Key Takeaways
- • Zephyr Financial Solutions (subsidiary of Informa plc) released its 2026 PSN Outlook for Separately Managed Accounts (SMAs), positioning the eBook as a comprehensive resource for financial advisors, family offices, asset managers, and wealth managers navigating the SMA landscape.
- • 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 on investment solutions.
- • The 2025 PSN Mid-Year Outlook (predecessor to the 2026 edition) earned finalist nominations in both the WealthManagement.com Industry Awards and ThinkAdvisor Luminaries Awards 2025, validating the thought leadership contributions from participating firms.
- • Multiple asset management firms contributed articles and insights to the 2026 outlook, with topics spanning tax-aware investing, personalized portfolio construction, scalable SMA models, and alternative investment integration.
- • Zephyr's platform serves over 2,800 firms and functions as a critical database for institutional and retail investor outreach within the SMA ecosystem.
Summary
Zephyr Financial Solutions, a subsidiary of Informa plc, has published its 2026 PSN Outlook on Separately Managed Accounts, reinforcing its position as a thought leadership platform within the wealth and asset management sector. The publication is designed to serve financial advisors, family offices, asset managers, financial analysts, and wealth managers seeking to implement, promote, or deepen their understanding of SMAs as an investment vehicle.
The 2026 edition builds on momentum from its 2025 Mid-Year Outlook predecessor, which achieved substantial industry recognition by securing finalist nominations in two major awards competitions: the WealthManagement.com Industry Awards and the ThinkAdvisor Luminaries Awards 2025. This recognition underscores the credibility and market relevance of the insights contributed by participating firms.
According to Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr, the SMA space has expanded significantly over the past year, generating "unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence." The 2026 outlook reflects this evolution, with contributed articles addressing key industry trends including tax-aware and personalized investment approaches, scalable portfolio models, and the integration of alternative investments into SMA structures.
The Zephyr PSN platform currently connects over 2,800 firms and functions as a central intelligence resource for navigating the SMA market. The 2026 outlook extends this reach by aggregating expert analysis and thought leadership from multiple contributors, making it a structured reference point for investment professionals evaluating SMA strategies, manager selection, and portfolio construction methodologies. The eBook format reflects the industry's broader shift toward digital, accessible research resources tailored to institutional and high-net-worth investor audiences.
The 2026 edition builds on momentum from its 2025 Mid-Year Outlook predecessor, which achieved substantial industry recognition by securing finalist nominations in two major awards competitions: the WealthManagement.com Industry Awards and the ThinkAdvisor Luminaries Awards 2025. This recognition underscores the credibility and market relevance of the insights contributed by participating firms.
According to Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr, the SMA space has expanded significantly over the past year, generating "unparalleled opportunities for asset managers to connect with wealth managers and plan sponsors seeking to perform essential due diligence." The 2026 outlook reflects this evolution, with contributed articles addressing key industry trends including tax-aware and personalized investment approaches, scalable portfolio models, and the integration of alternative investments into SMA structures.
The Zephyr PSN platform currently connects over 2,800 firms and functions as a central intelligence resource for navigating the SMA market. The 2026 outlook extends this reach by aggregating expert analysis and thought leadership from multiple contributors, making it a structured reference point for investment professionals evaluating SMA strategies, manager selection, and portfolio construction methodologies. The eBook format reflects the industry's broader shift toward digital, accessible research resources tailored to institutional and high-net-worth investor audiences.
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