Zephyr's 2026 SMA Outlook Highlights Growing Demand for Separately Managed Accounts
Event summary
- Zephyr released its 2026 PSN Outlook on April 6, 2026, featuring insights from 12 asset management firms on SMA strategies.
- The report aims to capitalize on the exponential growth of the SMA space over the past year.
- Zephyr's PSN database includes over 2,800 firms, 285 universes, and 21,000 products, with nearly 40 years of historical data.
- The 2025 PSN Mid-Year Outlook was a finalist in two industry awards, underscoring the platform's thought leadership.
The big picture
Zephyr's 2026 SMA Outlook reflects the growing importance of separately managed accounts in the asset management industry. The report underscores the strategic shift toward customized, data-driven investment solutions as firms seek to differentiate themselves in a competitive market. With the SMA space expanding rapidly, Zephyr's platform plays a critical role in connecting asset managers with wealth managers and plan sponsors.
What we're watching
- SMA Adoption
- How the pace of SMA adoption will affect asset manager strategies in 2026 and beyond.
- Market Differentiation
- Whether Zephyr can sustain its leadership position as SMA competition intensifies.
- Data Utilization
- The extent to which Zephyr's historical database will influence SMA investment decisions.