Custom Workbooks

Below is a list of different StyleADVISOR Workbooks with details about what they comprise. To use these workbooks with your StyleADVISOR installation click on the link for the desired workbook and in the dialog that pops up either run the program or save to disk. When the install program runs follow the instructions. This will save the workbook in your local StyleADVISOR directory. Open StyleADVISOR and from the menu bar click File-Open or the open folder icon. Select the .zsa file from the list of files (the name will be the same as the link below or how you rename it) and click the Open button.

If you would like to preview the workbook before downloading and running it in StyleADVISOR or if you do not have StyleADVISOR you can click on the PDF Version link to view the workbook in Adobe Acrobat.

Plan Sponsor Report

01/21/2010 1.31 MB

This is a sample report we created for a plan sponsor or anyone else who has a multi-asset, multi-manager portfolio. The total fund benchmark was created with a fund in StyleADVISOR with three asset class indexes (Russell 3000, Lehman Aggregate, MSCI EAFE) with their respective weights. After running this install, users can modify the blends and change the managers. If you have any questions or need help call Client Services at (800) 789-5323.

WARNING: This is a very large workbook and may take a while to open. The installer may overwrite some existing blends. Contact Client Services is you have any questions.

 

US Sectors

01/21/2010 1.24 MB

The US Sector workbook has a different page for each of the 10 sectors, showing performance and a rolling 36-month excess return relative to the Russell 3000 index for the sector and all industries that fall under that sector.