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PSN Separately Managed Accounts (SMA) Data

PSN | Data analysis and tools | Financial intelligence

How PSN SMA can help

With PSN SMA you get the most accurate SMA data available, verified and released monthly and quarterly, including access to over 20,000 domestic and global investment products and over 275 preloaded PSN published universes.

How it works

Leverage the standalone data, use it with PSN Enterprise or Zephyr, or incorporate it into your internal and third party systems to research, analyze and measure performance and assess risk.

 

PSN Universe Stats

PSN New Products and Managers

PSN Universe List


What's included

Deeper insights

Deeper insights

Go beyond customer satisfaction to inform your business decisions.

Financial Intelligence: latest

Free analysis

  • 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 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

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

    Success Stories: Municrest Investment Management Company

    20 Dec 2017

    Quote from Jeffrey Slater, President, MuniCrest Investment Management Company.

    Topic Industry News

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

    Success Stories: Merchants and Planters Trust

    20 Dec 2017

    Quote from Nate Watson, Senior Vice President and Trust Officer Merchants and Planters Trust.

    Topic Industry News

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

    Success Stories: Great Western Bank

    20 Dec 2017

    Quote from Scott Olson, Senior Wealth Advisor, Great Western Bank.

    Topic Industry News

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

    Success Stories: Cadence Bank

    18 Dec 2017

    Quote from Daniel Phillips, Trust Portfolio Manager of Cadence Bank.

    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

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