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

.exe12/31/20216.03 MB01/14/2022
.zip12/31/20215.56 MB01/14/2022
.exe12/31/20217.52 MB01/14/2022
.zip12/31/20217.04 MB01/14/2022
 

MarketPlace

.exe12/31/202142.33 MB01/04/2022
.zip12/31/202141.87 MB01/04/2022
.exe12/31/202147.43 MB01/04/2022
.zip12/31/202146.97 MB01/04/2022
 

Morningstar Separate Accounts

.exe12/31/2021131.12 MB01/03/2022
.zip12/31/2021130.68 MB01/03/2022
.exe12/31/2021152.42 MB01/03/2022
.zip12/31/2021151.99 MB01/03/2022
 

PSN Basic

.exe12/31/202124.39 MB01/10/2022
.zip12/31/202123.92 MB01/10/2022
.exe12/31/202144.98 MB01/10/2022
.zip12/31/202144.51 MB01/10/2022
 

PSN Extended

.exe12/31/2021143.67 MB01/10/2022
.zip12/31/2021143.23 MB01/10/2022
.exe12/31/2021160.27 MB01/10/2022
.zip12/31/2021159.85 MB01/10/2022
 

PSN Monthly

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

 

PSN Quarterly

.exe11/30/202113.91 MB12/15/2021
.zip11/30/202113.43 MB12/15/2021
.exe11/30/202123 MB12/15/2021
.zip11/30/202122.54 MB12/15/2021
 

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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