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Zephyr Unveils PSN Top Guns List for Q3 2024

Zephyr, a well-established subsidiary of Informa plc, has made headlines with the release of its PSN Top Guns List for Q3 2024. As a leader in asset and wealth management software, this list serves as a valuable resource for plan sponsors, investors, and asset managers, showcasing top-performing separate accounts, managed accounts, and managed ETF strategies each quarter.

Importance of the PSN Top Guns List

The PSN Top Guns List is not merely a compilation of winning strategies; it highlights the persistent dedication, thorough research, and disciplined execution that are essential for successful investment strategies. As noted by PSN Product Manager Nick Williams, the list underscores the expertise of elite managers and their teams, which continually foster the growth of Separately Managed Accounts (SMAs) amidst fluctuating market conditions.

Zephyr’s proprietary PSN database, which encompasses over 2,800 firms and more than 21,000 products, offers critical insights into asset allocations, compliance measures, and key personnel, alongside a wealth of historical data extending nearly 40 years, including both net and gross-of-fee returns. This extensive resource is instrumental for asset and wealth managers aiming to connect effectively with institutional and retail investors.

Evaluation of Q3 2024 Strategies

Ryan Nauman, Zephyr's Market Strategist, highlights the remarkable resilience shown by the market during Q3 2024 despite experiencing a significant volatility spike that resulted in an -8.5% decline in August. The S&P 500 index rebounded, achieving a solid return of +5.89%. This environment fostered the emergence of several standout strategies contributing to the PSN Top Guns list.

Small Cap Value Universe

Among the notable performers in the 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

The International Equity Universe also showcased formidable strategies such as:

• - 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

In the realm of International Fixed Income, leading strategies include:

• - 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

PSN Manager Advantage

Beyond displaying the PSN Top Guns strategies, Zephyr has launched an innovative promotional initiative known as the PSN Manager Advantage. This comprehensive package not only provides digital exposure and brand promotion but also features a dedicated landing page to inform visitors about individual SMAs. The marketing intelligence program offers actionable insights from the PSN Database aimed at enhancing client exposure and branding.

For further details, including in-depth analysis and commentary regarding the Q3 2024 Top Guns list, you can visit Zephyr's official website. Information about subscribing to PSN data or joining the PSN database can also be found there.

The Future of Asset Management

As the asset management landscape continues to evolve, the PSN Mid-Year Outlook for 2024 serves as a guide for industry leaders, gathering insights from prominent SMA firms like Martin Investment Management, PIMCO, and others. This report reflects the expertise and thought leadership that define the upper echelon of asset management and wealth advisory.

In conclusion, Zephyr's PSN Top Guns list for Q3 2024 is not only a showcase of investment excellence but also an essential resource for strategic planning and performance assessment in today's rapidly changing market environment. To learn more about Zephyr and its innovative solutions, visit ZephyrFinancialSolutions.com.