Publisher's Letter
From Head of Wealth Management Solutions and Zephyr, Chris Volpe
Chris Volpe
Reflecting on the progress we’ve made and the milestones we’ve achieved together, I’m reminded of the incredible journey that continues to shape our shared success. In May of 2024, PSN launched its inaugural Mid-Year Outlook, a groundbreaking initiative that showcased insights from across the SMA space, and further solidified PSN’s position as a trailblazer in SMA Data Distribution.
Building on this success, the 2025 edition of the PSN Mid-Year Outlook achieved even greater recognition, receiving nominations for thought leadership in both the WealthManagement.com Industry Awards as a finalist and the ThinkAdvisor Luminaries Awards 2025, also as a finalist. These accolades underscore the impact of the insights shared by our contributors and the value PSN continues to deliver to the investment community.
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. As we look ahead, we are excited to unveil Zephyr’s PSN Outlook for 2026—a testament to the continued evolution of our platform and the invaluable contributions of our partners.
We are privileged to be part of Informa, a global leader in events, digital services, and academic research. As a cornerstone of Informa’s Global Finance division, Zephyr benefits from unique access to insights into the wealth, trust, and investment landscape across America and beyond. This connection empowers us to deliver cutting-edge solutions and perspectives that resonate deeply with our audience.
As we move forward, we want to reaffirm our dedication to strategy managers, plan sponsors, advisors, asset managers, analysts, and all those who rely on PSN. Our mission remains steadfast: to build a robust financial ecosystem that delivers the most comprehensive SMA data, supports the goals of our customers and clients, and provides a platform for firms to showcase their expertise and products.
Thank you for your continued trust and partnership. We are eager to support you in 2026 and beyond, and in shaping the future of the SMA space.
Warm Regards,
