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Data

Funds, Composites, and Separate Accounts

Funds, Composites, and Separate Accounts

The following databases are available on FactSet.

DatabaseFundsHistoryUpdate Cycle
FactSet Mutual Funds 31,700 Funds January 2010 Quarterly
Morningstar U.S. 39,000 1924 Daily/Monthly
Morningstar Canada 30,900 1931 Daily/Monthly

Morningstar Europe (also available by country - Registered-for-Sale)

161,000 1948 Daily/Monthly
Morningstar Europe Life/Pension/Unit-Linked Funds Daily/Monthly

Morningstar Asia

35,000 1948 Daily/Monthly
Morningstar Australasia (Australia and New Zealand) 16,000 1971 Daily/Monthly
Morningstar South Africa 5,000 1972  Daily/Monthly
Morningstar Category Averages 10,000 1924 Daily/Monthly
Lipper U.S. 41,000 1930 Daily/Monthly

Lipper Variable Annuities

13,000 1994 Monthly

Lipper Sub Accounts

71,000 1994 Monthly

Lipper TASS (Hedge Funds)

18,000 1969 Monthly

Lipper France

90,000 Rolling 5-Year Monthly

Lipper Germany

67,000 Rolling 5-Year Monthly

Lipper Italy

47,000 Rolling 5-Year Monthly

Lipper Offshore

135,000 Rolling 5-Year Monthly
Lipper Spain 51,000 Rolling 5-Year Monthly
Lipper Switzerland 76,000 Rolling 5-Year Monthly
Lipper UK 83,000 Rolling 5-Year Monthly

Investment Metrics

15,500 (approximately 5,500 active)

1958

Monthly/Quarterly

Hedge Fund Research

12,000

1959

Monthly

Lipper TASS

12,000

1977

Monthly

eVestment Alliance

29,000 (approximately 12,500 active)

1934

Quarterly

PSN

20,000 (approximately 7,000 active)

1978

Monthly/Quarterly