Solutions for Marketing

Follow the links below to view more extensive information for each application.

Lipper for Investment Management – Effectively position your products using our global fund content, peer comparison information, and advanced charting and reporting capabilities to demonstrate superior performance and commitment to risk management.

Lipper Fund Fact Sheets – Differentiate your funds from the competition while generating significant resource and cost savings through the outsourcing of fund fact sheet production.

Lipper Data Feeds – Enhance client communications and websites with fund information offered in a range of packages that cover the world?s major fund markets.

Multimedia Solutions for Financial Services  – Deliver engaging content and increase transparency to clients, prospects and advisors using our secure, easy-to-use webcast platform. Extend the reach of your message through our proprietary distribution networks.

Lipper FMI - SalesWatch – a unique cooperative, confidential benchmarking service which allows leading European fund managers to track their sales performance against competitors and peers.

Lipper FMI - FundFile – tracks over 45,000 funds sold throughout Europe and Asia providing valuable insight to help you monitor market trends, product launches, and sales activity.

Thomson Reuters MarketPlace – a web-based solution that enables you to identify qualified U.S. prospects and access competitive intelligence to help you develop new business.

Solutions for Product Research & Fund Selection

Lipper for Investment Management – Spot trends and identify product opportunities with the powerful analytic capabilities, advanced charting and comprehensive fund content available in our innovative solution.

Lipper FMI - SalesWatch – a unique cooperative, confidential benchmarking service which allows leading European fund managers to track their sales performance against competitors and peers.

Lipper FMI - FundFile – tracks over 45,000 funds sold throughout Europe and Asia providing valuable insight to help you monitor market trends, product launches, and sales activity.

Lipper FMI US Fund Flow Reports – the primary source of information on weekly investor demand in the securities markets, enabling you to assess market opportunities and potential pitfalls.

Lipper FMI US Fund Holdings Reports – displays portfolio activity in comparison to other portfolios and activity in a security in comparison to other securities.

Lipper Fee Benchmarking Reports – Assess fee arrangements with these studies providing analysis of the formation of specific components of the Total Expense Ratio (TER). These reports cover the following functions: Administration, Custody, Advisory, Performance Fees and Portfolio Turnover for European and Offshore funds.

Lipper Fund Charges – the only consistent source for Total Expense Ratio (TER) calculations worldwide. These reports allow the analysis of the complete breakdown of expenses composing the TER. Covers European, Asian, Latin American and Offshore markets.

Lipper Fund Encyclopedias – information on promoters, administrators, custodians, auditors and legal advisers including competitive analysis and market share rankings. Covers Luxembourg, Dublin, Jersey and Guernsey.

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.

Solutions for Performance Analysis

Lipper for Investment Management – Assess and report performance and risk with access to comprehensive global fund content, advanced analytics and calculation tools, and flexible reporting capabilities.

Lipper Data Feeds – Enhance internal reporting and analysis with access to fund information in a range of packages that cover the world?s major fund markets.

Thomson Reuters Portfolio Analytics – Delivers multi-currency performance attribution, sophisticated portfolio profiling, and U.S. and Global risk analysis to help you keep portfolios aligned with your investment objectives and improve client retention.

Lipper Active Indices – enable you to benchmark portfolios against the funds you are competing with, rather than against passive indices.

Lipper Sector Indices – provides the data you need to analyze a fund's performance in relation to its peers.

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.

Solutions for Fiduciary Services

Advisory Contract Renewal Services – 15(c) Reports - produced using a time-tested methodology that?s widely-accepted by U.S. fund companies and boards alike. We offer a wide array of report content to assist fiduciaries in meeting their responsibilities; each client's reports may be customized to suit their unique requirements.

Fiduciary Research – custom research for investment professionals and fiduciaries to help you make informed decisions.