Publisher's Letter
From Director of Wealth Management Solutions and Head of Zephyr, Chris Volpe
Chris Volpe
This year marks the 40th Anniversary of PSN, Zephyr’s proprietary SMA database. Successfully navigating the investment management marketplace over a span of four decades is an accomplishment – for any business. PSN has and always will be a partnership between the managers and our dedicated team.
Our goal at PSN is to ensure data is accessible, accurate, verified and shared so that generations of investors can participate in investment strategies on their own terms.
Zephyr and PSN are fortunate to be part of Informa, a leading international events, digital services and academic research group. As part of the company’s Global Finance division, Zephyr has unprecedented access to unique insights into the wealth, trust and investment landscape across America and around the world.
Financial Services is a complex industry that continues to evolve. Zephyr and PSN remain uniquely positioned to ensure our company and our software transforms our clients’ businesses.
As we embark on our next decade which will culminate into PSN’s half century mark, I want to reinforce our promise to the strategy managers, plan sponsors, advisors, asset managers, analysts and more. We will continue to build a powerful financial ecosystem that is focused on delivering the most comprehensive SMA data, serving the needs and goals of our customers and clients.
Warm regards,
