Informa plc

NEW YORK, April 6, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has released its highly anticipated PSN Outlook for 2026. Asset management firms were invited to participate in the eBook to share insights and expertise. As SMAs continue to grow in popularity, managers are interested in more information. Zephyr's PSN Outlook for 2026 serves as a resource for financial advisors, family offices, asset managers, financial analysts and wealth managers seeking to implement, promote, or learn more about separately managed accounts.

The following firms contributed articles to the 2026 edition:

• 2026 Economic and Fixed Income Outlook - Oppenheimer Investment Management
  
  
  
  
• Aligning Capital with Data-Driven Science, via Diversified Climate-Action SMAs - HIP Investor
  
  
  
  
• Why Skills Matter More Than Returns - Aapryl, a subsidiary of Xponance
  
  
  
  
• Market Pitfalls and How to Minimize Them - AMI Asset Management
  
  
  
  
• Emerging Markets 2026: Structural Strength Beneath the Headlines - Boston Common Asset Management
  
  
  
  
• The Incredible Shrinking Stock Market - Horizon Investment Services
  
  
  
  
• Separately Managed Accounts: Positioning Portfolios for 2026 and Beyond - One Oak
  
  
  
  
• What Now? Allocating to Gold After the Run Up - Stansberry Asset Management
  
  
  
  
• Investor Behavior is Often Driven by Recent Performance – Aurora investment Counsel
  
  
  
  
• Delivering Efficient, Disciplined Portfolio Management with SMAs - Argus Investors Counsel Inc.
  
  
  
  
• Managing SMAs for the Future - Martin Investment Management LLC
  
  
  
  
• A Contrarian Case for Software: Why Physical AI May Be the Next Great Frontier - Katam Hill

The full Zephyr PSN Outlook for 2026 can be viewed – [here].

Industry Recognition & Continued Growth

The Zephyr PSN Outlook for 2026 aims to build on the success of previous editions. The 2025 PSN Mid-Year Outlook achieved significant recognition, receiving nominations for thought leadership in both the WealthManagement.com Industry Awards as a finalist and the ThinkAdvisor Luminaries Awards 2025, also as a finalist. These accolades underscore the impact of the insights shared by contributors and the value PSN continues to deliver to the investment community.

"The SMA space has grown exponentially over the past year, presenting unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence," says Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr. "As we look ahead, we are excited to unveil Zephyr's PSN Outlook for 2026—a testament to the continued evolution of our platform and the invaluable contributions of our partners."

Participating in PSN's Annual SMA Poll

Additionally, PSN's Annual SMA Poll takes the temperature of SMA investing across different firm types and asset classes. Investment professionals are encouraged to take the poll which can be accessed [here].

About PSN

For more than 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. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database. It provides comprehensive data on asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. PSN is also home to the prestigious PSN Top Guns awards, highlighting the best of the best in managed accounts for over 20 years. 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's website here.

About Zephyr

Zephyr is the industry's most awarded financial services software earning top honors for data and research, financial technology and most recently the FinTech Breakthrough Awards Retail Management Platform of the Year for 2026 The platform  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 investment professionals with financial technology to navigate a bullish or bearish market. Zephyr's investment 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

NEW YORK, March 11, 2026 /PRNewswire/ -- 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 List for 2025. This list is a prestigious recognition given to managers who have demonstrated exceptional performance over a ten-year period. It is based on rigorous quantitative analysis of performance and risk metrics. Managers must meet stringent criteria, including:

• Adherence to their chosen investment style.
  
  
  
  
• Outperforming their style benchmark over the last decade.
  
  
  
  
• Maintaining a standard deviation equal to or less than their style benchmark.
  
  
  
  
• Achieving a 10-year R-Squared value of 0.8 or greater to their style benchmark.

Zephyr's Market Strategist Ryan Nauman evaluated this year's PSN Top Guns Managers of the Decade list and noted, "The past decade will be remembered for its overall strong U.S. equity returns (Russell 3000 index +14.29%) and a multitude of highs and firsts. It included unprecedented government intervention, record low interest rates, and eye-opening political events; all culminating in a risk-on environment as U.S. equities (S&P 500 index +14.82%), U.S. high yield bonds (ICE BofA US High Yield index +6.45%) and international equities (MSCI World Ex. US index +9.11%) posted solid returns during the decade."

This award highlights the resilience, expertise, and disciplined execution of managers who have successfully navigated significant economic and market challenges, such as political upheavals, global pandemics, and volatile monetary policies. It serves as a benchmark for investors and asset managers, showcasing the most consistently high-performing strategies in the investment landscape.

"Celebrating a decade of excellence, the PSN Managers of the Decade for 2025 represent the pinnacle of investment management success," says PSN Manager Nick Williams. "Their ability to adapt, innovate, and consistently outperforming dynamic market environments underscores their leadership and dedication to delivering value for investors."

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.

Nauman reviewed three universes for 2025. Below are strategies that navigated the past ten years to make the PSN Top Guns Managers of The Decade.

U.S. Large Growth Universe PSN Top Guns Managers of the Decade includes:

• Jacobs Levy Equity Management: Large Growth (R1000 Growth)-Sep. Acct (+19.4% for the decade)
• Smith Asset Management Group: Cantor Fitzgerald Large Cap Diversif (+18.5% for the decade)
• Zacks Investment Management, Inc.: Zacks Focus Growth Strategy (+18.5% for the decade)

Emerging Markets Universe PSN Top Guns Managers of the Decade includes:

• Segall Bryant & Hamill: Emerging Markets (+11.7% for the decade)
• Driehaus Capital Management LLC: Driehaus Emerging Markets Growth (+10.5% for the decade)
• PGIM LLC: PGIM Emerging Markets Quant Equity (+10.2% for the decade)

High Yield Universe PSN Top Guns Managers of the Decade

• Brandywine Global Investment Management: High Yield (+8.5% for the decade)
• Shenkman Capital Management, Inc.: Shenkman Capital Multi-Strategy (+7.5% for the decade)
• T.Rowe Price: Credit Opportunities Strategy (+7.5% for the quarter)

View the PSN Top Guns Manager of the Decade HERE.

To enhance PSN contributors' reach, Zephyr has offer 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 investors s about individual SMAs. The Market Intelligence Package provides actionable market insights from the PSN Database, enhancing exposure and branding. Visit https://informaconnect.com/zephyr/psntopgunsmanageradvantage/ to learn more.

In addition to the PSN Manager Advantage program, PSN has launched the "Inside SMAs" podcast, creating a dynamic platform for exploring SMA strategies, market trends, and industry insights. This engaging series brings together thought leaders to discuss the evolving landscape of separately managed accounts.

Nauman's complete Q4 2025 PSN Top Guns Manager of the Decade 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 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 2025 FinTech Breakthrough Award for Best Wealth Management Company. It followed the previous year's 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