Software Patches
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Principia Support : Software Patches
Update of Asset Allocation Data for Some PIMCO portfolios

The January 2009 release of Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuity, Variable Annuity Advanced, and the Principia Suite (with data as of 12-31-08) has incorrect Asset Allocation data for Some PIMCO portfolios.

Note: Please ensure you have already installed the January 2009 disk before the installation of the following patch files.

Patch fix012009MF.exe updates Asset Allocation data for Some PIMCO portfolios in Principia® Mutual Funds Module, and Mutual Funds Advanced Module. Note: This patch, fix012009MF.exe is only for subscribers of Mutual Funds, Mutual Funds Advanced Module or the Principia Suite. If you do not have either of these installed then you do not need to install this patch.

Patch fix012009VA.exe updates Asset Allocation data for Some PIMCO portfolios in Principia® Variable Annuity, and Variable Annuity Advanced Module. Note: This patch, fix1108VA.exe is only for subscribers of the Variable Annuity Module, the Variable Annuity Advanced Module or the Principia Suite. If you do not have either of these installed then you do not need to install this patch.

Principia subscribers
We recommend that all subscribers to Principia Mutual Funds, Mutual Funds Advanced, Variable Annuity, Variable Annuity Advanced, and the Principia Suite download and install the appropriate patch. Please ensure that you attempt to download and install the patch intended only for the modules you subscribe to.

This patch is intended for those who subscribe to a single-user version of Principia or for administrators of network versions. If you are unsure which Principia license you have, launch Principia, click the Help menu, then click About Principia. The last line of the message box reads either Single User Version or Network Version.

To download and install the patch for single-user version
1 Close Principia.
2 Download the patch, and then choose to save the files to your hard disk.
3 Save the file to a folder on your PC. Note the name and location of this folder. When download is complete, locate the file and double-click it. Follow the on-screen instructions.

To download and install the patch for network version
1 Please ensure that no users currently have Principia open and that you are installing the patch from a workstation that has Principia installed on it while logged on using an account that has rights to install to the Server.
2 Download the patch, and then choose to save the file to your hard disk.
3 Save the file to a folder on your PC. Note the name and location of this folder. When download is complete, locate the file and double-click it. Follow the on-screen instructions.

Help
If you have trouble downloading or installing this patch, e-mail us at tech@morningstar.com or call Tech Support at 312-424-4299.

   
       
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