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Faster, easier analysis

PSN | Data analysis and tools | Financial intelligence

With thousands of products available it can be difficult for investment managers to provide comparisons that measure performance and assess risk. Web-based PSN Enterprise makes manager research simpler.

How it works
PSN Enterprise gives you access to over 20,000 domestic and global investment products and over 260 preloaded PSN published universes.

With this user-friendly solution, you can:

  • Access investment management information
  • Analyze data and performance trends, including peer group analysis
  • Translate product and firm data into 67 global currencies
  • Share results, reports and customer universes
  • Blend products or indices together to analyze a full portfolio of holdings
  • Define, maintain and run reports on your own self-entered database
  • Carry out historical financial performance analysis – we don’t delete manager data.

 

How PSN Enterprise can help
PSN Enterprise increases efficiency, whether you need to provide more comprehensive information or complete a time-sensitive project.

What's included

Logic function

Logic function

Advanced manager research and reporting.

Online dashboard and reporting

Presentation designer

Take your reports to the next level in batch or as one-offs.

Hybrids system

Hybrids system

Create hypothetical manager blends or index blends.

Quick stat

Quick Stat

View calculated statistic performance for products.

Financial Intelligence: latest

Free analysis

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 08.06.18

    By Ryan Nauman 06 Aug 2018

    Solid second quarter earnings continue to help offset escalating trade concerns, as the S&P 500 finished the week up .80%. Todate, more than 80% of S%P companies have reported earnings, with 80% beating estimates (FactSet). Here are some of the highlights, which came from the tech sector. Apple beat earnings estimates and provided better-than-expected forward guidance after experiencing their best third quarter earnings ever. The announcement helped the embattled tech sector move forward after a tough week, and propelled Apple to be the first $1 trillion U.S. company. Caterpillar reported better-than-expected earnings and raised its full-year outlook, despite saying tariffs will reduce the bottom line between $100 and $200 million in the second half. Proctor & Gamble, Pfizer, DowDuPont, and Aetna all reported better-than-expected earnings. Meanwhile, Tesla reported wider-than-expected losses, but to the delight of investors, experienced smaller cash burn than expected, while also reaffirming profitability during the second half. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.30.18

    By Ryan Nauman 30 Jul 2018

    This week marked the busiest week of the second quarter earnings season, as the S&P 500 rose modestly on solid earnings and promising trade news. To date, 53% of the S&P 500 companies have announced second quarter earnings, with 83% of them beating estimates (FactSet). Lets start with the headliner, Facebook. Most were expecting big numbers from Facebook, but the big numbers they received were not the ones they expected, as in a $120 billion decrease in market value. Facebook plunged after reporting mixed earnings, while providing a downbeat forecast for the remainder of the year. The numerous scandals/sins they were able to withstand over the past few months finally caught up to them. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.23.18

    By Ryan Nauman 23 Jul 2018

    After the backlash President Trump received for his performance during his press conference with Russia’s President Putin and the corresponding clean-up of the mess, Trump proceeded to divert everyone's attention back to trade and some meddling of his own. President Trump warned China that he is “ready to go” with $500 billion in new tariffs on Chinese goods. He didn’t stop there, as he accused the EU and China of devaluing their currencies, and the cherry on top was his meddling in the Fed’s interest rate policy making. Thankfully, companies reported solid earnings to help keep equity markets afloat. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.16.18

    By Ryan Nauman 16 Jul 2018

    Earnings season hits full stride this week, with big names, Bank of America, BlackRock, Netflix, Johnson & Johnson, Alcoa, Morgan Stanley, and Microsoft, leading the charge. We will find out if the mixed results for financials continue; have the strong earnings for technology companies, in particular the FAANG stocks, continued; and how have the tariffs effected industrials, like Alcoa? Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.09.18

    By Ryan Nauman 09 Jul 2018

    The initial $34 billion tariffs levied against Chinese goods kicked in on Friday. This is the first part of the $50 billion worth of tariffs President Trump announced in June, with the remaining $16 billion scheduled to take effect in two weeks. President Trump warned that the White House is willing to impose an additional $500 billion worth of tariffs on Chinese goods, depending on the response from China. Despite the official start to the trade tariffs between the U.S. and China, and a threat that there could be much more to come from President Trump, the major U.S. equity markets ended the week in the black. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.02.18

    By Ryan Nauman 02 Jul 2018

    Is anyone else having difficulty keeping score of the back-and-forth trade talk? Or maybe I am just growing tired of all the rhetoric. Regardless, it is something that must be discussed, as markets have been swinging up and down based on the news, or in some cases, tweets. Markets have been range bound, as investors have taken a wait-and-see approach, which seems prudent, as uncertainty reigned the week prior to the initial U.S. and Chinese trade tariffs taking effect. The uncertainty was evident this week, due to conflicting statements from the White House regarding restricting Chinese investment in U.S. technology and intellectual property. The initial reports caused a sell-off in tech stocks, only to have techstocks rebound later in the week, as the tone from the White House softened. Recently, I wrote about the run technology was on, in part due to investors believing that technology was immune to the trade talk, well, that changed. This week we learned that no sectors are truly immune from the trade scuttlebutt. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 06.25.18

    By Ryan Nauman 25 Jun 2018

    As we close the book on quarter two, here are some of the upcoming noteworthy events as the World Cup hits full stride. Wednesday, U.S. durable goods is released, Thursday is the first quarter U.S. GDP update, and Friday is U.S. personal consumption expenditures (PCE); China Purchasing Managers Index (PMI); University of Michigan Consumer Sentiment index. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 06.18.18

    By Ryan Nauman 18 Jun 2018

    After a busy week of events, this week is much quieter. U.S. housing data starts the week, which will provide insight on if higher interest rates and increased home values have hurt home sales. The week finishes with the anticipated OPEC meeting to discuss output levels. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 06.11.18

    By Ryan Nauman 11 Jun 2018

    There are a lot of headline worthy events happening this week that will capture the attention of many and effect global markets. As markets digest the G-7 summit in Canada, the historic Korea Summit kicks off, it’s hard to get a grasp of what the outcome will be when the two unpredictable leaders convene in Singapore. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • PSN Enterprise, Zephyr

    Macro-Economic Forces Bring Commodities to the Forefront

    By Ryan Nauman 11 May 2018

    Macro-Economic Forces Bring Commodities to the Forefront

    Topic Returns Based Style Analysis Manager Analysis

  • PSN Enterprise, Zephyr

    Did Active Managers Capitalize on the Spike in Volatility During February?

    By Ryan Nauman 15 Mar 2018

    Did Active Managers Capitalize on the Spike in Volatility During February?

    Topic Returns Based Style Analysis Manager Analysis

  • PSN Enterprise, Zephyr

    Active Management Outperforms in 2017

    By Ryan Nauman 08 Feb 2018

    Active Management Outperforms in 2017

    Topic Returns Based Style Analysis Manager Analysis

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Measured Wealth Private Client Group LLC

    20 Dec 2017

    Quote from Richard Kesner, President of Measured Wealth Private Client Group LLC, formerly known as The CommonWealth Group.

    Topic Industry News

Meet the team

Analyst

Ryan Nauman

Analyst, VP, Product and Market Strategist

USA

Ryan Nauman

Ryan specializes in

  • Investment Analysis

+18 year(s) experience

Any questions?

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