Separately managed account pioneer PSN
provides exclusive access to nearly 40 years of data including net
and gross-of-fee returns
NEW
YORK, June 1, 2022 /PRNewswire/ -- Zephyr, a
subsidiary of Informa plc (LSE: INF) and worldwide industry leader
in providing data, research and insights to financial institutions,
announced investment analytics provider FinMason will begin
distributing Separately Managed Account (SMA) data from top
provider PSN via its FinRiver API.
Zephyr PSN is the longest running independent SMA database in
the world. Over the nearly four decades since it launched, PSN has
continually pioneered the delivery of valuable SMA data to its
customers, always accurate, consistently verified. Where there was
no access, PSN built inroads and set the standard in 1984. Today,
it leads the way in providing unbiased, high quality, detailed
information across 2000 data points.
"We have seen a tremendous increase in interest in our PSN SMA
data due to the surging popularity of SMAs," says Chris Volpe, Head of Informa Financial
Intelligence's Zephyr business. "Last year we collaborated with
FinMason to offer OWL Analytics' ESG data to our customers, and we
view this expansion of our relationship as an opportunity to offer
our PSN data to an ever-growing universe of firms looking to access
quantitative and qualitative data on SMAs."
Zephyr PSN provides asset breakdowns, compliance, key
personnel, ownership diversity, business objectives and strategy of
more than 1,100 firms. Over 9,000 products are available to review
including style, fees, GIC sectors, fixed income ranges and full
holdings. In addition, subscribers can compare products across 285
peer group universes.
"We have several partnerships with Informa in place that allows
us to service a diverse set of clients and institutions. Through
the FinMason API we deliver ESG scores on 30,000+ securities, as
well as the ability to distribute SMA data with derived analytics
across our clients' portfolios," says David
Remstein, CEO of FinMason.
In March Zephyr was awarded the 2022 Fintech Breakthrough Award
for Best Financial Research and Data Company. For additional
information about Zephyr and its solutions, visit:
https://pages.financialintelligence.informa.com/Zephyr-Financial-Solutions.
About Zephyr
Zephyr's financial services solution enables wealth managers and
advisors to fully manage client investment goals with communication
tools to create custom, professional proposals and presentations
that convey advisor strategies and success. The platform
consistently scores high among users for its ease of use with
valuable tools including presentation center, portfolio proposal
generation, performance measurement, asset allocation modeling,
research, analytics and ESG ratings and reviews. Visit
financialintelligence.informa.com to learn more about Zephyr and to
request a demo.
About FinMason
FinMason, one of the world's largest investment analytics
engines for financial services platforms, enables WealthTech
platforms to accelerate development and time-to-market while
retaining control of their user experience. Built with speed,
flexibility, and scalability in mind, the financial technology firm
calculates and delivers more than 1,000 analytics on every publicly
traded asset in the world via one simple API. For more information,
visit www.finmason.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiii@jconnelly.com
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SOURCE Zephyr