A Promising Future for SMAs in 2025
By Product Manager, Nick Williams
Nick Williams, PSN Product Manager
As we look ahead to 2025, the Separately Managed Account (SMA) space is poised for continued growth, building on the momentum and trends observed throughout 2024. Zephyr's PSN database, with its 40-year legacy as the premier authority in managed accounts, remains a vital resource for the industry.
Over the past year, we have worked diligently to expand PSN, making it easier than ever for contributing managers to connect with institutions, endowments, family offices, and financial advisors. We’ve enhanced the visibility of asset managers through the industry’s most recognized award the PSN Top Guns now accessible to thousands of professional investors. By evaluating top-performing asset managers across 50+ categories, we empower investors with critical insights. Additionally, we’ve simplified the process for firms to promote their Top Gun achievements with dedicated landing pages showcasing their awards, and our new Advantage Packages allow managers to extend their branding across our platform.
Looking ahead, 2025 promises to be a transformative year for SMAs. The increasing accessibility of SMAs to retail investors driven by technological advancements and shifting investor preferences will fuel demand for more personalized, transparent, and flexible investment solutions.
With a database spanning over 22,000 investment strategies and more than 2,800 asset management firms, PSN will continue to serve as an essential tool for institutions, endowments, family offices, and financial advisors seeking top-tier SMA managers.
As the industry evolves, PSN remains committed to innovation, continuously enhancing its technology and analytics to remain at the forefront of the managed account space. Our platform will continue to deliver best-in-class data, analytics, and thought leadership facilitating stronger connections between asset managers and allocators.
The future of SMAs in 2025 is bright, filled with opportunities for growth, innovation, and enhanced value for investors. PSN is ready to lead the way, supporting the industry through this exciting period of transformation and expansion.
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