PSN. Universe List. US PSN Equity Quantitative Qualitative Universes. Data Collection Goals:
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- Gertrude Woods
- 5 years ago
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1 Universe List Informa Investment Solutions understands the importance of complete and up-to-date return data, particularly at quarterend. Because return information is updated daily in PSN Enterprise, the completeness of data and the number of universes affected increases every day. When managers input their return information, data is updated, validated and available in PSN Enterprise before the next business day begins. IIS employs a stringent data validation process and return-update schedule as outlined at right. The following is a list of PSN universes and the number of active products for each. Data Collection Goals: PSN > 65% updated by the 15th of the month following quarter end (approximately 10 business days) ~ 78% updated one week later on the 22nd of the month ~ 88% updated one week later at month-end > 94% updated six weeks after quarter-end US PSN Equity Quantitative Qualitative Universes PSN Active Extension PSN Mid Cap Value PSN All Cap PSN Small Cap PSN All Cap Core PSN Small Cap Core PSN All Cap Growth PSN Small Cap Growth PSN All Cap Value PSN Small Cap Value PSN Commodities & Energy PSN Small-Mid Cap PSN Covered Option Writing PSN Small-Mid Core PSN Infrastructure PSN Small-Mid Growth PSN Large Cap PSN Small-Mid Value PSN Large Cap Core PSN US Broad Equity Aggressive PSN Large Cap Enhanced S&P PSN US Broad Equity Conservative PSN Large Cap Growth PSN US Broad Equity Moderate PSN Large Cap Value PSN US Core PSN Market Neutral PSN US Equity PSN Master Limited Partnerships PSN US Equity Index Enhanced PSN Micro Cap PSN US Equity Index Passive PSN Micro Cap Core PSN US Equity Socially Responsible PSN Micro Cap Growth PSN US GARP PSN Micro Cap Value PSN US Growth PSN Mid Cap PSN US High Income PSN Mid Cap Core PSN US REIT/Real Estate PSN Mid Cap Growth PSN US Value
2 US Fixed Income Non-US/Global Equity PSN All/Variable Maturity PSN Canadian Equity 10 4 PSN Core Fixed Income PSN Country Specific PSN Core Plus Fixed Income PSN EAFE PSN Corporate Bond Managers PSN EAFE All Cap PSN Fixed Income ex High Yield, Conv PSN EAFE Large Cap PSN Fixed Income Socially Responsible PSN EAFE Small Cap PSN Government Bond Managers PSN European Equity PSN Government Short Term Fixed PSN Global Equity PSN High Yield Fixed Income PSN Global Growth PSN High Yield Intermediate PSN Global High Income PSN Intermediate Fixed Income PSN Global Large Cap PSN Intermediate Municipal Fixed Inco PSN Global Small Cap PSN Investment Grade Fixed Inco Short PSN Global Value PSN Investment Grade Fixed Income PSN Global/International REIT PSN Investment Grade Fixed Long Term PSN Global/Intl ADR PSN Investment Grade Fixed Income Int PSN Global/Intl Equity Socially Respon PSN Less than 1Yr Maturity PSN International Equity PSN Long Municipal Fixed Income PSN International Growth PSN Long Term Fixed Income PSN International Value PSN Mortgage Backed PSN Intl and Global Equity x Emg mkts PSN Municipal Fixed Income PSN Intl Emerging Markets PSN Short Municipal Fixed Income PSN Intl equity ex Emerging Mkts PSN Short Term Fixed Income PSN Intl Large Cap PSN US Bank Loans PSN Intl Small Cap PSN US Fixed Income PSN Japanese Equity PSN US Stable Value Fixed PSN Pure International Equity PSN US TIPS
3 US Balanced Non-US/Global Balanced and Fixed Income PSN Balanced Aggressive PSN Global Fixed Income PSN Balanced Conservative PSN Global TIPS 14 6 PSN Balanced Moderate PSN Global/Intl Balanced PSN Convertibles PSN Global/Intl TAA PSN Target Date PSN International Fixed Income PSN US Balanced PSN Intl Emerging Markets Debt PSN US TAA PSN Managed Account Universes MA US Equity MA US Balanced and Fixed Income PSN MA Large Cap Core PSN MA Core Fixed Income PSN MA Large Cap Equity PSN MA Intermediate Fixed Income PSN MA Large Cap Growth PSN MA Long Term Fixed Income PSN MA Large Cap Value PSN MA Municipal Fixed Income PSN MA Mid Cap Core PSN MA Short Term Fixed Income PSN MA Mid Cap Equity PSN MA US Balanced PSN MA Mid Cap Growth PSN MA US Fixed Income PSN MA Mid Cap Value PSN MA US TAA 10 7 PSN MA Small Cap Core 8 8 PSN MA Small Cap Equity PSN MA Small Cap Growth MA Non-US/Global Equity, Balanced and Fixed Income PSN MA Small Cap Value Active Products Gross Net PSN MA US Core PSN MA Global / Intl Fixed Income 12 8 PSN MA US Equity PSN MA Global Equity PSN MA US Growth PSN MA Global/Intl ADR PSN MA US Value PSN MA Global/Intl Balanced PSN MA Global/Intl TAA PSN MA International Equity
4 PSN Commingled Fund Universes PSN CF US Equity PSN CF Large Cap Core 27 5 PSN CF Global/Intl Fixed Income PSN CF Large Cap Equity PSN CF Global Equity PSN CF Mid Cap Equity PSN CF Global/Intl Balanced PSN CF Small Cap Equity PSN CF Intermediate Fixed Income PSN CF US Balanced PSN CF International Equity PSN CF US Fixed Income PSN Mutual Fund Universes PSN MF Global Equity PSN MF US Balanced PSN MF Global/ Intl Balanced PSN MF US Equity PSN MF Global/ Intl Fixed Income PSN MF US Fixed Income PSN MF International Equity PSN Exchange Traded Funds Universes PSN ETF Global Balanced PSN ETF US Balanced PSN ETF Global Equity PSN ETF US Equity PSN ETF Global Fixed Income PSN ETF US Fixed Income PSN ETF International Balanced PSN ETF International Equity PSN ETF International Fixed Income 4 4 PSN Unconstrained Universes PSN Global Equity Unconstrained PSN US Balanced Unconstrained 8 8 PSN Globl/ Intl Balanced Unconstrained PSN US Equity Unconstrained PSN Globl/ Intl Fixed Inc Unconstrained PSN US Fixed Income Unconstrained PSN Intl Equity Unconstrained
5 PSN Return Based Style Analysis Universes US Equity PSN RBSA Broad Growth PSN RBSA Mid Cap Value PSN RBSA Broad Growth Aggressive PSN RBSA Pure Growth PSN RBSA Broad Growth Conservative PSN RBSA Pure Growth Aggressive PSN RBSA Broad Growth Moderate PSN RBSA Pure Growth Conservative PSN RBSA Broad Large Cap PSN RBSA Pure Growth Moderate PSN RBSA Broad Large Cap Aggressive PSN RBSA Pure Large Cap PSN RBSA Broad Large Cap Conservative PSN RBSA Pure Large Cap Aggressive PSN RBSA Broad Large Cap Growth PSN RBSA Pure Large Cap Conservative PSN RBSA Broad Large Cap Growth Aggr PSN RBSA Pure Large Cap Growth PSN RBSA Broad Large Cap Growth Mo PSN RBSA Pure Large Cap Growth Aggre PSN RBSA Broad Large Cap Growth Con PSN RBSA Pure Large Cap Growth Con PSN RBSA Broad Large Cap Moderate PSN RBSA Pure Large Cap Growth Mod PSN RBSA Broad Large Cap Value PSN RBSA Pure Large Cap Moderate PSN RBSA Broad Large Cap Value Aggre PSN RBSA Pure Large Cap Value PSN RBSA Broad Large Cap Value Conse PSN RBSA Pure Large Cap Value Aggres PSN RBSA Broad Large Cap Value Mode PSN RBSA Pure Large Cap Value Conser PSN RBSA Broad Small Cap PSN RBSA Pure Large Cap Value Moder PSN RBSA Broad Small Cap Aggressive PSN RBSA Pure Small Cap PSN RBSA Broad Small Cap Conservative PSN RBSA Pure Small Cap Aggressive PSN RBSA Broad Small Cap Growth PSN RBSA Pure Small Cap Conservative PSN RBSA Broad Small Cap Growth Agg PSN RBSA Pure Small Cap Growth PSN RBSA Broad Small Cap Growth Con PSN RBSA Pure Small Cap Growth Aggr PSN RBSA Broad Small Cap Growth Mod PSN RBSA Pure Small Cap Growth Cons PSN RBSA Broad Small Cap Moderate PSN RBSA Pure Small Cap Growth Mod PSN RBSA Broad Small Cap Value PSN RBSA Pure Small Cap Moderate PSN RBSA Broad Small Cap Value Aggres PSN RBSA Pure Small Cap Value PSN RBSA Broad Small Cap Value Conser PSN RBSA Pure Small Cap Value Aggres PSN RBSA Broad Small Cap Value Moder PSN RBSA Pure Small Cap Value Conse PSN RBSA Broad Value PSN RBSA Pure Small Cap Value Moder PSN RBSA Broad Value Aggressive PSN RBSA Pure Value PSN RBSA Broad Value Conservative PSN RBSA Pure Value Aggressive PSN RBSA Broad Value Moderate PSN RBSA Pure Value Conservative PSN RBSA Mid Cap PSN RBSA Pure Value Moderate PSN RBSA Mid Cap Growth
6 Holdings Based Equity Characteristics Universes US Equity PSN PSN HBEC Broad Cap Equity PSN HBEC Micro Cap Growth PSN HBEC Broad Cap Equity Core PSN HBEC Micro Cap Value PSN HBEC Broad Cap Equity Growth PSN HBEC Mid Cap PSN HBEC Broad Cap Equity Value PSN HBEC Mid Cap Core PSN HBEC Large Cap PSN HBEC Mid Cap Growth PSN HBEC Large Cap Core PSN HBEC Mid Cap Value PSN HBEC Large Cap Growth PSN HBEC Small Cap PSN HBEC Large Cap Value PSN HBEC Small Cap Core PSN HBEC Mega Cap PSN HBEC Small Cap Growth PSN HBEC Mega Cap Core PSN HBEC Small Cap Value PSN HBEC Mega Cap Growth PSN HBEC Smid Cap PSN HBEC Mega Cap Value PSN HBEC Smid Cap Core PSN HBEC Micro Cap PSN HBEC Smid Cap Growth PSN HBEC Micro Cap Core PSN HBEC Smid Cap Value PSN Global Macro Universes Active Products Gross Net PSN Global Macro Global Balanced PSN Global Macro Global Equity PSN Global Macro Global Fixed Inc PSN Global Macro Intl Balanced 8 8 PSN Global Macro Intl Equity PSN Global Macro Intl Fixed Income PSN Global Macro US Balanced PSN Global Macro US Equity PSN Global Macro US Fixed Income
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