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

.exe09/30/20216.01 MB10/15/2021
.zip09/30/20215.54 MB10/15/2021
.exe09/30/20217.51 MB10/15/2021
.zip09/30/20217.04 MB10/15/2021
 

MarketPlace

.exe09/30/202142.34 MB10/14/2021
.zip09/30/202141.87 MB10/14/2021
.exe09/30/202147.47 MB10/14/2021
.zip09/30/202147.01 MB10/14/2021
 

Morningstar Separate Accounts

.exe09/30/2021129.75 MB10/01/2021
.zip09/30/2021129.32 MB10/01/2021
.exe09/30/2021150.9 MB10/01/2021
.zip09/30/2021150.47 MB10/01/2021
 

PSN Basic

.exe09/30/202124.18 MB10/11/2021
.zip09/30/202123.71 MB10/11/2021
.exe09/30/202144.32 MB10/11/2021
.zip09/30/202143.86 MB10/11/2021
 

PSN Extended

.exe09/30/2021142.93 MB10/11/2021
.zip09/30/2021142.5 MB10/11/2021
.exe09/30/2021161.26 MB10/11/2021
.zip09/30/2021160.84 MB10/11/2021
 

PSN Monthly

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

 

PSN Quarterly

.exe08/31/202113.79 MB09/15/2021
.zip08/31/202113.32 MB09/15/2021
.exe08/31/202122.82 MB09/15/2021
.zip08/31/202122.35 MB09/15/2021
 

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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