U.S. Equities Cap Off a Strong Year with a Solid Fourth Quarter
NEW YORK, Feb. 26, 2025 -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns List for Q4 2024. The list is an important reference for plan sponsors, investors and asset managers, showcasing the best performing separate accounts, managed accounts and managed ETF strategies each quarter.
"Success in these markets required relentless effort, rigorous research, and disciplined execution"
"The final quarter of 2024 was defined by both volatility and resilience, success in these markets required relentless effort, rigorous research, and disciplined execution," says PSN Product Manager Nick Williams. "PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today's complex and rapidly evolving market conditions."
Asset and wealth managers use Zephyr's PSN to connect with institutional and retail investors. The PSN SMA database includes over 2,800 firms, 285 universes, and more than 21,000 products, detailing asset breakdowns, compliance, key personnel and more. PSN's unique feature is its extensive historical database, offering nearly 40 years of data, including net and gross-of-fee returns.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's PSN Top Guns list and noted, "Despite the Federal Reserve (Fed) implementing two 25 basis point cuts during the quarter, the Bloomberg U.S. Aggregate index fell -3.06% as inflation remained sticky and the Fed signaled it may not cut interest rates as aggressively as markets hoped."
Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Large Growth Universe.
- Morgan Stanley Investment Management: Advantage (+20.4% for the quarter)
- Barton Investment Management, LLC.: Barton Focused Growth (+20.2% for the quarter)
- Lord, Abbett & Co., LLC.: Growth Equity (+13.6% for the quarter)
The following strategies made the PSN Top Guns list for the Japan Universe.
- Goldman Sachs Asset Mgmt.: Japan Strategic Equity (+5.0% for the quarter)
- GMO: GMO Usonian Japan Value Strategy (+4.9% for the quarter)
- T. Rowe Price: Japan Equity Strategy (-0.7% for the quarter)
Below are some of the strategies that make up the PSN Top Guns High Yield Universe.
- Arena Capital Advisors: Arena Strategic Short Duration High Yield Composite (+5.8% for the quarter)
- Loomis, Sayles & Company, L.P.: Opportunistic Securitized Credit (+5.1% for the quarter)
- Pacific Income Advisors, Inc.: High Yield (+1.8% for the quarter)
In addition to showcasing PSN Top Guns strategies, Zephyr has launched a robust promotional and market intelligence package program, the PSN Manager Advantage. The promotional package offers digital coverage and brand publicity, featuring ongoing marketing and a dedicated landing page to educate visitors about individual SMAs. The market intelligence Package provides actionable market insights from the PSN Database, enhancing your exposure and branding. Visit https://informaconnect.com/zephyr/psntopgunsmanageradvantage/ to learn more.
Nauman's complete Q4 2024 PSN Top Guns commentary can be viewed on the company's website. The complete PSN Top Guns list and an overview of the methodology, can be found here. 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.
About PSN
For four decades, PSN has been a top resource for asset and wealth managers. Asset managers rely on Zephyr's PSN to effectively reach institutional and retail investors. 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 visit PSN online to learn more.
About Zephyr
Zephyr's award-winning asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers financial professionals to navigate a bullish or bearish market. Zephyr was honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform. Zephyr's asset and wealth management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.
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