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Report Templates

Below is a list of databases and templates that comprise the Zephyr Template Library. To use these templates with your StyleADVISOR installation click on the ZIP link for the desired template and in the dialog that pops up either run the program or save to disk. The ZIP file contains the Microsoft Office template and its associated StyleADVISOR workbook. If you would like to preview a sample of the template output before downloading and running it in StyleADVISOR, or if you do not have StyleADVISOR, you can click on the PDF link to view the output in Adobe Acrobat. Before proceeding, please also be sure to read our *disclaimer.

A couple of IMPORTANT NOTES - You are now entering the realm of very advanced StyleADVISOR usage. If you are not completely familiar with Dynamic Text and PowerPresenter, you should read Getting Started with Dynamic Text in order to become fully versed in their usage. Other Dynamic Text references can be found here and in Chapters 9 and 19 of the 7.x SAManual.pdf, which is installed in your Style folder by default.

Lastly, this library is a work in progress. If you have sample fact sheets that you would like to submit for consideration and possible inclusion in our library, we are always looking for new layouts to add. You may submit them as an attachment in an email to jim@styleadvisor.com. Thank you very much.

Database/Template Date Size PDF ZIP
Any Database
The templates named “Any XXX” can be used with any database from StyleADVISOR. The templates are not dependant on field information that is specific to any database provider, and therefore they will work with managers from any StyleADVISOR database.
Any Consolidated Performance.xls 11/01/07 36 KB PDF ZIP
Any Scorecard.xls 11/01/07 103 KB PDF ZIP
Any Stat City.xls 11/01/07 210 KB PDF ZIP
Any Tahoe.xls 11/01/07 66 KB PDF ZIP
Any True Blue.doc 11/01/07 122 KB PDF ZIP
Morningstar Extended Fields Database
The templates named “MStarExt XXX” are designed to be used with the Morningstar Extended Fields database. The templates contain information that references specific fields in the Morningstar Extended Fields database, and therefore they may not be fully functional if used with managers from another database. Of course you are free to tailor the templates to your needs by making any modifications necessary, including hard-coding unique field values.
MStarExt Art Blue.doc 11/01/07 106 KB PDF ZIP
MStarExt Art Gray.doc 11/01/07 107 KB PDF ZIP
MStarExt Art Green.doc 11/01/07 106 KB PDF ZIP
MStarExt Art Logo.doc 11/01/07 124 KB PDF ZIP
MStarExt Art Red.doc 11/01/07 107 KB PDF ZIP
MStarExt Gen.doc 11/01/07 81 KB PDF ZIP
MStarExt Gen2.doc 11/01/07 86 KB PDF ZIP
MStarExt Penobscot.xls 11/01/07 71 KB PDF ZIP
Zephyr SMA Monthly Database
The templates named “ZSMA XXX” are designed to be used with the Zephyr Separately Managed Accounts Monthly database. The templates contain information that references specific fields in the Zephyr Separately Managed Accounts Monthly database, and therefore they may not be fully functional if used with managers from another database. Of course you are free to tailor the templates to your needs by making any modifications necessary, including hard-coding unique field values.
ZSMA Art Blue.doc 11/01/07 141 KB PDF ZIP
ZSMA Art Gray.doc 11/01/07 106 KB PDF ZIP
ZSMA Art Green.doc 11/01/07 105 KB PDF ZIP
ZSMA Art Logo.doc 11/01/07 121 KB PDF ZIP
ZSMA Art Red.doc 11/01/07 105 KB PDF ZIP
ZSMA Gen.doc 11/01/07 79 KB PDF ZIP
ZSMA Gen2.doc 11/01/07 84 KB PDF ZIP
CISDM Hedge Fund Database
The templates named “CISDM XXX” are designed to be used with the CISDM Hedge Fund database. The templates contain information that references specific fields in the CISDM Hedge Fund database, and therefore they may not be fully functional if used with managers from another database. Of course you are free to tailor the templates to your needs by making any modifications necessary, including hard-coding unique field values.
CISDM Art Blue.doc 11/01/07 101 KB PDF ZIP
CISDM Art Gray.doc 11/01/07 101 KB PDF ZIP
CISDM Art Green.doc 11/01/07 101 KB PDF ZIP
CISDM Art Logo.doc 11/01/07 120 KB PDF ZIP
CISDM Art Red.doc 11/01/07 103 KB PDF ZIP
CISDM Gen.doc 11/01/07 79 KB PDF ZIP
CISDM Gen2.doc 11/01/07 84 KB PDF ZIP
Hedgefund.net Database
The templates named “HFNet XXX” are designed to be used with the Hedgefund.net database. The templates contain information that references specific fields in the Hedgefund.net database, and therefore they may not be fully functional if used with managers from another database. Of course you are free to tailor the templates to your needs by making any modifications necessary, including hard-coding unique field values.
HFNet Art Blue.doc 11/01/07 139 KB PDF ZIP
HFNet Art Gray.doc 11/01/07 106 KB PDF ZIP
HFNet Art Green.doc 11/01/07 105 KB PDF ZIP
HFNet Art Logo.doc 11/01/07 121 KB PDF ZIP
HFNet Art Red.doc 11/01/07 105 KB PDF ZIP
HFNet Gen.doc 11/01/07 79 KB PDF ZIP
HFNet Gen2.doc 11/01/07 140 KB PDF ZIP

*Disclaimer: This free template library was initiated to provide a starting point for the creation of custom client reports and fact sheets. Every effort has been made to ensure quality assurance of the templates, but Zephyr Associates, Inc. cannot guarantee that the data is completely accurate. We highly recommend that all output be thoroughly reviewed before any form of distribution takes place. And should you find any mistakes or errors, please let us know so that we may correct them. Thank you.

 
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