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Zephyr Releases PSN Top Guns List for Q2 2024, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

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NEW YORK, Aug. 26, 2024 /PRNewswire/ — Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns List for Q2 2024. The list is an important reference for plan sponsors, advisors, family offices and asset managers showcasing the best performing separate accounts, managed accounts and managed ETF strategies each quarter.

“The PSN SMA database remains a central resource for plan sponsors, family offices and investment managers interested in finding strategies that match their clients’ goals. We are committed to providing managers with the highest quality data, as well as a robust platform to market their products and strategies,” says Nick Williams, Product Manager of PSN at Zephyr. “We have a lot of great things in the works with new targeted offerings for firms coming soon.”

In addition to commemorating 20 years of PSN Top Guns, PSN is celebrating 40 years this year as the longest running SMA database in the world. For the first time in two decades of PSN Top Guns, the list of winners is openly available here

The PSN Mid-Year Outlook for 2024 marks the anniversaries with articles from leading SMAs firms including Martin Investment Management, LLC, Tannin Capital, PIMCO, Level Four Capital Management, Palouse Capital Management, STP Investment Services, Zevenbergen Capital Investments, Sawgrass Asset Management LLC, Capital Wealth Planning LLC, Horizon Investment Services, Aurora and Focus Point Solutions. The PSN Mid-Year Outlook for 2024 can be accessed here.

Zephyr’s Market Strategist Ryan Nauman evaluated this quarter’s PSN Top Guns list and noted, “The Feds’ upcoming interest rate decisions continued to be the primary focus for equity investors during the quarter. Concerns about the economy overheating and inflation remaining stubborn gave way to increased optimism for a soft landing and rate cuts coming soon.”

Nauman reviewed three universes for this quarter. Below are some of the strategies that make up the PSN Top Guns Mega Cap Universe:

Fidelity Institutional Asset Mgmt.: Concentrated Blue-Chip Growth (+11.5% for the quarter)Principal Street Partners: PSP Quality Growth (+9.7% for the quarter)T. Rowe Price: US Large-Cap Core Growth Equity (+9.7% for the quarter)

The following are some of the strategies that make up the PSN Top Guns list for the Emerging Markets Universe:

BlackRock: BlackRock FE India (+13.0% for the quarter)Calamos Advisors LLC: Calamos Emerging Economies Strategy (+12.1% for the quarter)Wasatch Global Investors: Emerging India (+11.9% for the quarter)

Below are some of the strategies that make up the PSN Top Guns Short Maturity Universe:

Diamond Hill Capital Management, Inc: Diamond Hill Short Duration Sec Bond (+2.3% for the quarter)Loomis, Sayles & Company, L.P.: Senior Loan (+1.9% for the quarter)Newfleet Asset Management: Bank Loans Strategy (+1.9% for the quarter)

Nauman’s complete Q2 2024 Top Guns Commentary can be viewed on the company’s website. The complete list of PSN Top Guns and an overview of the methodology, can be found here. If you would like to learn more about becoming a part of the PSN SMA database or would like to subscribe to PSN SMA data, visit PSN. Learn more about how you can contribute to PSN SMA Data here.

About PSN
For four decades, PSN has been a top resource for asset and wealth managers. Asset managers rely on Zephyr’s PSN SMA database to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the database, showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details visit PSN to learn more.

About Zephyr
Zephyr’s award-winning asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers financial professionals to navigate a bullish or bearish market. Zephyr was recently honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform. Zephyr’s asset and wealth management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.

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SOURCE Zephyr, an Informa Company

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ATFX Launches Q1 2025 Trader Magazine: Key Insights for a Volatile Year

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HONG KONG, Jan. 7, 2025 /PRNewswire/ — As Q1 2025 begins, the global economy faces challenges from Trump’s return, central bank policies, and geopolitical shifts. Following a volatile 2024, Trump’s pro-business policies may drive growth in energy, finance, and technology, but tariffs and deregulation could disrupt supply chains and raise prices. Inflation will influence Federal Reserve rate decisions, increasing volatility. Martin Lam, ATFX’s Chief Analyst for Asia Pacific, advises investors to diversify and stay adaptable.

Mohammad Shanti, ATFX Head of Market Research & Analysis, notes the risk of inflation and trade disruptions, even as the US dollar remains strong driven by economic growth and Trump’s agenda.

In the Eurozone, weak growth and uncertainty over US tariffs complicate the outlook. Dr. Mohamed Nabawy, ATFX MENA Market Analyst, highlights that the European Central Bank may cut rates, while political instability in Germany and France adds to the uncertainty.

Nick Twidale, ATFX’s Chief Market Analyst (Australia), observes that while the Reserve Bank of Australia is maintaining steady interest rates, inflation remains a persistent concern. The Australian dollar has experienced significant declines, driven by a strong US dollar and global economic challenges, particularly those stemming from China.

The UK economy is grappling with political instability, unemployment, and a weakened housing market. However, Gonzalo Canete, ATFX Global Chief Market Strategist, believes fiscal policies from the new Labour government could support growth, with the GBP/USD potentially reaching 1.40 by 2025, depending on UK economic data and US trade policies. Meanwhile, Japan’s economy faces contraction, even with rate hikes, and the EUR/JPY may drop to 147 due to political instability in Europe.

Jessica Lin, ATFX’s Global Market Analyst (Asia Pacific), believes Trump’s policies could fuel inflation, benefiting gold as a hedge. Gold is expected to thrive in 2025, driven by central bank purchases, US rate cuts, and geopolitical risks.

The oil market may face oversupply in 2025, with non-OPEC+ production increases. Gab Santos, ATFX Market Strategist (Philippines), emphasizes risk management in this volatile environment.

Gabi Dahduh, ATFX Senior Market Analyst (MENA), notes technological advancements like Ethereum’s shift to Proof of Stake, offering both risk and opportunity. Diversification and staying informed on regulatory changes will be key.

Jason Tee, ATFX (Asia Pacific) Global Market Strategist, advised that traders must adopt a resilient mindset and strong risk management strategies. Continuous learning and adaptability will help refine strategies in this dynamic market.

In conclusion, a proactive, adaptable investment strategy is essential for navigating 2025’s uncertainty. For more insights, Download our Trader Magazine!

About  ATFX

ATFX is a leading global fintech broker with a local presence in 23 locations and licenses from regulatory authorities including the UK’s FCA, Australian ASIC, Cypriot CySEC, UAE’s SCA, Hong Kong SFC and South African FSCA. With a strong commitment to customer satisfaction, innovative technology, and strict regulatory compliance, ATFX provides exceptional trading experience to clients worldwide.

For further information on ATFX, please visit ATFX website https://www.atfx.com.

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SOURCE ATFX

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Optiple introduces Dimming Film Cell technology at CES 2025

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Enjoying anywhere – Implementing realistic images on dimmingFree design – Innovative processing technology for curved lensSaving energy – Lower power-consumption using low voltage

SEOUL, South Korea, Jan. 7, 2025 /PRNewswire/ — Optiple (CEO Inseok Hwang, Jihyung Lee), a company specializing in Dimming Film Cell, participates in CES 2025, the world’s largest consumer electronics and information technology exhibition.

Dimming is a technology that enables a more realistic screen by controlling the intensity of light. The dimming film cells are attached to AR, Smart Eyewear lenses, and when an electric signal is given, the color quickly turns dark to make images look clearer.

The demand for dimming technology is expected to increase significantly in AR, Smart Eyewear. In addition, its application is also being expanded to automotive displays and parts.

Based on GHLC (Guest Host Liquid Crystal) technology, as a total solution company from product design, application development to process technology, Optiple is currently developing products with global customers and is also actively building business cooperation partnerships. GHLC is known as the optimal dimming technology that meets market needs.

The Optiple’s key product features are as follows.

Quick response: 0.1 secLow haze: < 2%Low voltage drive: AC 1.5~10VPlastic film base, Thin & FlexibleFitting curved lenses by innovative processing Technology

Inseok Hwang, CEO of Optiple saying, “By participating in the CES 2025 exhibition, we will promote core competency technologies and applied products, and expand cooperative partnerships with global companies. Ultimately, Optiple wants to continue to be an eco-friendly company that implements less energy and eco-friendly products, and we want to become the world’s best dimming company in the AR and Smart Eyewear industries.”

About Optiple

Founded in October 2021, Optiple stands for “Optics for People” and contains the motto of “Let’s provide useful optical products for people so that everyone can fully enjoy the world in which their abilities are augmented”. in the company name. The co-founders have been in charge of research and marketing in the optical materials and film fields for over 25 years and have experienced success. Optiple is currently manufacturing a liquid crystal-based (GHLC: Guest Host Liquid Crystal) dimming film cell, and are conducting business globally.

Contact:
www.optiple.com
johnny@optiple.co.kr 

Photo – https://mma.prnewswire.com/media/2590712/Optiple____1.jpg

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Chronograph Bolsters Sales and Marketing Teams With Industry Veterans, Promotes Executive Leadership

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NEW YORK, Jan. 7, 2025 /PRNewswire/ — Chronograph, provider of the world’s leading portfolio monitoring solutions for institutional private equity limited partners and general partners, announced two key hires and one executive promotion today. The additions to the team bring a wealth of experience and to enable Chronograph’s global client base to continue to realize exceptional service and value from the company’s products.

Michael Santos joins Chronograph as Global Head of Sales after a decade of sales leadership experience with DealCloud, an Intapp Company. Santos oversaw DealCloud’s growth during its rapid expansion from 2016 through 2024, helping to scale the sales function, stand up the company’s first European office, and spearhead expansion into new markets. Prior to DealCloud, Santos held client development roles with private capital technology companies iLevel and FIS Private Capital Suite (formerly FIS Investran). Santos’ perspective and experience are set to enable the continued global expansion of Chronograph.

Simultaneously, Amanda Korporaal joins Chronograph to lead Product Marketing after eight years with Clearwater Analytics as the company scaled from growth stage to post-IPO, having helped lead client, product, and demand generation marketing teams. Korporaal will play an integral role in educating the market on Chronograph’s differentiated technology and the value delivered to Chronograph’s clients.

These new hires coincide with the promotion of Andrew Kehl to Chief Client Officer, which reflects his successful leadership in overseeing multiple teams across the entire client journey. Kehl has been an invaluable resource to Chronograph since joining in 2019 and this new title reflects his ability to achieve sustainable growth of the business and its culture through a client-centric approach. Chronograph clients can expect continuous progress and accelerated realization of value to their organizations with this array of private capital technology veterans.

Chronograph Co-Founder & CEO Charlie Tafoya remarked, “We couldn’t be more excited to welcome Michael and Amanda to the team and add to our sales and marketing arsenal as we continue to expand our global presence and lead the technology transformation of private capital markets. In parallel, I would congratulate and commend Andy’s success and look forward to working alongside him in his new role as Chief Client Officer. We’re grateful for his leadership over these past 5 years and trust our clients will further maximize the impact of their Chronograph configurations. We’re very much looking forward to diving into the new year with this group.”

Santos commented, “I am incredibly excited to join Chronograph as Global Head of Sales during this transformative period for both the company and the private capital industry. As the industry evolves, demand for comprehensive, accurate, and actionable data has become absolute and a necessity for firms seeking to stay ahead in an increasingly competitive investing landscape. Chronograph is uniquely positioned to meet this need with its innovative technology and client-centric approach. I look forward to partnering with our team and clients to drive the next phase of growth, enabling smarter decision-making, and unlocking new opportunities across the industry.”

Korporaal added, “I am thrilled to join Chronograph at such a pivotal moment. This is an exciting opportunity to collaborate with a passionate team delivering cutting-edge technology and to help strengthen our brand to drive continued growth. I look forward to leveraging my background to support Chronograph’s mission to deliver best-in-class portfolio monitoring technology to investors.”

About Chronograph

Chronograph was founded in 2016 to bring differentiated technology solutions to the private capital market. The firm’s products help institutional limited partners and general partners – including many of the world’s largest private equity and venture capital investors – streamline and automate portfolio monitoring, valuations, analytics, and reporting. The firm is backed by Summit Partners, The Carlyle Group, and Nasdaq, Inc. For further information, please visit www.chronograph.pe

Fred Bower
Chronograph
New York, New York
fred.bower@chronograph.pe

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