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
.exe04/30/20216.02 MB05/17/2021
.zip04/30/20215.55 MB05/17/2021
.exe04/30/20217.53 MB05/17/2021
.zip04/30/20217.06 MB05/17/2021
 

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
.exe05/31/2021127.85 MB06/01/2021
.zip05/31/2021127.41 MB06/01/2021
.exe05/31/2021148.12 MB06/01/2021
.zip05/31/2021147.69 MB06/01/2021
 

PSN Basic
.exe05/31/202123.78 MB06/08/2021
.zip05/31/202123.31 MB06/08/2021
.exe05/31/202143.74 MB06/08/2021
.zip05/31/202143.28 MB06/08/2021
 

PSN Extended
.exe05/31/2021141.7 MB06/08/2021
.zip05/31/2021141.27 MB06/08/2021
.exe05/31/2021159.36 MB06/08/2021
.zip05/31/2021158.93 MB06/08/2021
 

PSN Monthly

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

PSN Quarterly
.exe04/30/202122.56 MB05/17/2021
.zip04/30/202122.1 MB05/17/2021
.exe04/30/202130.78 MB05/17/2021
.zip04/30/202130.31 MB05/17/2021
 

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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