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Zephyr's Celebration of Investment Excellence

In a significant announcement, Zephyr, a prominent subsidiary of Informa plc, has released its eagerly awaited PSN Top Guns Managers of the Decade List for 2025. This list is an esteemed recognition awarded to managers who have excelled in their performance over a decade, demonstrating their ability to manage separate accounts, managed accounts, and ETF strategies with exceptional skill.

Rigorous Selection Criteria

This accolade is not handed out lightly. It is based on a stringent evaluation process that includes a thorough quantitative analysis of not only performance but also risk metrics. To be recognized, managers must adhere to specific investment styles while achieving superior results compared to their benchmarks over the last ten years. The prerequisites for selection include:

• - Alignment with their chosen investment approach.
• - Outperformance relative to their style benchmarks across the decade.
• - Achieving a standard deviation equal to or less than their benchmarks.
• - Securing a 10-year R-Squared value of 0.8 or above.

Ryan Nauman, Zephyr's Market Strategist, commented on the challenging yet fruitful last decade, underscoring the overall robust returns from the U.S. equity markets. With a remarkable 14.29% return from the Russell 3000 index and a 14.82% rise in the S&P 500 index, the decade saw unprecedented government interventions, historic low interest rates, and significant political changes, leading to a favorable investment environment.

Resilience in Challenging Times

The list serves as a testament to the resilience, expertise, and disciplined execution of managers who faced considerable market challenges over the past decade. It reflects their ability to navigate through tumultuous periods characterized by political instability, global health crises, and erratic monetary policies. This recognition not only highlights individual achievements but also provides a valuable benchmark for investors and asset managers alike, showcasing high-performing strategies amid changing economic landscapes.

Nick Williams, a PSN Manager, emphasized the significance of this award by stating, "Celebrating a decade of excellence, the PSN Managers of the Decade for 2025 embody the pinnacle of investment management success." He acknowledged their continuous adaptability, innovative strategies, and consistent outperformance in a dynamic market environment, highlighting their dedication to creating value for investors.

Comprehensive Market Insights

For asset and wealth managers, Zephyr's PSN is an essential tool to connect with both institutional and retail investors. The PSN SMA database presents an extensive range of information with over 2,800 firms, 285 universes, and more than 21,000 products. This comprehensive offering includes details on asset allocations, compliance, key personnel, and more.

One unique feature of the PSN platform is its robust historical database, boasting over 40 years of data spanning net and gross-of-fee returns. For 2025, Nauman reviewed three key universes, each presenting standout managers who demonstrated exceptional performance.

Highlighted Winners:

1. U.S. Large Growth Universe:
- Jacobs Levy Equity Management: +19.4%
- Smith Asset Management Group: +18.5%
- Zacks Investment Management Inc.: +18.5%

2. Emerging Markets Universe:
- Segall Bryant & Hamill: +11.7%
- Driehaus Capital Management LLC: +10.5%
- PGIM LLC: +10.2%

3. High Yield Universe:
- Brandywine Global Investment Management: +8.5%
- Shenkman Capital Management, Inc.: +7.5%
- T. Rowe Price: +7.5%

To broaden the reach of its contributors, Zephyr offers a robust Promotional and Market Intelligence Package. This allows managers to gain digital exposure and brand recognition, facilitating a deeper understanding of individual SMAs for investors. Furthermore, a new podcast series titled Inside SMAs aims to delve into SMA strategies and discuss overarching market trends with industry thought leaders.

For those interested in further insights or joining the PSN database, detailed information can be accessed through the PSN platform's official website.

Conclusion

With its commitment to fostering excellence in asset management, Zephyr continues to empower professionals within the finance industry. As a recipient of multiple prestigious awards, including the 2025 FinTech Breakthrough Award for Best Wealth Management Company, Zephyr remains at the forefront of innovation. For complete information about the PSN Top Guns list and methodology, visit their official site or connect with Zephyr for more details on their offerings in wealth management software.

Let us acknowledge and celebrate these remarkable investment managers whose tenacity and dedication in the face of fluctuations have created paths to success for both themselves and their investors.