Zephyr Releases PSN Top Guns List for Q1 2025, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies
Zephyr, an Informa plc subsidiary, has released its PSN Top Guns List for Q1 2025, showcasing the best performing separate accounts, managed accounts, and managed ETF strategies. The quarter marked a significant shift as U.S. equities declined after two years of +20% gains, while international markets showed strength. Notable performers included Logan Capital Management's Concentrated Value (+12.0%) in Large Value, Wellington Management's European Contrarian Value (+15.4%) in the Europe Universe, and Western Asset Management's US Long Duration Plus (+3.8%) in Core Plus Universe.
The PSN database includes over 2,800 firms, 285 universes, and 21,000+ products, offering 40+ years of historical data. Zephyr has also launched the PSN Manager Advantage program, providing promotional and market intelligence packages for asset managers.
Zephyr, una società controllata di Informa plc, ha pubblicato la sua lista PSN Top Guns per il primo trimestre 2025, evidenziando le migliori performance di conti separati, conti gestiti e strategie ETF gestite. Il trimestre ha segnato un cambiamento significativo con il calo delle azioni statunitensi dopo due anni di guadagni superiori al 20%, mentre i mercati internazionali hanno mostrato segni di forza. Tra i protagonisti spiccano Concentrated Value di Logan Capital Management (+12,0%) nel segmento Large Value, European Contrarian Value di Wellington Management (+15,4%) nell’universo Europa, e US Long Duration Plus di Western Asset Management (+3,8%) nell’universo Core Plus.
Il database PSN comprende oltre 2.800 società, 285 universi e più di 21.000 prodotti, offrendo più di 40 anni di dati storici. Zephyr ha inoltre lanciato il programma PSN Manager Advantage, che fornisce pacchetti promozionali e di intelligence di mercato per i gestori di asset.
Zephyr, una subsidiaria de Informa plc, ha publicado su lista PSN Top Guns para el primer trimestre de 2025, mostrando las mejores cuentas separadas, cuentas gestionadas y estrategias de ETF gestionadas. El trimestre marcó un cambio significativo con la caída de las acciones estadounidenses tras dos años de ganancias superiores al 20%, mientras que los mercados internacionales mostraron fortaleza. Destacaron Concentrated Value de Logan Capital Management (+12,0%) en Large Value, European Contrarian Value de Wellington Management (+15,4%) en el universo europeo, y US Long Duration Plus de Western Asset Management (+3,8%) en el universo Core Plus.
La base de datos PSN incluye más de 2.800 firmas, 285 universos y más de 21.000 productos, ofreciendo más de 40 años de datos históricos. Zephyr también ha lanzado el programa PSN Manager Advantage, que proporciona paquetes promocionales e inteligencia de mercado para gestores de activos.
Zephyr는 Informa plc의 자회사로, 2025년 1분기 PSN Top Guns 리스트를 발표하여 최고의 별도계좌, 관리계좌, 관리형 ETF 전략을 선보였습니다. 이번 분기는 2년간 20% 이상 상승했던 미국 주식이 하락세로 전환하고 국제 시장이 강세를 보인 중요한 변화를 나타냈습니다. 주요 성과로는 대형 가치 부문에서 Logan Capital Management의 Concentrated Value (+12.0%), 유럽 유니버스에서 Wellington Management의 European Contrarian Value (+15.4%), 코어 플러스 유니버스에서 Western Asset Management의 US Long Duration Plus (+3.8%)가 있었습니다.
PSN 데이터베이스는 2,800개 이상의 기업, 285개 유니버스, 21,000개 이상의 상품을 포함하며 40년 이상의 역사적 데이터를 제공합니다. Zephyr는 또한 자산 관리자들을 위한 프로모션 및 시장 정보 패키지를 제공하는 PSN Manager Advantage 프로그램을 출시했습니다.
Zephyr, filiale d'Informa plc, a publié sa liste PSN Top Guns pour le premier trimestre 2025, mettant en avant les meilleures performances de comptes séparés, comptes gérés et stratégies ETF gérées. Ce trimestre a marqué un tournant important avec la baisse des actions américaines après deux années de gains supérieurs à 20 %, tandis que les marchés internationaux ont montré de la vigueur. Parmi les meilleurs performeurs figurent Concentrated Value de Logan Capital Management (+12,0 %) dans le segment Large Value, European Contrarian Value de Wellington Management (+15,4 %) dans l’univers Europe, et US Long Duration Plus de Western Asset Management (+3,8 %) dans l’univers Core Plus.
La base de données PSN comprend plus de 2 800 sociétés, 285 univers et plus de 21 000 produits, offrant plus de 40 ans de données historiques. Zephyr a également lancé le programme PSN Manager Advantage, fournissant des packs promotionnels et des renseignements de marché aux gestionnaires d’actifs.
Zephyr, eine Tochtergesellschaft von Informa plc, hat die PSN Top Guns Liste für das erste Quartal 2025 veröffentlicht, die die besten separaten Konten, verwalteten Konten und verwalteten ETF-Strategien präsentiert. Das Quartal markierte eine bedeutende Wende, da US-Aktien nach zwei Jahren mit über 20 % Gewinn zurückgingen, während die internationalen Märkte Stärke zeigten. Zu den bemerkenswerten Performern gehörten Logan Capital Managements Concentrated Value (+12,0%) im Large Value Bereich, Wellington Managements European Contrarian Value (+15,4%) im Europa-Universum und Western Asset Managements US Long Duration Plus (+3,8%) im Core Plus Universum.
Die PSN-Datenbank umfasst über 2.800 Firmen, 285 Universen und mehr als 21.000 Produkte und bietet über 40 Jahre historische Daten. Zephyr hat außerdem das PSN Manager Advantage Programm gestartet, das Werbe- und Marktinformationspakete für Asset Manager bereitstellt.
- International markets, particularly European strategies, showed strong performance with returns up to 15.4%
- Value sectors outperformed growth sectors in Q1 2025
- Fixed income strategies in the Core Plus Universe delivered positive returns up to 3.8%
- U.S. equities declined in Q1 2025, ending two consecutive years of +20% gains
"Q1 2025 presented a fascinating market narrative marked by significant rotation and global shifts. Success demanded adaptability, deep market understanding, and strategic positioning," says PSN Product Manager Nick Williams. "PSN Top Guns managers demonstrated exceptional skill in navigating these complex dynamics, where value sectors outperformed growth, international markets showed strength, and policy shifts created both challenges and opportunities. Their expertise in reading and responding to these evolving market conditions continues to showcase the enduring value of active management in separately managed accounts."
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 more than 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, "After two consecutive years of +
Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Large Value Universe.
- Logan Capital Management, Inc.: Logan Concentrated Value (+
12.0% for the quarter) - First Trust Advisors, L.P: Low Volatility Portfolio (+
11.5% for the quarter) - Pullen Investment Management, LLC: Large Cap Value (+
9.1% for the quarter)
The following strategies made the PSN Top Guns list for the Europe Universe.
- Wellington Management Company LLP: European Contrarian Value (+
15.4% for the quarter) - ARGA Investment Management, LP: ARGA European Equity Strategy (+
12.0% for the quarter) - Los Angeles Capital Management: Europe Equity (+
11.4% for the quarter)
Below are some of the strategies that make up the PSN Top Guns Core Plus Universe.
- Western Asset Management Company: US Long Duration Plus (+
3.8% for the quarter) - J.P. Morgan Asset Management: JPM Long Duration (+
3.7% for the quarter) - Victory Capital Management Inc.: Pioneer Multi Sector Fixed Income (+
3.6% 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 Q1 2025 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.
Zephyr's PSN Outlook for 2025 highlights thought leadership in asset management with articles from leading SMAs firms including Affinity Investment Advisors, Ativo Capital, Aapryl, a subsidiary of Xponance, Boston Common Asset Management, Capital Wealth Planning LLC, Cornerstone Investment Partners LLC, Data Centrix, finmason, Horizon Investment Services, Martin Investment Management LLC, One Oak Capital Management, Oppenheimer Investment Management, Rothschild Wealth Partners, Shaker Investments, Tannin Capital. Zephyr's PSN Outlook for 2025 can be accessed here.
About PSN
For over 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 more than 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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SOURCE Zephyr, an Informa Company
FAQ
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