Zephyr provides access to a great deal of data for use with our software. Data is updated by downloading executable files (or zipped files) from our website. In addition, the Zephyr software suite includes a utility which allows you to import returns data from Excel into StyleADVISOR and AllocationADVISOR.
A subscription to StyleADVISOR includes monthly total returns for more than 12,000 indexes, monthly returns for mutual funds, and quarterly separate account manager total returns. Zephyr also provides an extensive range of optional databases.
Indexes. StyleADVISOR includes monthly total returns data for over 12,000 indexes. We have included a general overview of the indexes available below. For questions about the availability of particular indexes, please call 800-789-5323 or email sales@styleadvisor.com.
Domestic Style and Equity Indexes from Dow Jones, Oakbrook, Russell, S&P, S&P/BARRA, Salomon Smith Barney and Wilshire.
Global Equity, Style and Sector Indexes from Dow Jones, IIA, Morgan Stanley Capital International, Parametric, Salomon Smith Barney and Surz.
Emerging Markets Indexes from the MSCI and S & P Emerging Markets Database (formerly the International Finance Corporation Indexes).
Canadian Indexes from BARRA, Nesbitt Burns, and TSE.
Domestic Fixed Income Indexes from Lehman Brothers, Merrill Lynch and Salomon Smith Barney.
Global Fixed Income Indexes from MSCI, Lehman Brothers and Salomon Smith Barney.
Hedge Fund Indexes from Hedge Fund Research, Hennessee, hedgefund.net, Barclays, and CSFB.
Economic Indicators for market research.
Mutual Funds. In addition to the data that is included with StyleADVISOR and AllocationADVISOR, Zephyr can provide data on Closed End Mutual Funds, Canadian Mutual Funds from Fundata and Lipper Mutual Fund Data.
Separate Account Managers. In addition to the quarterly database included with StyleADVISOR and AllocationADVISOR, monthly total returns for separate account composites are available from PSN, Nelson’s and eVestment Alliance.
Long Term Indexes. A database of 10 stock and bond indexes going back to 1921 provided by Global Financial Data, Inc updated monthly. Using the US T-Bills, we create risk premium time series for the other 9 indexes.
Hedge funds. Monthly hedge fund data is available from hedgefund.net, Barclay’s and Hedge Fund Research.
Variable Annuities. Monthly total returns for over 20,000 variable annuity/life products from Morningstar.
Stocks. Monthly total returns for over 7,000 stocks from Zacks.
Offshore Data. A database of offshore funds from Lipper.
Daily Data. Daily mutual fund data and index data. |
