New SMA Investment Outlook Reveals Key Opportunities for 2025: AI and Quant Strategies in Focus
March 31, 2025
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Zephyr, an Informa plc subsidiary, has released its PSN Outlook for 2025, focusing on opportunities in Separately Managed Accounts (SMAs). The publication features contributions from various asset management firms covering topics such as quantitative models, factor analysis, and AI in SMA investing.
The report serves as a comprehensive resource for financial professionals, including advisors, family offices, and wealth managers. PSN’s database contains over 21,000 products with nearly 40 years of historical data, establishing itself as a important tool for investment professionals seeking detailed market insights.
Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr, emphasizes that PSN contribution provides asset managers significant exposure to wealth managers and plan sponsors. The company is also conducting its Annual SMA Poll to gauge SMA investing trends across different firm types and asset classes.
Zephyr, una sussidiaria di Informa plc, ha pubblicato il suo PSN Outlook per il 2025, concentrandosi sulle opportunità nei Conti Gestiti Separatamente (SMA). La pubblicazione presenta contributi da diverse società di gestione patrimoniale che trattano argomenti come modelli quantitativi, analisi dei fattori e intelligenza artificiale negli investimenti SMA.
Il rapporto funge da risorsa completa per i professionisti finanziari, inclusi consulenti, family office e gestori patrimoniali. Il database di PSN contiene oltre 21.000 prodotti con quasi 40 anni di dati storici, affermandosi come uno strumento importante per i professionisti degli investimenti che cercano approfondimenti dettagliati sul mercato.
Chris Volpe, Direttore delle Soluzioni di Gestione Patrimoniale e Responsabile di Zephyr, sottolinea che il contributo di PSN offre ai gestori patrimoniali una significativa visibilità presso i gestori di patrimoni e gli sponsor dei piani. L’azienda sta anche conducendo il suo Annual SMA Poll per valutare le tendenze degli investimenti SMA tra diversi tipi di aziende e classi di attivi.
Zephyr, una subsidiaria de Informa plc, ha publicado su PSN Outlook para 2025, centrándose en las oportunidades en Cuentas Gestionadas Separadamente (SMA). La publicación presenta contribuciones de varias firmas de gestión de activos que cubren temas como modelos cuantitativos, análisis de factores e inteligencia artificial en la inversión SMA.
El informe sirve como un recurso integral para los profesionales financieros, incluidos asesores, oficinas familiares y gestores de patrimonio. La base de datos de PSN contiene más de 21,000 productos con casi 40 años de datos históricos, estableciéndose como una herramienta importante para los profesionales de inversión que buscan información detallada del mercado.
Chris Volpe, Director de Soluciones de Gestión de Patrimonio y Jefe de Zephyr, enfatiza que la contribución de PSN proporciona a los gestores de activos una exposición significativa ante los gestores de patrimonio y patrocinadores de planes. La empresa también está llevando a cabo su Encuesta Anual SMA para medir las tendencias de inversión SMA entre diferentes tipos de firmas y clases de activos.
제퍼(Zephyr)는 인포마 plc의 자회사로, 2025년 PSN 전망을 발표하며 개별 관리 계좌(SMA)의 기회에 집중하고 있습니다. 이 출판물은 정량적 모델, 요인 분석 및 SMA 투자에서의 인공지능과 같은 주제를 다루는 다양한 자산 관리 회사의 기여를 포함하고 있습니다.
이 보고서는 재무 전문가, 자문가, 패밀리 오피스 및 자산 관리자 등에게 포괄적인 자원으로 기능합니다. PSN의 데이터베이스에는 거의 40년의 역사적 데이터를 포함한 21,000개 이상의 제품이 포함되어 있어, 상세한 시장 통찰력을 원하는 투자 전문가에게 중요한 도구로 자리 잡고 있습니다.
자산 관리 솔루션 부서의 책임자이자 제퍼의 책임자인 크리스 볼프(Chris Volpe)는 PSN의 기여가 자산 관리자에게 자산 관리자 및 계획 후원자에게 상당한 노출을 제공한다고 강조합니다. 이 회사는 또한 다양한 회사 유형 및 자산 클래스 전반에 걸쳐 SMA 투자 트렌드를 측정하기 위해 연례 SMA 설문조사를 실시하고 있습니다.
Zephyr, une filiale d’Informa plc, a publié son PSN Outlook pour 2025, se concentrant sur les opportunités dans les Comptes Gérés Séparément (SMA). La publication présente des contributions de diverses sociétés de gestion d’actifs couvrant des sujets tels que les modèles quantitatifs, l’analyse des facteurs et l’IA dans l’investissement SMA.
Le rapport sert de ressource complète pour les professionnels de la finance, y compris les conseillers, les bureaux familiaux et les gestionnaires de patrimoine. La base de données de PSN contient plus de 21 000 produits avec près de 40 ans de données historiques, s’établissant comme un outil important pour les professionnels de l’investissement à la recherche d’analyses détaillées du marché.
Chris Volpe, directeur des solutions de gestion de patrimoine et responsable de Zephyr, souligne que la contribution de PSN offre aux gestionnaires d’actifs une visibilité significative auprès des gestionnaires de patrimoine et des sponsors de plans. L’entreprise mène également son Sondage Annuel SMA pour évaluer les tendances d’investissement SMA à travers différents types d’entreprises et classes d’actifs.
Zephyr, eine Tochtergesellschaft von Informa plc, hat ihren PSN-Ausblick für 2025 veröffentlicht, der sich auf Chancen in Separat verwalteten Konten (SMA) konzentriert. Die Veröffentlichung enthält Beiträge verschiedener Vermögensverwaltungsunternehmen zu Themen wie quantitativen Modellen, Faktorenanalyse und KI im SMA-Investieren.
Der Bericht dient als umfassende Ressource für Finanzprofis, einschließlich Beratern, Family Offices und Vermögensverwaltern. Die PSN-Datenbank enthält über 21.000 Produkte mit fast 40 Jahren historischen Daten und hat sich als wichtiges Werkzeug für Investmentprofis etabliert, die detaillierte Marktanalysen suchen.
Chris Volpe, Direktor für Vermögensverwaltungslösungen und Leiter von Zephyr, betont, dass der Beitrag von PSN den Vermögensverwaltern eine signifikante Sichtbarkeit bei Vermögensverwaltern und Plananbietern bietet. Das Unternehmen führt auch seine Jährliche SMA-Umfrage durch, um die SMA-Investitionstrends über verschiedene Unternehmensarten und Anlageklassen hinweg zu messen.
Positive
- Extensive database of 21,000+ products with 40 years of historical data
- Platform connects asset managers with wealth managers and plan sponsors
- Comprehensive coverage of SMA investment strategies and market analysis
Negative
03/31/2025 – 12:18 PM
NEW YORK, March 31, 2025 /PRNewswire/ — Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has released its highly anticipated Zephyr PSN Outlook for 2025. 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. The Zephyr PSN Outlook for 2025 serves as a resource for financial advisors, family offices, asset managers, financial analysts and wealth managers seeking to implement, or learn more about separately managed accounts.
The Zephyr PSN Outlook for 2025 serves as a resource to implement or learn more about separately managed accounts.
The following firms contributed:
How can two things be so identical yet be so different? – Affinity Investment Advisors
The Role of Quantitative Models in Building Smarter SMAs – Ativo Capital
The Value of Using Factor Clones Versus Broad Benchmarks When Assessing Manager Skill – Aapryl, a subsidiary of Xponance
The Time is Right for Value – Boston Common Asset Management
Investing in Separately Managed Accounts – Capital Wealth Planning LLC
The Federer Paradox: Embracing a Small Advantage to Win Big – Cornerstone Investment Partners LLC
Turning SMA Reporting into a Competitive Advantage – Data Centrix
Good AI Needs Good Data – finmason
Time To Diversify – Horizon Investment Services
The Axiom of Choice – Martin Investment Management LLC
Role of an Outsourced Boutique Manager in Separately Managed Accounts (SMAs) – One Oak Capital Management
SMAs vs. Mutual Funds: Understanding the Differences – Oppenheimer Investment Management
SMA investing, through a business-owner’s perspective – Rothschild Wealth Partners
Navigating Volatile Markets: How SMAs Offer More Control in Small-Cap Investing – Shaker Investments
Riddle Me This… – Tannin Capital
The Zephyr PSN Outlook for 2025 can be viewed – here.
PSN, a leader in SMA data, provides access to hundreds of award-winning products. For 40 years, PSN has been a trusted resource for investment professionals, helping asset and wealth managers connect with investors. The PSN database includes over 21,000 products and nearly 40 years of historical data, making it an invaluable tool for detailed insights and strategic planning.
“We believe that contributing to PSN offers asset managers unparalleled access to wealth managers and plan sponsors interested in performing necessary due diligence,” says Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr. “As we look ahead, we are excited to share Zephyr’s PSN Outlook for 2025. The continued growth and interest in the SMA space present a unique opportunity for PSN contributors and partners to share their valuable insights.”
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 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. 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 is the industry’s most awarded financial services software earning top honors for data and research, technology platform and most recently “Best Wealth Management Company” in the 2025 FinTech Breakthrough Awards. The solution 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
What key features are included in Zephyr’s PSN Outlook 2025 for SMA investing?
The PSN Outlook 2025 includes insights on quantitative models, factor analysis, value investing, AI implementation, and market volatility management in SMAs, contributed by multiple asset management firms.
How extensive is PSN’s database for SMA investment analysis?
PSN’s database contains over 21,000 products with nearly 40 years of historical data, providing comprehensive information for investment professionals.
What topics do asset management firms cover in the Zephyr PSN Outlook 2025?
Firms cover topics including factor clones vs. benchmarks, value investing, AI implementation, market volatility, and the differences between SMAs and mutual funds.
How does PSN support investment professionals in SMA investing?
PSN provides access to hundreds of award-winning products, 40 years of historical data, and serves as a platform connecting asset managers with investors for due diligence.
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