Annual award recognizes tremendous achievement in separately managed accounts
NEW YORK, March 5, 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 Managers of the Decade 2024 list. Awards are given to separately managed accounts that are GIPS compliant, have a 10-year R-Squared value of .8 or greater to their style benchmark and outperform the style benchmark over the last 10 years. Finally, managers must have a standard deviation that is equal to or less than their style benchmark for the last 10 years. These criteria are designed to ensure that managers who win the PSN Top Guns award have adhered to their chosen style while outperforming their benchmark with less risk.
Annual award recognizes tremendous achievement in separately managed accounts.
"The PSN Managers of the Decade award celebrates the exceptional resilience and expertise of top managers who have successfully navigated a decade marked by political upheavals, a global pandemic and unprecedented monetary policies," says PSN Product Manager Nick Williams. "Their relentless effort, rigorous research and disciplined execution have helped drive strong U.S. equity returns and the growth of SMAs throughout within a ten-year period."
Zephyr's Market Strategist Ryan Nauman evaluated this year's PSN Top Guns Managers of the Decade and noted, "The past decade will be remembered for its overall strong U.S. equity returns (Russell 3000 index +12.55%) as the Federal Reserve (Fed) started to unwind its post- Global Financial Crisis accommodative polices. Equity performance remained strong during the early stages of the decade. Meanwhile, 2024 marked another strong year for equities as mega tech stocks and the AI boom drove markets to new records."
Nauman reviewed three PSN universes:
U.S. Large Growth Universe PSN Top Guns Manager of the Decade
- Broadleaf Partners, LLC: Broadleaf Growth Equity Composite (+18.0% for the decade)
- Fiera Capital Corporation: Large Growth (+17.4% for the decade)
- Loomis, Sayles & Company, L.P.: Large Cap Growth (+17.3% for the decade)
EAFE Universe PSN Top Guns Manager of the Decade
- Pacific Investment Mgmt. Co.: StocksPLUS International Hedged (+9.7% for the decade)
- MFS Investment Management: MFS International Intrinsic Value Eq (+8.4% for the decade)
- Acadian Asset Management LLC.: Non-U.S. Equity (+8.1% for the decade)
Core Fixed Universe Top Guns Manager of the Decade
- Brown Brothers Harriman & Co.: BBH Core Plus Fixed Income (+3.8% for the decade)
- Templeton Financial Services, Inc.: Intermediate Taxable Bond (+3.1% for the decade)
- Belle Haven Investments: Taxable PLUS (+3.0% for the decade)
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 PSN Top Guns Managers of the Decade 2024 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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