Lipper for Investment Management

Precision comes as standard


  • Global investments coverage
  • Innovative charting capabilities
  • Robust reporting tools
  • Performance & risk calculations

Intended for

  • Investment Manager


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.

To find out more, visit the Lipper for Investment Management website.



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

Download Fact Sheet

Fact Sheets