Refinitiv Lipper for Investment Management support and training

To re-install Lipper for Investment Management (Lipper IM):

1. Important: Back up your workbooks, templates and fund lists (if you have any) somewhere else.
2. Completely uninstall Lipper IM and reboot the machine.
3. Delete the following folders:
   • C:\Users\XXXusernameXXX\AppData\Local\Thomson Reuters - Delete the Thomson Reuters folder and all contents.
   • C:\Users\XXXusernameXXX\AppData\Local\Thomson_Reuters - Delete the Thomson_Reuters folder and all contents.
   • C:\Users\XXXusernameXXX\AppData\Roaming\Thomson Reuters - Delete the Thomson Reuters folder and all contents.
4. Make sure you have the latest Lipper IM Installer; you may want to go to the website lim.lipperweb.com to ensure this.
5. When you have the latest installer, right click on it, and select the Run as Administrator option (you do not need to be an administrator to select this).
6. Once the installer starts, you can select where you want to install Lipper IM from the available options.

To get full control for Templates and Quick Templates folders:

1. Go to C:\Program Files (x86)\Lipper\Lipper for Investment Management\Templates
   • Select and right click on Templates.
   • Go to Properties -> Security.
   • Click Edit to change permission.
   • Look for the user profile/computer name (normally second from the last) from the Group or usernames, and tick the box to “Allow Full Control”.
2. Go to C:\Program Files (x86)\Lipper\Lipper for Investment Management\QuickTemplates
   • Select and right click on Quick Templates.
   • Go to Properties -> Security.
   • Click Edit to change permission.
   • Look for the user profile/computer name (normally second from the last) from the Group or usernames, and tick the box to “Allow Full Control”.

If you do not have full admin rights to your computer to allow the changes, you may want to contact your local IT for assistance.

To create a self-updating table in Excel:

1. Create a Workbook in the Lipper IM table.
2. When creating the column (for example: %Growth TER Def ExD Def USD), make sure the Time Period "To" is set to Latest Data Date.
3. Once done, save the workbook to your folder.
4. Click Scheduling.
5. You can select All in Owner, Status, Destination, and Format.
6. Click New Schedule, locate the folder where the workbook is saved and double click on the file.
7. Select Excel as an Output and the destination of the updated file can be your folder.
8. Click the Schedule tab and set the update you require.
9. Click the Notification tab that will allow you to indicate the email address where you want to receive notification for the update on your workbook. Make sure that the Send notification box is ticked.

Once there is an update, you will receive an email notification indicating the Name, Date, Owner (who created the Scheduling) and the File Name. Just click on the file name and wait for the download to complete.

To download a Mutual Fund's investment on your workbook:

1. Go to Table Template.
2. Then on the Column Manager tab, under Classification, choose Investment Objective.
3. Click Apply and OK.

A Lipper workbook has a maximum size limit of 2 million cells. You may experience slowness or issues with the workbook responding as you approach this limit. 

In such cases where the report is too big, you can create separate reports.

To remove the date column:

1. Go to Table Template -> Column Manager.
2. From the Aggregate Fund Value drop-down menu, click on the Month and Year drop-down list and highlight Date. 
3. Under the General tab (in the Properties column) untick Visible.