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
.exe04/30/20226.04 MB05/16/2022
.zip04/30/20225.56 MB05/16/2022
.exe04/30/20227.44 MB05/16/2022
.zip04/30/20226.96 MB05/16/2022
 

MarketPlace
.exe04/30/202242.5 MB05/03/2022
.zip04/30/202242.04 MB05/03/2022
.exe04/30/202247.63 MB05/03/2022
.zip04/30/202247.17 MB05/03/2022
 

Morningstar Separate Accounts
.exe04/30/2022132.73 MB05/03/2022
.zip04/30/2022132.3 MB05/03/2022
.exe04/30/2022154.63 MB05/03/2022
.zip04/30/2022154.2 MB05/03/2022
 

PSN Basic
.exe04/30/202224.8 MB05/23/2022
.zip04/30/202224.34 MB05/23/2022
.exe04/30/202244.81 MB05/23/2022
.zip04/30/202244.35 MB05/23/2022
 

PSN Extended
.exe04/30/2022145.29 MB05/23/2022
.zip04/30/2022144.86 MB05/23/2022
.exe04/30/2022164.73 MB05/23/2022
.zip04/30/2022164.3 MB05/23/2022
 

PSN Monthly

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

PSN Quarterly
.exe04/30/202214.09 MB05/16/2022
.zip04/30/202213.62 MB05/16/2022
.exe04/30/202223.31 MB05/16/2022
.zip04/30/202222.84 MB05/16/2022
 

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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