Designed for financial professionals engaged in marketing, product management, performance analysis, and fund selection, our solutions combine high-quality, comprehensive global fund coverage with robust capabilities for detailed analysis and reporting.
Solutions for Marketing
Follow the links below to view more extensive information for each application.
Lipper for Investment Management - Effectively position and differentiate your products from the competition 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 their 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.
Thomson Reuters Webcasting for Asset Management – 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.
Solutions for Product Research & Fund Selection
Lipper for Investment Management – Spot trends and identify product opportunities with the powerful analytic capabilities, advanced charting and high-value 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 each month providing comprehensive information on the funds and the companies that distribute them.
Lipper FMI US Fund Flow Reports - the primary source of information on weekly investor demand in the securities markets.
Lipper FMI US Fund Holdings Reports - displays Portfolio Activity in comparison to other portfolios as well as activity in a security in comparison to other securities.
Lipper Fee Benchmarking Reports – 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 UKI, Europe 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 UKI, Europe and Offshore.
Lipper Fund Encyclopedias - information on promoters, administrators, custodians, auditors and legal advisers as well as their client lists and their market shares. Covers Luxembourg, Dublin, Jersey and Guernsey.
Lipper Net Sales Analysis - monitors the state of business for the main players in the UKI and European fund industry. These reports offer a monthly snapshot of the net flows and fund performances.
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, allowing you to 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 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.
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