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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 |
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|
|
| 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 |
|
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|
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| 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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