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

.exe06/30/20216.02 MB07/15/2021
.zip06/30/20215.54 MB07/15/2021
.exe06/30/20217.55 MB07/15/2021
.zip06/30/20217.08 MB07/15/2021
 

MarketPlace

.exe06/30/202142.27 MB07/02/2021
.zip06/30/202141.81 MB07/02/2021
.exe06/30/202147.45 MB07/02/2021
.zip06/30/202146.99 MB07/02/2021
 

Morningstar Separate Accounts

.exe06/30/2021128.76 MB07/01/2021
.zip06/30/2021128.32 MB07/01/2021
.exe06/30/2021148.87 MB07/01/2021
.zip06/30/2021148.44 MB07/01/2021
 

PSN Basic

.exe06/30/202123.97 MB07/19/2021
.zip06/30/202123.5 MB07/19/2021
.exe06/30/202144.22 MB07/19/2021
.zip06/30/202143.76 MB07/19/2021
 

PSN Extended

.exe06/30/2021142.28 MB07/19/2021
.zip06/30/2021141.85 MB07/19/2021
.exe06/30/2021160.4 MB07/19/2021
.zip06/30/2021159.98 MB07/19/2021
 

PSN Monthly

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

 

PSN Quarterly

.exe06/30/202122.7 MB07/22/2021
.zip06/30/202122.24 MB07/22/2021
.exe06/30/202130.95 MB07/22/2021
.zip06/30/202130.49 MB07/22/2021
 

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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