Updates

SMA Products Database Updates

Database File type Data through Size Last updated

No files to download.

Database File type ? Data through Size Last updated

eVestment Alliance

Data will be discontinued 5/31/2014. How to transition your work to the new Informa SMA data.

 

Global Manager Research

.exe03/31/20215.99 MB04/20/2021
.zip03/31/20215.52 MB04/20/2021
.exe03/31/20217.45 MB04/20/2021
.zip03/31/20216.98 MB04/20/2021
 

MarketPlace

.exe01/31/202141.91 MB02/12/2021
.zip01/31/202141.45 MB02/12/2021
.exe01/31/202146.86 MB02/12/2021
.zip01/31/202146.39 MB02/12/2021
 

Morningstar Separate Accounts

.exe03/31/2021126.44 MB04/01/2021
.zip03/31/2021126 MB04/01/2021
.exe03/31/2021146.47 MB04/01/2021
.zip03/31/2021146.04 MB04/01/2021
 

PSN Basic

.exe03/31/202123.69 MB04/20/2021
.zip03/31/202123.22 MB04/20/2021
.exe03/31/202143.55 MB04/20/2021
.zip03/31/202143.09 MB04/20/2021
 

PSN Extended

.exe03/31/2021141.15 MB04/20/2021
.zip03/31/2021140.71 MB04/20/2021
.exe03/31/2021158.44 MB04/20/2021
.zip03/31/2021158.01 MB04/20/2021
 

PSN Monthly

Data will be discontinued 12/31/2013. How to transition your work to the new Informa SMA data.

 

PSN Quarterly

.exe03/31/202122.55 MB04/21/2021
.zip03/31/202122.08 MB04/21/2021
.exe03/31/202131.35 MB04/21/2021
.zip03/31/202130.89 MB04/21/2021
 

Zephyr Managed Accounts

No new products and updated qualitative fields beginning 7/21/2013. Only returns will be updated. Data will be discontinued 12/31/2013. How to transition your work to the new Informa SMA data.

 
 
 

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