New portfolios will be incorporated into Zephyr's quarterly
Top Guns rankings, helping advisors identify the best performing
SMA managers
NEW YORK, Feb. 20, 2020
/PRNewswire/ -- Informa Financial Intelligence's
Zephyr, a subsidiary of Informa plc (LSE: INF) and worldwide
industry leader in providing data, research and insights to
financial institutions, announced its new PSN Top Guns Model
Portfolios to demonstrate how advisors can construct diversified
portfolios using Zephyr's tools. These portfolios, for illustrative
purposes, will be introduced with Zephyr's quarterly Top Guns
ranking of the best Separately Managed Account (SMA) managers in
Zephyr's proprietary PSN SMA database, beginning with Q4 2019 Top
Guns.
PSN Top Guns Model Portfolios leverages Zephyr's exclusive SMA
data, and its quarterly ranking commentary, applying both data
insights and market context for clients and Top Guns registrants.
With these model portfolios, financial advisors now have access to
empirical historical data based on SMA portfolios made up of the
top SMA performers. Zephyr will also develop and share model
portfolios consisting exclusively of ETFs, utilizing the same SMA
model asset allocations, providing advisors a comparison of active
and passive model performance.
"Model portfolios have become increasingly popular amongst
financial advisors," said Ryan
Nauman, Market Strategist at Informa Financial
Intelligence's Zephyr. "However, research has shown that many
advisors have yet to fully incorporate model portfolios into their
practices while asset managers continually develop diverse model
offerings. Our PSN Top Guns Model Portfolios provide advisors with
empirical analytics to help them understand the benefits of
incorporating SMAs in their portfolios and helping them choose the
best managers, while also demonstrating what they can do with the
Zephyr tools and research."
Zephyr's Top Gun criteria is rigorous, helping advisors make
more informed decisions when selecting the top SMA managers for
client portfolios. Managers are ranked across several key metrics
which analyze correlation to the market, consistency of returns and
risk to determine Top Gun award recipients. These criteria help
highlight asset manager participants who are outperforming their
relative benchmarks, and help allocators more easily identify those
managers for high net worth, ultra-high net worth and institutional
clients.
For more details about the PSN Top Guns criteria and to see the
winners, register here:
https://psn.fi.informais.com/register/register.asp (no cost to
register).
To view the new PSN Top Guns Model Portfolios, visit:
https://pages.financialintelligence.informa.com/psn-sma-model-portfolios.
For additional information on the PSN SMA data, visit:
https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
About Informa Financial Intelligence's
Zephyr
Financial Intelligence, part of the Informa
Intelligence Division of Informa plc, is a leading provider of
products and services helping financial institutions around the
world cut through the noise and take decisive action. Informa
Financial Intelligence's solutions provide unparalleled insight
into market opportunity, competitive performance and customer
segment behavioral patterns and performance through specialized
industry research, intelligence, and insight. IFI's Zephyr
portfolio supports asset allocation, investment analysis, portfolio
construction, and client communications that combine to help
advisors and asset managers retain and grow client relationships.
For more information about IFI,
visit https://financialintelligence.informa.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com
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SOURCE Informa Financial Intelligence