Nine out of ten top plan sponsors count on PSN
for accurate SMA data
NEW
YORK, Dec. 2, 2022 /PRNewswire/ -- Zephyr,
a subsidiary of Informa plc (LSE: INF), and a recognized leader in
investment management technology for wealth managers and advisors,
has released their highly anticipated PSN Top Guns
List for Q3 2022. The list provides the best performing
separate accounts, managed accounts, and managed ETF strategies and
serves as an important reference for investors and asset
managers.
"Unsurprisingly, market challenges accelerate interest in
different investment vehicles. SMAs continue to be an attractive
option for many investors," says Margaret Tobiasen, Senior Vice President,
Data Distribution for Zephyr's PSN.
"Despite the risk off sentiment, small caps (Russell 2000 index
-2.19%) outperformed large caps (Russell 1000 index -4.61%) while
growth stocks (Russell 3000 Growth -3.37%) outperformed value
stocks (Russell 3000 Value -5.56%)," said Zephyr's Market
Strategist, Ryan Nauman.
"While the quarter was very trying for many asset classes, the
small cap growth asset class was able to withstand the volatility
and finish the quarter up +0.24% (Russell 2000 Growth)."
Below are some of the strategies that make up the PSN Top
Guns Small Cap Growth Universe:
- Next Century Growth Investors, LLC.: Small Cap Growth (+9.6%
for the quarter)
- Granahan Investment Management, Inc.: Small Cap Focused Growth
(+9.6% for the quarter)
- Silvercrest Asset Mgmt. Group LLC: U.S. Small Cap Opportunity
(+4.6% for the quarter)
"The tighter monetary policies, rising inflation and ongoing
energy crisis resulted in increased fear for the economic growth
outlook in the Eurozone," says Nauman.
The following strategies made the PSN Top Guns list for the
EAFE Universe:
- Julex Capital Management, LLC: Julex Dynamic Developed Markets
(+0.3% for the quarter)
- Fiduciary Mgmt., Inc. of Milwaukee: FMI International Equity Composite
(-4.0% for the quarter)
- Burgundy Asset Management Ltd.: Burgundy EAFE Equity (-5.6% for
the quarter)
"The climb in yields was also evident in corporate debt as the
steep sell off in corporate bonds continued as the Bloomberg U.S.
Aggregate index fell -4.75% during the quarter," added Nauman.
Below are some of the strategies that make up the PSN Top
Guns High Yield Universe:
- L&S Advisors, Inc.: High Yield Fixed Income (+3.0% for the
quarter)
- Allspring Global Investments: U.S. Short-Term High Yield Fixed
Inc (+1.5% for the quarter)
- Penn Capital Management: Penn Capital Ultra SD Corp Inc (+0.9%
for the quarter)
The complete list of PSN Top Guns, and an overview
of the methodology, can be found here. If you do not
have a login, you may register for complimentary access. For
more details on the methodology behind the PSN Top Guns Rankings,
or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at
Margaret.tobiasen@informa.com. If you would like to learn more
about becoming a part of the PSN database or would like to
subscribe to PSN data, visit PSN online.
Read Ryan Nauman's full
commentary and download model portfolios based on winning
strategies here.
About PSN
For nearly four decades, PSN has
been a top resource for investment professionals. Asset managers
rely on Zephyr's PSN to effectively reach institutional and retail
investors rely. Over 2,800 firms, 285 universes, and more than
21,000 products comprise the PSN SMA database showing asset
breakdowns, compliance, key personnel, ownership diversity, ESG,
business objectives and strategy, style, fees, GIC sectors, fixed
income ranges and full holdings. Unique to PSN is its robust
historical database of nearly 40 Years of Data Including Net and
Gross-of-Fee Returns. For more details on the methodology
behind the PSN Top Guns rankings or to purchase PSN
Top Guns reports, contact Margaret
Tobiasen at Margaret.tobiasen@informa.com. Visit PSN
online to learn more.
About Zephyr
Zephyr's award-winning financial services software offers
portfolio construction, advanced analytics, asset allocation,
manager screening, risk analysis, portfolio performance and more,
transforming multifaceted data into digestible intel. The
award-winning technology empowers investment professionals with
financial technology to navigate a bullish or bearish market.
Zephyr allows investment professionals to advance their leadership
skills, strengthen client relationships, and prosper in every
aspect of their business—establishing a legacy of performance and
results.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com
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SOURCE Zephyr