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Qusetions and Answers


Why can’t I find my product in the database?
  If you cannot locate a particular product, the reason may be that you have not supplied Nelson with performance on a monthly basis. To add a product to the database please contact Nelson/Thomson Financial at 1-800-892-2551 x638. or email at tfr.managerdata@tfn.com
Why does my performance report only go back 10 years?
  Since StyleTrac is a free service, we are only listing performance analysis for the last ten years. When available, StyleTrac Advanced , a fee based service, will have analysis since inception.
When using Barra Style, why does the performance only go back to Jan, 1994?
  The Barra SmallCap 600 data starts in Jan, 1994. All comparisons must be on common data ranges.
Can I publish the reports from this site?
  The information available through StyleTrac.com is protected by copyright. The information is provided for internal use of the website user and may not be duplicated or redistributed in hard copy, machine-readable or any other form without written authorization from Strategic Financial Solutions, LLC.
How can I put together reports and charts that I can distribute to clients and prospects?
  Managers who wish to distribute analysis of their products can use PerTrac for Managers from  Strategic Financial Solutions, LLC. PerTrac gives you extensive tools, including style and peer group analysis, for creating custom reports and presentations. The Nelson database is available, providing data for performance comparisons. For more information please click here.

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