Publisher's Letter
From Director of Wealth Management Solutions and Head of Zephyr, Chris Volpe
Chris Volpe
In May of last year, PSN launched its inaugural 2024 Mid-Year Outlook, marking a significant milestone for us. The eBook showcased insights from across the SMA space—included contributions from PSN Top Guns winners, other Informa businesses and our internal team—truly cementing PSN's position as a pioneer in SMA Data Distribution. With nearly 20 thought leadership articles and a wealth of insights, our eBook has already reached tens of thousands of investment professionals.
We believe that contributing to PSN offers asset managers unparalleled access to wealth managers and plan sponsors interested in performing necessary due diligence. 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.
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.
PSN has been and always will be a partnership between contributing managers and our dedicated team. Since the publication of PSN's Mid-Year Outlook, Zephyr and PSN have created and delivered several new product offerings for PSN Top Guns winners and contributors to market their firms. PSN and Zephyr's partnership in delivering a superior investment management product to its users has never been more robust.
We want to reaffirm our commitment to strategy managers, plan sponsors, advisors, asset managers, analysts, and more. We are dedicated to building a robust financial ecosystem that delivers the most extensive SMA data, meeting the needs and goals of our customers and clients as well as helping firms showcase their products. We are eager to continue supporting you and offering a platform to showcase your firms.
Warm regards,
