Find new insights into funds. Lipper, a Thomson Reuters company, is a global leader in supplying information, analytical tools, and commentary about mutual funds. Lipper's benchmarking provides the trusted guidepost for asset managers, fund companies, financial intermediaries, traditional media, websites, and individual investors.
Applications Overview
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Lipper for Investment Management - enables time-saving research and analysis of global collective investments combining the flexibility of the web with the powerful capabilities of desktop applications for direct access to all of Lipper's high-value content.
LANA - provides the fund industry access to Lipper's extensive, institutional quality U.S. mutual fund and variable data on a daily, weekly, or monthly basis.
Lipper FMI - FundFile - a powerful research tool specially designed for the European and Asian fund industry.
Lipper FMI - SalesWatch - a unique cooperative, confidential benchmarking service which allows leading fund management groups to track their sales performance against competitors and peers.
Lipper for Retirement - combines Lipper's institutional-quality data, fund analysis, report generation and relationship management tools into a single end-to-end product.
Lipper Hindsight - a Windows-based fund performance desktop tool for analyzing American, European, Asian, and offshore fund markets.
Content Overview
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Lipper Active Indices - enable you to benchmark portfolios against the funds you are competing with, rather than against passive indices
Lipper Custom Data Feeds - enable financial institutions and financial advisers to enhance their services to customers with access to fund information that is available in a range of packages that cover the world's major fund markets
Lipper Data Feed Services - provides a comprehensive set of data files for internal reporting and external client communications
Lipper Fee Benchmarking Reports - These studies analyze the formation of specific components of the Total Expense Ratio (TER).
Lipper Fund Charges - consistent total expense ration calculation across all domiciles.
Lipper Fund Encyclopaedias - the reference point for the entire fund industry.
Lipper Fund Fact Sheets - differentiate your marketed funds from the competition, whilst generating significant resource and cost savings through the outsourcing of their production.
Lipper Global Data Feeds 4 - incorporates one feed format for 39 different registered for sale universes.
Lipper Global Holdings Feed - allows users to analyse market trends and identify product opportunities.
Lipper Net Sales Analysis - monitors the state of business for the main players in the fund industry.
Lipper Sector Indices - provides the data you need to analyze a fund's performance in relation to its peers.
Lipper TASS Hedge Fund Database - an indispensable resource for institutional asset managers, high net worth investors and consultants who monitor the global hedge fund industry.
Thomson Reuters Lipper Optimal Indices - a set of five, asset allocation-oriented indices designed to assess the trade-off between risk and return in diversified portfolios.
Thomson Reuters Lipper Premium Indices - created to address specific market demand for specialized benchmarks.
Fiduciary Services Overview
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Advisory Contract Renewal Services - 15(c) Reports - produced using a methodology that has stood the test of time and is widely-accepted by fund companies and boards alike.
Fiduciary Research - custom research for investment professionals and fiduciaries to help you make informed decisions.
Research Services Overview
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Fund Research Solutions - mutual fund and hedge fund research services and solutions for: fund selection/manager research, portfolio of funds construction and fund allocation including new fund product construction, risk and performance analysis and monitoring.
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