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
.exe01/31/20215.65 MB02/17/2021
.zip01/31/20215.18 MB02/17/2021
.exe01/31/20217.13 MB02/17/2021
.zip01/31/20216.66 MB02/17/2021
 

MarketPlace
.exe01/31/202141.91 MB02/12/2021
.zip01/31/202141.45 MB02/12/2021
.exe01/31/202146.86 MB02/12/2021
.zip01/31/202146.39 MB02/12/2021
 

Morningstar Separate Accounts
.exe02/28/2021125.36 MB03/01/2021
.zip02/28/2021124.92 MB03/01/2021
.exe02/28/2021144.94 MB03/01/2021
.zip02/28/2021144.51 MB03/01/2021
 

PSN Basic
.exe02/28/202123.62 MB03/01/2021
.zip02/28/202123.15 MB03/01/2021
.exe02/28/202143.05 MB03/01/2021
.zip02/28/202142.59 MB03/01/2021
 

PSN Extended
.exe02/28/2021140.73 MB03/01/2021
.zip02/28/2021140.29 MB03/01/2021
.exe02/28/2021157.86 MB03/01/2021
.zip02/28/2021157.43 MB03/01/2021
 

PSN Monthly

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

PSN Quarterly
.exe01/31/202122.42 MB02/17/2021
.zip01/31/202121.95 MB02/17/2021
.exe01/31/202130.56 MB02/17/2021
.zip01/31/202130.1 MB02/17/2021
 

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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