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PSN SMA Top Guns Model Portfolios
Combining our proprietary view of the SMA market via our PSN SMA data with Zephyr’s powerful analytics and reporting, we’ve created Top Guns Model Portfolios. These models provide advisors with empirical historical data based on SMA portfolios made up of the top SMA performers.
Also, we’ve created similar portfolios consisting of ETFs, using the same asset allocations that we used for the SMA models, to provide a side-by-side comparison of the active and passive model portfolios.
DOWNLOAD SMA MODEL PORTFOLIO
DOWNLOAD SMA VS ETF MODEL PORTFOLIO
These portfolios were built using the Zephyr platform and the PSN SMA data. For more information about Zephyr or PSN SMA, complete the form below and one of our specialists will be in touch.