Lipper fund performance

Designed to work seamlessly with your workflow, Lipper for Investment Management gives you flexibility over your fund management data and information in a way that suits your needs. Identify new opportunities and define positioning strategies.

• Superior content – Draw on a global database with over 360,000 share classes covering mutual funds, closed-end funds, exchange-traded funds (ETFs), hedge funds and domestic pension and insurance products.
• Exceptional charting tools – Understand the data quickly, in graphical format, using time-saving, easy-to-use templates.
• Insightful portfolio modelling – With the portfolio optimisation you can adjust portfolio weightings and calculate a portfolio’s efficient frontier over user-defined monthly time periods.

Gain investor confidence by promoting the strengths of your fund and validate your strategic investment objectives with our trusted fund data metrics.

A Lipper Fund Marketing License allows you to showcase your funds through the publication of 3 Lipper proprietary metrics: Lipper Leaders Ratings, Lipper Benchmarks/Indices and Lipper Rankings. It also allows for the redistribution of fund performance statistics for marketing purposes. Combined with our granular and best-in-class classification scheme, these metrics provide compelling, credible and independent evidence of how well your fund is performing against its peers.

Your prospective clients and existing customers all refer to factsheets when analysing a fund, so it is crucial that these documents are really reflective of a company’s marketing efforts, while at the same time complying with regulatory requirements.

LSEG offers a complete digital factsheet service giving you the ability to produce and distribute branded factsheets from one single web based platform. Your fund’s data and metrics get automatically populated and we can accommodate most asset classes.

• A single online platform to manage the production, editing and creation of factsheets
• Optimise and streamline the entire process of factsheet production
• Reduce errors and compliance risk through automated data population
• Partner with Lipper to ensure quality and accuracy of factsheets

A fund pitching tool to help drive sales and position investment products more effectively by showcasing and comparing a fund’s investment value. The web-based solution provide product, marketing and sales professionals with advanced, user-friendly tools needed to enhance advisor communications and increase sales performance by standardising and automating the positioning of investment products.

• Drive sales and position investment products more effectively
• Enhance client engagement with compelling fund comparison reports
• Accurately compare a funds relative performance
• Help clients understand how their investment portfolio would benefit