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Zephyr's PSNNew Products and ManagersSummaryInforma Financial Intelligence understands the importance of completeand up-to-date information. New Products and Managers are identifiedin bold inside of PSN Enterprise, but this quarterly reference guidemakes it even easier to see the latest additions. This listing identifies allnew products, from both new and existing managers, and the date theyentered PSN. Newly added managers are identified with an asterisk.(*).Manager Name3EDGE Asset Management LPTotal New Products197Total New Managers10New Products fromExisting Managers169Product NameDate Added3EDGE ESG Strategy3EDGE Growth Strategy3/17/20203/24/2020Acadian Non-US ADR Eq (Model/LPL)1/23/2020Alatus Long-Only StrategyAlatus UCITS - Inflection Long Only1/14/20201/14/2020AllianzGI Intermediate Gov/CreditAllianzGI US Core Fixed Income2/27/20202/26/2020ACM International Equity2/14/2020Global Equity Advisory2/26/2020Acadian Asset Management LLCAlatus Capital SA*Allianz Global InvestorsAMG Capital ManagementAristotle Capital Management, LLCAristotle Credit Partners, LLCHigh Yield - SMA2/3/2020Arroyo Investment Group LLC*Arroyo Global All Cap BalancedArroyo Global All Cap Growth3/12/20203/12/2020Azzad Asset Management, Inc.Mid Cap GrowthMid Cap Value2/4/20202/4/2020Brown-Beutel US Large Cap Value Fund3/5/2020Beutel, Goodman & Company LtdBirch Run InvestmentsShort Term Fixed Income Plus1/14/2020Boston Partners Mid Cap Value SMA1/14/2020Boston Partners1As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameBramshill Investments, LLCProduct NameDate AddedBramshill Income Performance Fund3/17/2020Calamos Market Neutral Income3/17/2020Caravan Emerging MarketsCaravan MIRIFrontier Caravan Emerging Markets Fu2/6/20202/6/20202/20/2020Chartwell Core Plus Fixed Income1/14/2020International Small Cap1/14/2020ClearBridge International Growth ADR1/24/2020Global All Cap Dividend GrowthGlobal Small Cap Dividend GrowthInternational All Cap Div GrowthInternational Small Cap Div Growth3/25/20203/25/20203/25/20203/25/2020Africa Frontiers StrategyGlobal Emerging Markets Equity StratGlobal Equity StrategyGlobal Managed Strategy3/25/20203/25/20203/25/20203/25/2020Equity Opportunities Fund3/17/2020EM Debt Limited DurationEMD Unconstrained Local CurrencyEmerging Markets Debt CorporateEmerging Markets Debt ing Markets Local IncomeGlobal Macro Absolute Return Adv.International Small-Cap EquityMulti-Asset CreditSenior Loan SG Core US Equity2/18/2020Concentrated Global Small Cap1/29/2020Calamos Advisors LLCCaravan Capital Management*Chartwell Investment PartnersChicago Equity Partners, LLCClearBridge Investments, LLC.Copeland Capital Management, LLCCoronation Asset Management,PTY Ltd.*Davenport Asset ManagementDelaware / MacquarieEaton Vance ManagementF L Putnam Investment Management Co.*Fidelity Institutional Asset Mgmt.2As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameProduct NameConcentrated International Small CapGlobal CoreGlobal Real Estate Equity SecuritiesSelect Global Small Cap PlusSelect International Small Cap PlusDate Fiera Capital CorporationTax Efficient Core Plus Enhanced2/7/2020First Pacific Advisors, LPFPA Flexible Fixed Income3/17/2020FQ Global Equity Market Neutral3/17/2020Emerging Markets Small Cap ESGGlobal Equity Long Short1/14/20203/2/2020Intermediate Fixed Income1/14/2020Equity IncomeGrowth & Income Equity Strategy3/17/20203/17/2020Franklin Income SMA CompositeFranklin Inter IG Credit SMA ComposiFranklin Municipal Green Bond SMA3/30/20203/30/20203/25/2020Disciplined SMidCap CatholicDisciplined TaxManaged AllCap3/10/20203/10/2020High Yield BB/B Rated1/14/2020Hartf Multifactor International FundHartford Schroders Securitized Incom1/14/20201/14/2020iSectors Capital PreservationiSectors Domestic EquityiSectors Domestic Fixed IncomeiSectors Endowment AllocationiSectors Enhanced AggressiveiSectors Enhanced BalancediSectors Enhanced ConservativeiSectors Enhanced 01/14/20201/14/20201/14/2020First Quadrant, L.P.Fisher InvestmentsFort Washington Investment AdvisorsFranklin Street Advisors, Inc.Franklin Templeton InvestmentsGreat Lakes Advisors, LLC.Guggenheim InvestmentsHartford FundsiSectors, LLC3As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameProduct NameiSectors Enhanced IncomeiSectors Global Balanced AllocationiSectors Global ConservativeiSectors Global Equity AllocationiSectors Global Fixed Income AllociSectors Global GrowthiSectors Inflation ProtectioniSectors Liquid AlternativesiSectors Precious Metals AllocationiSectors Tactical Global BalancedDate 1/14/20201/14/20201/14/20201/14/20201/14/2020Kayne Anderson Rudnick Invst.All Cap Sustainable GrowthEmerging Markets Small CapGlobal Small CapInternational Small-Mid CapSmall-Mid Cap Sustainable GrowthVirtus KAR Emerging Markets SmallCapVirtus KAR International Small-MidVirtus KAR Mid-Cap Growth FundVirtus KAR Small-Mid Cap Core /12/20203/12/20203/12/20203/12/2020Kennedy Capital Management, Inc.Bank Sector3/9/2020Kovitz Investment Group, LLCKovitz Dividend Income (MA)Kovitz Dividend Value (MA)1/14/20201/14/2020Landry International Equity Strategy1/21/2020Global Managed Volatility (ACW)International Strategic Eq ex-EM3/9/20201/21/2020Global Managed Volatility (ACWI)3/9/2020Landry Investment ManagementLazard Asset Management LLCLSV Asset ManagementManaged Asset Portfolios, LLCMAP Global Equity Ex-Options3/17/2020Disciplined Value - U.S. Small Cap1/14/2020Matarin Low Volatility1/14/2020Risk Parity Strategy (HW DRQ V20)2/14/2020Manning & Napier Advisors, LLCMatarin Capital ManagementMellon Investments Corporation4As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameProduct NameZia Risk Parity Fund L.P.Date Added3/9/2020MFG Asset ManagementMFG Global Sustainable Fund (UCITS)3/17/2020U.S. Value1/14/2020U.S. Equity3/17/2020Asia OpportunityGlobal AdvantageGlobal Balanced Risk ControlGlobal Concentrated Real Estate SecLiquid Real 0MainStay Income Builder Fund1/21/2020Mitchell Capital Management Co.Mondrian Investment Partners LimitedMorgan Stanley Investment ManagementNew York Life Investment Mgmt., LLCPanAgora Asset Management, Inc.Defensive Global Equity Low Vol2/6/2020Parametric Portfolio AssociatesParametric US LargeCap DeltaShift TMParametric US LargeCap DeltaShift TM2/7/20202/10/2020Penn Capital Small Cap Value1/14/2020Sector Select Concentrated Equity3/17/2020US Long/Short Treasury Plus2/14/2020Putnam Sustainable Future1/21/2020RBC Asia Pacific ex Japan EquityRBC China Focus EquityRBC Emerging Markets Multi Strat EqyRBC Global Diversified EquityRBC Japan 0International Equity ADRSelect ValueSmall-Mid Cap Value Equity II1/27/20201/27/20201/27/2020Salient MLP High Conviction Strategy2/11/2020Penn Capital ManagementPrinceton Capital Management, Inc.ProfitScore Capital Management, Inc.Putnam InvestmentsRBC Global Asset ManagementRiver Road Asset Management, LLCSalient Partners, L.P.5As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameSasco Capital, Inc.Product NameDate AddedSmall Cap Contrarian ValueSMID Cap Contrarian Value1/21/20201/21/2020Smead US Value UCITS FundSmead Value Fund - Share Class ASmead Value Fund - Share Class I2/28/20202/28/20202/28/2020Symons Asset Allocation Strategy3/17/2020HQ Short AMT-Free Tax-ExemptHQ Short-Interm Taxable Govt/CreditTannin Large Cap Value2/14/20202/19/20202/14/2020Israeli Innovation1/23/2020TD Low Vol Dev & EM StrategyTD Low Volatility U.S. Eq Strategy3/12/20203/12/2020Thornburg Strategic Municipal Income2/11/2020Thrivent Aggressive Allocation FundThrivent Diversified Income PlusThrivent High Yield FundThrivent Income FundThrivent Large Cap Growth FundThrivent Large Cap Value FundThrivent Limited Maturity Bond FundThrivent Mid Cap Stock FundThrivent Opp Income Plus FundThrivent Small Cap Stock enchmark US Strategy1/14/2020ESG FocusMunicipal Income1/14/20201/14/2020Equity Global All Country3/10/2020Validus Global Growth Composite2/11/2020Smead Capital Management, INC.Symons Capital Management, Inc.Tannin CapitalTaylor Frigon Capital Management LLCTD Asset Management*Thornburg Investment Management, IncThrivent Asset Management, LLC*TOBAMTradition Asset ManagementUnigestion*Validus Investment Advisors*6As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameProduct NameValidusInternationalGrowthCompositeDate Added2/11/2020Van Eck Associates CorporationMunicipal Allocation Strategy2/19/2020Emerging Markets OpportunitiesInternational Small Cap2/20/20202/20/2020Growth & Income3/12/2020Small Cap Growth2/14/2020Vaughan Nelson Investment ManagementVictoria Capital Management, Inc.WCM Investment ManagementWeiss Multi-Strategy Advisers LLC*Weiss Alternative Balanced Risk Fund3/6/2020Wellington Management Company LLPInternational Contrarian Value1/23/2020Analytic Factor Enhanced Emerg MarkAnalytic Factor Enhanced Global EqAnalytic Factor Enhanced Intern. DefAnalytic Factor Enhanced US Large EqAnalytic Factor Enhanced US Small ge-Cap Strategy3/12/2020Wilshire Global ETF - AggGrowthWilshire Global ETF - ConservativeWilshire Global ETF - GrowthWilshire Global ETF - MdCnsvWilshire Global ETF - MdGrthWilshire Global ETF - ModerateWilshire Hybrid ETF TS - ConsvWilshire Hybrid ETF TS - GrowthWilshire Hybrid ETF TS - MdCnsvWilshire Hybrid ETF TS - MdGrthWilshire Hybrid ETF TS - ModerateWilshire Premier Alloc. TS - ConsvWilshire Premier Alloc. TS - GrowthWilshire Premier Alloc. TS - MdCnsvWilshire Premier Alloc. TS - MdGrthWilshire Premier Alloc. TS - ModWilshire Premier Allocation - /14/2020Wells Fargo Asset ManagementWilmington Trust Investment AdvisorsWilshire Associates Incorporated7As of March, 2020914-509-1576 financialintelligence.informa.com
Manager NameProduct NameWilshire Premier Allocation - ConsvWilshire Premier Allocation - GrowthWilshire Premier Allocation - MdCnsvWilshire Premier Allocation - MdGrthWilshire Premier Allocation - ModDate Winslow Capital Management, LLC.U.S Large Cap Growth ESG3/12/2020WisdomTree China ex-SOE2/14/2020WisdomTree Asset ManagementZeo Capital Advisors, LLCZeo Sustainable Credit Strategy82/7/2020As of March, 2020914-509-1576 financialintelligence.informa.com
EMD Unconstrained Local Currency 3/12/2020 . Franklin Municipal Green Bond SMA 3/25/2020 Intermediate Fixed Income 1/14/2020 Equity Income 3/17/2020 . MainStay Income Builder Fund 1/21/2020 Defensive Global Equity Low Vol 2/6/2020 Asia Opportunity 3/12/2020 Global Advantage 3/12/2020
