Informa Investment Solutions Helps Advisors Find Options-Based Strategies in Separately Managed Accounts with New Covered Options Universe

Jul 13, 2016


PSN Published Universes expand to include 9 macro strategies and the first-ever options universe

WHITE PLAINS, NY—July 13, 2016 —Informa Investment Solutions announced today a new covered options universe available in their PSN database. The covered options writing universe was designed to help advisors and institutional investors identify and evaluate the performance of separately managed accounts and managers using options-based strategies. Additionally, Informa expanded the PSN Published Universes by adding nine additional global macro universes.

“Demand for data that helps investors evaluate and select appropriate strategies has increased over the past year,” said Leno Toich, Head of Business at Informa Investment Solutions. “The recent BREXIT vote has driven global markets to levels of uncertainty and volatility. As investors and advisors embrace options strategies as a hedge against volatility, our new set of universes will greatly simplify their research and selection process,” added Toich.

PSN is one of the leading investment manager search and evaluation databases. Through the PSN SMA database, advisors and institutional investors may access more than 2,000 money managers and 20,000 products. From there, they can measure performance, conduct detailed statistical analysis and assess risk with flexibility and ease.

“Chicago Board Options Exchange is pleased to assist Informa’s PSN on collecting and analyzing CBOE’s options-based strategy performance benchmark indexes.  Our dialogue helped Informa’s PSN create an options writing classification to evaluate the performance of option writing investments within their PSN Universe,” said Matt Moran, Vice President of Institutional Marketing, Business Development, for CBOE.

In addition to the new options universe, PSN added nine global macro universes to its PSN Published Universes. Global macro strategies generally focus on financial instruments that are broad in scope and whose prices fluctuate based on economic, political and capital flows around the world. They include equity, fixed income, interest rate, currency and stock index strategies, while using derivatives to manage risk.

The nine new PSN global macro universes are: 

•   PSN Global Macro Global Balanced
•   PSN Global Macro Global Equity
•   PSN Global Macro Global Fixed Income
•   PSN Global Macro International Balanced
•   PSN Global Macro International Equity
•   PSN Global Macro International Fixed Income
•   PSN Global Macro US Balanced
•   PSN Global Macro US Equity
•   PSN Global Macro US Fixed Income

 For more information about the PSN Published Universes, please visit www.informais.com/solutions/investment-manager-and-research-content/psn-enterprise.

About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest

 

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