Key Takeaways
- • Zephyr Financial Solutions (Informa plc subsidiary) released its PSN Outlook for 2026, a comprehensive eBook resource designed for financial advisors, family offices, asset managers, and wealth managers implementing or evaluating separately managed accounts (SMAs).
- • The SMA market has experienced exponential growth over the past year, creating expanded opportunities for asset managers to engage with wealth managers and plan sponsors conducting due diligence, according to Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr.
- • The 2025 PSN Mid-Year Outlook predecessor achieved significant industry recognition, earning finalist nominations in both the WealthManagement.com Industry Awards and the ThinkAdvisor Luminaries Awards 2025, validating the platform's thought leadership credentials.
- • Multiple asset management firms contributed articles and insights to the 2026 edition, positioning the outlook as a collaborative industry resource addressing challenges including alpha generation in complex market environments, tax optimization, personalization in investing, and integration of alternative investments.
- • The PSN Outlook series builds on Zephyr's established SMA database and platform, which asset and wealth managers rely on to reach institutional and retail investors while conducting manager due diligence and performance evaluation.
Summary
Zephyr Financial Solutions, a subsidiary of Informa plc (LSE: INF), has released its PSN Outlook for 2026, marking the continuation of an established thought leadership platform focused on the separately managed accounts sector. The eBook serves as a comprehensive resource for financial professionals including financial advisors, family offices, asset managers, financial analysts, and wealth managers seeking to understand, implement, or evaluate SMAs as investment vehicles.
The release underscores the accelerating momentum in the SMA market. According to Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr, "The SMA space has grown exponentially over the past year, presenting unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence." This growth trajectory has created a critical need for accessible, expert analysis on SMA trends and opportunities—a gap the PSN Outlook addresses through contributions from multiple asset management firms.
The 2026 edition builds on demonstrated market traction from previous iterations. The 2025 PSN Mid-Year Outlook achieved significant recognition within the industry, securing finalist nominations in both the WealthManagement.com Industry Awards and the ThinkAdvisor Luminaries Awards 2025. These accolades reflect the platform's credibility as a source of actionable insights for investment professionals.
The 2026 outlook addresses critical themes relevant to contemporary wealth management challenges, including strategies for generating alpha in complex market environments, tax optimization techniques, personalization approaches in portfolio construction, and integration of alternative investments into separately managed accounts. The collaborative nature of the publication—drawing on contributions from established asset management firms—positions it as a synthesis of industry best practices rather than a single-firm perspective.
Zephyr's PSN platform continues to serve as a foundational resource in the SMA due diligence process, leveraging its proprietary SMA database to facilitate connections between asset managers and institutional clients. The 2026 Outlook reinforces Zephyr's positioning as a primary information provider to wealth managers and asset managers navigating an increasingly sophisticated SMA marketplace.
The release underscores the accelerating momentum in the SMA market. According to Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr, "The SMA space has grown exponentially over the past year, presenting unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence." This growth trajectory has created a critical need for accessible, expert analysis on SMA trends and opportunities—a gap the PSN Outlook addresses through contributions from multiple asset management firms.
The 2026 edition builds on demonstrated market traction from previous iterations. The 2025 PSN Mid-Year Outlook achieved significant recognition within the industry, securing finalist nominations in both the WealthManagement.com Industry Awards and the ThinkAdvisor Luminaries Awards 2025. These accolades reflect the platform's credibility as a source of actionable insights for investment professionals.
The 2026 outlook addresses critical themes relevant to contemporary wealth management challenges, including strategies for generating alpha in complex market environments, tax optimization techniques, personalization approaches in portfolio construction, and integration of alternative investments into separately managed accounts. The collaborative nature of the publication—drawing on contributions from established asset management firms—positions it as a synthesis of industry best practices rather than a single-firm perspective.
Zephyr's PSN platform continues to serve as a foundational resource in the SMA due diligence process, leveraging its proprietary SMA database to facilitate connections between asset managers and institutional clients. The 2026 Outlook reinforces Zephyr's positioning as a primary information provider to wealth managers and asset managers navigating an increasingly sophisticated SMA marketplace.
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