#United States #New York #Investment Strategies #Zephyr #PSN

Introduction

On August 20, 2025, Zephyr, a well-regarded subsidiary of Informa plc, released its eagerly anticipated PSN Top Guns List for the second quarter of 2025. This list serves as a vital reference for plan sponsors, investors, and asset managers, prominently showcasing the top performers among separate accounts, managed accounts, and managed ETF strategies for the quarter.

Market Context

According to Nick Williams, PSN Product Manager, the second quarter of 2025 was characterized by unique market dynamics that combined unprecedented volatility with surprising resilience. Fund managers were required to display a combination of conviction and agility to navigate these turbulent conditions. The success of the Top Guns managers can be attributed to their ability to adapt to noticeable shifts in market leadership while focusing on disciplined investment strategies. This quarter exemplified the value of active management, especially in Separately Managed Accounts (SMAs), as investment strategies were called to align with evolving economic landscape and policy changes.

Insights and Performance

Ryan Nauman, Zephyr's Market Strategist, reported a strong performance across U.S. equity markets despite a rocky start to the quarter. The PSN Top Guns list reveals three key universes that performed significantly well:

Mid Growth Universe

1. Lord, Abbett & Co., LLC Mid Cap Growth – Achieved a remarkable growth rate of +27.7% for the quarter.
2. Silvant Capital Management Silvant Mid-Cap Growth – Followed closely with a +25.8% quarter performance.
3. Victory Capital Management Pioneer US Mid Cap Growth Equity – Rounded out this tier with a +25.4% growth.

Emerging Markets Universe

1. Delaware/Macquarie Investment Management Macquarie Emerging Markets Equity – Showcased a +25.7% performance.
2. AQR Capital Management, LLC Emerging Small Cap Equity – Marked a notable growth at +21.8%.
3. Informed Momentum Company IMC Emerging Markets Small Cap – Achieved a +21.1% growth during the quarter.

International Fixed Income Universe

1. Franklin Templeton Investments Franklin European High Yield – Garnered a return of +11.3% for the quarter.
2. Columbia Threadneedle Investments European High Yield Bond – Reached +11.2%.
3. UBS Asset Management Euro High Yield – Achieved a +11.1% return.

New Initiatives by Zephyr

In addition to releasing the PSN Top Guns list, Zephyr has introduced a comprehensive promotional and market intelligence program called the PSN Manager Advantage. This initiative aims to enhance marketing visibility and provide a dedicated landing page for educating visitors on their investment strategies. Furthermore, the market intelligence package offers valuable insights derived from the PSN database, promoting enhanced exposure and branding opportunities for asset managers.

To delve deeper into these initiatives and to discover more about becoming a part of the PSN database, Zephyr invites parties to visit their website for further details. They also provide an opportunity for users to subscribe to the PSN data service.

Conclusion

Zephyr’s PSN Outlook for 2025 continues to highlight thought leadership in the asset management sector, featuring insights from leading SMAs and discussing various strategies that stand out in the current landscape. Zephyr has firmly established itself as a beacon of innovation and reliability within the asset and wealth management software industry, as exemplified by their accolades such as the 2025 FinTech Breakthrough Award for the Best Wealth Management Company.