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We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR, click the links below.
Indexes - includes the monthly early and full index updates for the Zephyr supplied index databases, the Global Financial Data long term indexes and the Japanese index database. We have recently added 103 iMoneyNet indices to our monthly index database.
Separately Managed Accounts (SMA) Products - includes updates for the PSN SMA database and updates for all third party SMA data vendors
Mutual Funds - includes updates for all North American mutual fund data vendors
Variable Annuities - includes updates for all variable annuity data vendors
Hedge Funds - includes updates for all hedge fund data vendors
Stocks & ETFs - includes updates for US equity databases as well as ETFs
Daily Data - includes updates for the Zephyr daily index database and for the Morningstar daily mutual fund data
Lipper Global Basic - includes updates for the basic data versions of all the various non-US Lipper fund databases
Lipper Global Extended - includes updates for the extended fields versions of the non-US Lipper fund databases
Morningstar Global - includes updates for the various Morningstar non-US fund databases