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

.exe06/30/20195.6 MB07/15/2019
.zip06/30/20195.13 MB07/15/2019
.exe06/30/20197.1 MB07/15/2019
.zip06/30/20196.62 MB07/15/2019
 

MarketPlace

.exe06/30/201941.29 MB07/10/2019
.zip06/30/201940.82 MB07/10/2019
.exe06/30/201945.93 MB07/10/2019
.zip06/30/201945.46 MB07/10/2019
 

Morningstar Separate Accounts

.exe06/30/2019113.2 MB07/01/2019
.zip06/30/2019112.76 MB07/01/2019
.exe06/30/2019130.48 MB07/01/2019
.zip06/30/2019130.04 MB07/01/2019
 

PSN Basic

.exe06/30/201921.88 MB07/15/2019
.zip06/30/201921.41 MB07/15/2019
.exe06/30/201939.34 MB07/15/2019
.zip06/30/201938.87 MB07/15/2019
 

PSN Extended

.exe06/30/2019134.01 MB07/15/2019
.zip06/30/2019133.57 MB07/15/2019
.exe06/30/2019150.03 MB07/15/2019
.zip06/30/2019149.6 MB07/15/2019
 

PSN Monthly

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

 

PSN Quarterly

.exe05/31/201920.98 MB06/17/2019
.zip05/31/201920.51 MB06/17/2019
.exe05/31/201928.84 MB06/17/2019
.zip05/31/201928.37 MB06/17/2019
 

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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