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

.exe12/31/20205.66 MB01/15/2021
.zip12/31/20205.18 MB01/15/2021
.exe12/31/20207.13 MB01/15/2021
.zip12/31/20206.65 MB01/15/2021
 

MarketPlace

.exe12/31/202041.82 MB01/19/2021
.zip12/31/202041.36 MB01/19/2021
.exe12/31/202046.78 MB01/19/2021
.zip12/31/202046.31 MB01/19/2021
 

Morningstar Separate Accounts

.exe12/31/2020124.95 MB01/04/2021
.zip12/31/2020124.51 MB01/04/2021
.exe12/31/2020144.6 MB01/04/2021
.zip12/31/2020144.17 MB01/04/2021
 

PSN Basic

.exe12/31/202023.44 MB01/19/2021
.zip12/31/202022.97 MB01/19/2021
.exe12/31/202042.99 MB01/19/2021
.zip12/31/202042.52 MB01/19/2021
 

PSN Extended

.exe12/31/2020140.24 MB01/19/2021
.zip12/31/2020139.81 MB01/19/2021
.exe12/31/2020157.19 MB01/19/2021
.zip12/31/2020156.76 MB01/19/2021
 

PSN Monthly

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

 

PSN Quarterly

.exe11/30/202022.24 MB12/16/2020
.zip11/30/202021.77 MB12/16/2020
.exe11/30/202029.99 MB12/16/2020
.zip11/30/202029.52 MB12/16/2020
 

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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