The Wilshire Equator
Wilshire Associates Inc.
Equity analytics:
Risk analysis
Optimization
Int'l risk
Databases:
Data provided:
Corporate action
Fundamental data
Historical numbers
Features:
Emerging markets
Global
Analytics
Securities types covered:
Equities
Options
Emerging markets
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows 95, Windows NT and OS/2.
In equity analytics, this product covers 14,040 U.S. securities/indexes and 27,000 international securities/indexes.
For database products, data are updated through FTP and modem, and date back to 1977 for U.S. issues and 1987 for international coverage.
The product, introduced in 1978, costs $35,000 to $70,000.
For more information on this product, call Robert J. Raab at (310) 451-3051.
The Wilshire Horizon
Wilshire Associates Inc.
Equity analytics:
Asset allocation
Databases:
Data provided:
Historical numbers
Features:
Global
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows 3.1.
In equity analytics, this product covers 500 global return series.
For database products, data are updated through diskette and date back to 1926 or the inception of each subsequent index.
The product, introduced in 1972, costs $6,000.
For more information on this product, contact Robert J. Raab at (310) 451-3051.
The Wilshire Mentor
Wilshire Associates Inc.
Equity analytics:
Optimization
Performance attribution
Int'l risk
Int'l performance attribution
Fixed-income analytics:
Optimization performance attribution
Databases:
Data provided:
Market news
This product, intended for use by traders and insurance companies, runs on Windows 3.1, 95 and NT.
In equity analytics, this product covers 45 U.S. securities/indexes, and 259 global return series and international securities/indexes.
In fixed-income analytics, this product offers coverage of both domestic and international asset classes.
For database products, data are updated through the Internet.
The product, introduced in 1995, has 50 institutional clients.
Its cost starts at $12,000.
For more information on this product, contact Ed Robie (310) 451-3051.
XRT Treasury Workstation
XRT Inc.
Equity analytics:
Risk analysis
Int'l risk
Portfolio management/accounting:
Key features:
G/L interface
DTC interface
Report writer
Spreadsheet export
Securities pricing:
F/X prices
Corporate action info
Documentation/support:
Phone support
E-mail support
Databases:
Data provided:
Forecasts
Other market news
Features:
Global
Securities types covered:
Fixed income
Gov't securities
Futures
This product, intended for use by back office and accounting departments, runs on DOS, OS/2, Unix and Windows 3.1, 95 and NT.
For database products, the data are updated through BBS, website and diskette.
The product, introduced in 1972, has 90 institutional clients and costs between $50,000 to $150,000. For more information on this product, call
Christine Galbraith at (610) 254-0300, ext. 101.
StyleADVISOR
Zephyr Associates Inc.
Equity analytics:
Risk analysis
Optimization
Performance attribution
Style analysis
Int'l risk
Int'l performance attribution
Asset allocation
Fixed-income analytics:
Risk analysis
Optimization performance attribution
Portfolio management/accounting:
Key features:
Performance measurement
Spreadsheet export
Documentation/support:
Phone support
On-site training
E-mail support
Free tech support
Databases:
Data provided:
Historical numbers
Features:
Global
Analytics
Securities types covered:
Equities
Emerging markets
Fixed income
This product, intended for use by portfolio managers and mutual funds, runs on Windows 3.x, 95 and NT. In equity analytics, this product covers 14,000 combined U.S. and international securities/indexes. For database products, data are updated through diskette and website, and date back to 1974.
The product, introduced in 1993, has more than 200 institutional clients and costs $15,000 per year.
For more information on this product, call Roma Morris at (702) 588-0654.
