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August 18, 1997 01:00 AM

DIRECTORY: SOFTWARE & DATBASES (PART 14/14)

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    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.

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    • Topics
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      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
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      • 2022 Innovation Investing Conference
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