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Zephyr Unveils the PSN Top Guns List for Q1 2025

In a noteworthy release, Zephyr, a renowned division of Informa plc, has published its eagerly awaited PSN Top Guns List for the first quarter of 2025. This list serves as a benchmark for investors, asset managers, and plan sponsors, pinpointing the top-performing separate accounts, managed accounts, and ETF strategies on a quarterly basis. The insights from this list emphasize the importance of skilled management in navigating the volatile market landscape.

According to Nick Williams, the Product Manager of PSN, the first quarter of 2025 presented a unique market narrative underscored by significant rotations and global shifts. He noted, "Success demanded adaptability, deep market understanding, and strategic positioning." The managers recognized in the PSN Top Guns list showcased their exceptional skills amidst the evolving market dynamics, where value sectors outshone growth sectors, international markets exhibited strength, and policy changes brought forth both obstacles and opportunities. Such adaptability underscores the sustained relevance of active management in separately managed accounts.

As an essential tool for asset and wealth managers, Zephyr's PSN connects these professionals with both institutional and retail investors. The PSN SMA database hosts an impressive collection of over 2,800 firms, 285 universes, and more than 21,000 products, providing detailed insights on asset breakdowns, compliance, key personnel, and more pertinent information to guide asset managers. One distinguishing feature of PSN is its extensive historical database, boasting over 40 years of data, encompassing net and gross-of-fee returns essential for investors and managers alike.

This quarter's evaluations by Ryan Nauman, Zephyr’s Market Strategist, reveal a sharp contrast in market performance. After experiencing two consecutive years of returns exceeding 20%, U.S. equities experienced a downturn in Q1 2025. Nauman reviewed three universes and outlined some of the top strategies from the market:

PSN Top Guns Large Value Universe:

• - Logan Capital Management, Inc.: Logan Concentrated Value (+12.0% for the quarter)
• - First Trust Advisors, L.P.: Low Volatility Portfolio (+11.5% for the quarter)
• - Pullen Investment Management, LLC: Large Cap Value (+9.1% for the quarter)

PSN Top Guns Europe Universe:

• - Wellington Management Company LLP: European Contrarian Value (+15.4% for the quarter)
• - ARGA Investment Management, LP: ARGA European Equity Strategy (+12.0% for the quarter)
• - Los Angeles Capital Management: Europe Equity (+11.4% for the quarter)

PSN Top Guns Core Plus Universe:

• - Western Asset Management Company: US Long Duration Plus (+3.8% for the quarter)
• - J.P. Morgan Asset Management: JPM Long Duration (+3.7% for the quarter)
• - Victory Capital Management Inc.: Pioneer Multi Sector Fixed Income (+3.6% for the quarter)

In conjunction with the Top Guns List, Zephyr has launched the PSN Manager Advantage, a comprehensive promotional and market intelligence package. This initiative entails continuous marketing coverage and a dedicated landing page to educate potential clients about individual SMAs, aligning with the goal of enhancing exposure and branding.

For those interested in Zephyr's market insights, Nauman's complete Q1 2025 Top Guns commentary is available on the company’s website, along with a full overview of the methodology used to create the PSN Top Guns list. If you're curious about joining the PSN database or would like to subscribe to its valuable data, further information can be found on their platform.

Furthermore, Zephyr's PSN Outlook for 2025 highlights the thought leadership in asset management, featuring insights from numerous prominent SMA firms, including Affinity Investment Advisors, Ativo Capital, and numerous others dedicated to transparency and performance in asset management. The Outlook can also be accessed to help investors navigate the future of asset management.

About PSN

For more than 40 years, PSN has been an invaluable resource for asset and wealth managers, offering insights to better connect them with institutional and retail investors. The expansive PSN SMA database, consisting of over 2,800 firms and a substantial number of products, provides crucial information on asset compositions, compliance, and market strategies essential for investor decision-making.

About Zephyr

Zephyr is celebrated for its cutting-edge asset and wealth management software that provides tools for portfolio construction, proposal generation, analytics, asset allocation, and risk analysis. Their latest awards, including the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform, reflect their commitment to helping financial professionals thrive in fluctuating markets. To explore more about Zephyr’s offerings, visit their official website.