What data is provided with Zephyr software?
Zephyr provides extensive databases for use with StyleADVISOR and AllocationADVISOR, including monthly index and mutual fund total returns and quarterly separate account manager total returns.
Are there any other databases available?
Yes, you can also purchase hedge fund data, variable annuity data, stock data, monthly separate account manager, daily mutual fund and daily index data.
Can I import my own data?
Yes. The Zephyr software suite includes a utility which allows you to import returns data from Excel into StyleADVISOR and AllocationADVISOR.
How is data updated?
Data is updated by downloading executable files (or zipped files) from our website.
Which indices are included with StyleADVISOR?
StyleADVISOR includes monthly total returns data for over 10,000 indices. We have included a general overview of the indices available below. For questions about the availability of particular indices, please call 800-789-5323 or email sales@styleadvisor.com.
Domestic Style and Equity Indices from Dow Jones, Oakbrook, Russell, S&P, S&P/BARRA, Salomon Smith Barney and Wilshire.
Global Equity, Style and Sector Indices from Dow Jones, IIA, Morgan Stanley Capital International, Parametric, Salomon Smith Barney and SURZ.
Emerging Markets Indices from the MSCI and S & P Emerging Markets Database (formerly the International Finance Corporation Indices).
Canadian Indices from BARRA, IIA, Nesbitt Burns, Russell and TSE.
Domestic Fixed Income Indices from Lehman Brothers, Merrill Lynch and Salomon Smith Barney.
Global Fixed Income Indices from MSCI, Lehman Brothers and Salomon Smith Barney
Hedge Fund Indices from Hedge Fund Research and Hennessee
Economic Indicators for market research
What mutual fund data is available?
As part of the StyleADVISOR package mutual fund data from Morningstar is provided. This database includes nearly 15,000 domestic and international mutual funds, both equity and fixed income.
What separate account data is available?
As part of the StyleADVISOR package separate account data from PSN-Effron is provided. This database includes over 7,000 domestic and international accounts, both equity and fixed income reporting on a quarterly basis.
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