Lipper for Investment Management

Precision comes as standard

Contact Sales


Our advanced performance analytics solution built on a Smart Client platform simplifies deployment and enables you to access Lipper information anytime, anywhere. Lipper for Investment Management features the content, analytics and reporting capabilities needed to monitor fund performance and conduct meaningful comparative analysis. It’s the natural choice for those wanting to make precise, fully-informed decisions.      



Global database with over 265,000 funds
No other provider covers as many funds with as much depth and consistency of detail. We cover mutual funds, ETFs, pension funds, retirement funds, insurance products, fund fees & expenses and more.
Proprietary global classification scheme comprised of over 400 peer groups
The most precise classification scheme available
Exceptional charting capabilities
Rapidly transform your analysis into visually appealing graphs and charts for use in presentations and reports
Model Portfolio
Construct, compare and present a wide range of real and theoretical portfolios and tailor them to meet the requirements of your target investors
Returns Based Style Analysis (RBSA)
Expand the scope of your fund evaluation with RBSA. Predefined workbook includes benchmarks which can be selected based on a category or region.
Enhanced Report Generator
Generate professional quality reports using pre-formatted templates. The report generator allows you to instantly create user-defined Fact Sheets, Peer Comparisons, Allocation and Risk Comparison Reports.
Reuters News
Reuters News offers valuable insight which can be used to provide additional context to your analysis. Create custom searches and import your own RSS feeds for tailored news display
Lipper Estimated Net Flows module
Access our global fund flows information to monitor and report on market demand and product trends
Lipper Report Designer module
Ideal solution for quick and easy creation of custom fund fact sheet templates