nick Williams, the PSN Product Manager, stated, “The PSN Managers of the Decade award commemorates the exceptional resilience and expertise of managers who have effectively navigated a tumultuous decade characterized by political instability, a global pandemic, and extraordinary monetary policies.” His remarks emphasize the dedication and strategic insight demonstrated by these managers, which has significantly contributed to robust U.S. equity returns and the growth of SMAs.

Ryan Nauman, Zephyr's Market Strategist, highlighted that the past decade will be remembered for its overall strong U.S. equity returns, underscoring how landmark events, such as the unwinding of the Federal Reserve's post-Global Financial Crisis policies, shaped market dynamics. The Russell 3000 index achieved a remarkable average return of 12.55%, buoyed by the stellar performance of mega-cap technology stocks and the rapid development of artificial intelligence, which set the stage for record-breaking market performances in 2024.

Nauman assessed three key universes and their respective Top Guns:

U.S. Large Growth Universe - Top Guns

• - Broadleaf Partners, LLC: Broadleaf Growth Equity Composite (+18.0% for the decade)
• - Fiera Capital Corporation: Large Growth (+17.4% for the decade)
• - Loomis, Sayles & Company, L.P.: Large Cap Growth (+17.3% for the decade)

EAFE Universe - Top Guns

• - Pacific Investment Management Co.: StocksPLUS International Hedged (+9.7% for the decade)
• - MFS Investment Management: MFS International Intrinsic Value Eq (+8.4% for the decade)
• - Acadian Asset Management LLC: Non-U.S. Equity (+8.1% for the decade)

Core Fixed Universe - Top Guns

• - Brown Brothers Harriman & Co.: BBH Core Plus Fixed Income (+3.8% for the decade)
• - Templeton Financial Services, Inc.: Intermediate Taxable Bond (+3.1% for the decade)
• - Belle Haven Investments: Taxable PLUS (+3.0% for the decade)

To further assist in promoting top strategies, Zephyr has introduced the PSN Manager Advantage, a comprehensive package that provides market intelligence and promotes featured strategies through digital coverage and branding efforts. This package aims to educate potential investors about the benefits of individual SMAs, allowing them to navigate investment decisions more effectively. For additional details about this offering, visit their dedicated page.

The full list of the PSN Top Guns Managers of the Decade 2024 can be viewed on Zephyr's official website, providing transparency and insight into the methodology behind their selections.

About PSN and Zephyr

For over forty years, PSN has been a vital resource for asset and wealth managers. With a vast database encompassing over 2,800 firms, 285 universes, and more than 21,000 products, PSN facilitates access for investors to understand compliance, ownership diversity, and investment strategies among others.

Meanwhile, Zephyr's award-winning software continues to transform complex data into accessible insights, enabling financial professionals to make informed decisions regardless of market conditions. With enhanced tools for portfolio construction and risk analysis, Zephyr empowers asset managers to communicate their strategies more effectively. Notably, Zephyr earned the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform, a testament to their commitment to innovation and excellence in the realm of asset management.

For more information about Zephyr and its solutions, visit ZephyrFinancialSolutions.com.

Overall, the PSN Top Guns Managers of the Decade 2024 is not just a commendation of past performance but a beacon of inspiration for managers aiming for sustained excellence in the ever-evolving financial realm.