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Insights from Zephyr's PSN Outlook for 2026

On April 6, 2026, Zephyr, a subsidiary of Informa plc and a leading player in the asset and wealth management software sector, unveiled its much-anticipated PSN Outlook for 2026. This latest edition not only sets the stage for investment strategies in the coming year but also reflects the growing popularity and critical role of Separately Managed Accounts (SMAs) in the investment landscape.

Overview of the PSN Outlook for 2026

The PSN Outlook serves as an essential resource for various financial entities, including financial advisors, wealth managers, and family offices. It invites participation from asset management firms to share insights and expertise on SMAs, which are witnessing exponential growth. As investors seek tailored investment solutions, understanding SMAs becomes paramount for advisors looking to enhance portfolio performance.

Chris Volpe, Director of Wealth Management Solutions at Zephyr, explains the current SMA landscape: "The SMA space has grown exponentially over the past year, presenting unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence." This insight captures the significance of the SMA surge and its implications for future investment.

Contributions from Industry Experts

The 2026 edition of the PSN Outlook includes contributions from various esteemed firms, each addressing different facets of the investment landscape. Key topics covered include:

• - Economic and Fixed Income Outlook: Provided by Oppenheimer Investment Management, this section offers predictions on macroeconomic trends affecting investment decisions.
• - Data-Driven SMAs: HIP Investor presents insights on aligning capital with data-driven science via diversified climate-action SMAs, responding to growing environmental concerns in investment.
• - The Importance of Skills Over Returns: Aapryl, subsidiary of Xponance, discusses why investment skills and expertise may outweigh mere performance metrics.
• - Market Pitfalls: AMI Asset Management shares strategies on navigating potential market challenges effectively.
• - Emerging Markets: Boston Common Asset Management highlights structural strengths within emerging markets, providing a counter-narrative to prevailing market skepticism.
• - Portfolios and Gold Allocation: Contributions from firms such as One Oak and Stansberry Asset Management explore portfolio positioning and gold allocation amidst market fluctuations.

The Impact and Recognition of PSN Outlook

The PSN Outlook has consistently garnered industry accolades for its thought leadership. For instance, the 2025 PSN Mid-Year Outlook received nominations for outstanding contributions in WealthManagement.com and ThinkAdvisor Luminaries Awards, underscoring its influence in shaping investment dialogues.

The 2026 edition aims to build upon this success, pushing for deeper engagement and insight sharing among investment professionals. Additionally, the report features the Annual SMA Poll, providing a snapshot of SMA investing trends across various firm types and asset classes. All professionals in the field are encouraged to participate and contribute data-driven insights.

About PSN and Zephyr

With over four decades in operation, PSN has established itself as a go-to resource for investment professionals, offering a robust database that includes extensive data on asset classes, compliance, management strategies, and much more. Currently, PSN encompasses over 2,800 firms and more than 21,000 products, making it an invaluable tool for asset managers and investors alike.

In terms of technological prowess, Zephyr stands out as the most awarded financial services software. The platform facilitates seamless portfolio management through portfolio construction, risk analysis, and performance tracking, making it indispensable for investment professionals navigating complex market environments.

For more details on Zephyr's offerings and to access the complete PSN Outlook for 2026, visit Zephyr's website.