Zephyr Unveils 2025 PSN Outlook to Highlight Investment Opportunities in SMAs
In the ever-evolving landscape of asset management, Zephyr, a subsidiary of Informa plc, stands out by offering critical insights into the investment sphere. On March 31, 2025, the company released its highly anticipated PSN Outlook for 2025, a comprehensive eBook that focuses specifically on separately managed accounts (SMAs). As financial advisors, family offices, asset managers, and wealth managers navigate a marketplace that shows burgeoning interest in SMAs, this publication is poised to serve as an invaluable resource.
The growing popularity of SMAs signals a shift in investment strategies among asset management firms, with many professionals seeking deeper insights into this unique investment vehicle. By inviting numerous firms to contribute their expertise, the Zephyr PSN Outlook for 2025 consolidates a wide range of perspectives, highlighting the latest trends, strategies, and methodologies associated with SMAs.
This year’s Outlook features contributions from industry leaders such as Affinity Investment Advisors and Ativo Capital, who explore essential topics like the role of quantitative models in crafting effective SMAs, and the critical importance of manager skill assessment using factor clones versus broad benchmarks. The insights offered aim to showcase how asset managers can leverage the burgeoning SMA market to enhance their portfolios and client offerings.
Key Highlights from the PSN Outlook:
As the PSN Outlook illustrates, the demand for SME investment solutions is on the rise. The PSN Database, boasting over 21,000 products and nearly 40 years of historical data, remains an instrumental resource for asset managers aiming to connect with investors. Chris Volpe, the Director of Wealth Management Solutions and Head of Zephyr, emphasizes this potential: “Contributing to PSN offers asset managers unparalleled access to wealth managers and plan sponsors who are seeking relevant investment solutions.”
Asset management professionals are encouraged to tap into the PSN’s Annual SMA Poll, which gauges sentiment across various firms and asset classes, further demonstrating the vibrant discourse around SMA investments. The results could provide a clearer understanding of current trajectories within the industry and help shape future investment strategies.
Final Thoughts:
With the growing complexity of financial markets, having access to well-researched data and expert opinions is more crucial than ever. Zephyr’s 2025 PSN Outlook promises to equip investment professionals with essential knowledge, allowing them to make informed decisions as they explore opportunities in separately managed accounts. For those looking to delve deeper, the Outlook is readily available on Zephyr’s website, providing a gateway into an evolving investment paradigm that is likely to shape the future of asset management.
For further insights and to explore the full Zephyr PSN Outlook for 2025, visit ZephyrFinancialSolutions.com.
The growing popularity of SMAs signals a shift in investment strategies among asset management firms, with many professionals seeking deeper insights into this unique investment vehicle. By inviting numerous firms to contribute their expertise, the Zephyr PSN Outlook for 2025 consolidates a wide range of perspectives, highlighting the latest trends, strategies, and methodologies associated with SMAs.
This year’s Outlook features contributions from industry leaders such as Affinity Investment Advisors and Ativo Capital, who explore essential topics like the role of quantitative models in crafting effective SMAs, and the critical importance of manager skill assessment using factor clones versus broad benchmarks. The insights offered aim to showcase how asset managers can leverage the burgeoning SMA market to enhance their portfolios and client offerings.
Key Highlights from the PSN Outlook:
- - Diverse Perspectives: Each participating firm brings a unique angle to the discussion. For instance, Cornerstone Investment Partners delves into the value of embracing small advantages for substantial gains, while Rothschild Wealth Partners presents insights from a business owner's perspective on SMA investing.
- - Market Navigation: Experts from Shaker Investments discuss the enhanced control SMAs provide during volatile market conditions, particularly when it comes to small-cap investments, allowing managers to execute strategies more effectively compared to traditional mutual funds. This stands as a key advantage for those looking to maintain agility in unpredictable market scenarios.
- - Technological Integration: The advantages of adopting advanced technological platforms are underscored throughout the eBook, including the importance of using data analytics for portfolio construction and risk analysis. Companies can utilize these tools to refine their strategies and enhance communication with clients, ultimately boosting service delivery in this competitive landscape.
As the PSN Outlook illustrates, the demand for SME investment solutions is on the rise. The PSN Database, boasting over 21,000 products and nearly 40 years of historical data, remains an instrumental resource for asset managers aiming to connect with investors. Chris Volpe, the Director of Wealth Management Solutions and Head of Zephyr, emphasizes this potential: “Contributing to PSN offers asset managers unparalleled access to wealth managers and plan sponsors who are seeking relevant investment solutions.”
Asset management professionals are encouraged to tap into the PSN’s Annual SMA Poll, which gauges sentiment across various firms and asset classes, further demonstrating the vibrant discourse around SMA investments. The results could provide a clearer understanding of current trajectories within the industry and help shape future investment strategies.
Final Thoughts:
With the growing complexity of financial markets, having access to well-researched data and expert opinions is more crucial than ever. Zephyr’s 2025 PSN Outlook promises to equip investment professionals with essential knowledge, allowing them to make informed decisions as they explore opportunities in separately managed accounts. For those looking to delve deeper, the Outlook is readily available on Zephyr’s website, providing a gateway into an evolving investment paradigm that is likely to shape the future of asset management.
For further insights and to explore the full Zephyr PSN Outlook for 2025, visit ZephyrFinancialSolutions.com.
Topics Financial Services & Investing）
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