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Lipper for Investment Management



Designed to work seamlessly with your workflow, Lipper for Investment Management offers you the flexibility to manage data and information in a way that suits your needs. 

Lipper for Investment Management features the content, analytics and reporting capabilities needed by marketing, product management, sales and performance teams to conduct meaningful comparative analysis to define new product opportunities and positioning strategies. 

Our advanced performance analytics solution is built on a hosted platform using industry standard technologies that simplify deployment and allow you to access Lipper information anytime, anywhere.

Key Features


Quickly access Lipper’s global database which covers over 220,000 share classes and includes mutual funds, closed-end funds, ETFs, hedge funds, domestic pension and insurance products.  Compare and benchmark performance with Lipper Global and local market classifications, Lipper Leaders fund ratings and over 65 performance and risk statistics. Acces 65 US fee data points and unique fee breakdowns for Lipper calculated TERs (Total Expense Ratios). Our comprehensive fund information is combined with analytic tools to enhance reporting and analysis.


Our innovative charting capabilities enable you to rapidly transform advanced risk management analysis from a tabular format to an easily understood graphical format.  Modify an existing chart with just a few clicks of your mouse to reflect different time periods or benchmarks.


The Model Portfolio function enables you to construct, compare and present a wide range of real and theoretical portfolios and tailor these to meet the requirements of your target investors.


  • Returns Based Style Analysis (RBSA) – Pre-defined workbook features benchmarks which you can select based on category or region.  Convenient table and chart options help you suitably display information. 

  • Private Data Loading provides ability to load prices, charges and distributions data for private funds to facilitate analysis in Lipper for Investment Management.  Bulk or singular load capabilities available.

  • Audit Calculations provides a high-level of transparency by enabling you to drill-down into a derived value to see how the calculation was built.  View all the data points, factors and formulas used in the calculation and even recreate it in Excel.

  • Enhanced Report Generator – Quickly generate professional quality reports using pre-formatted templates.  The report generator allows instant creation of user defined Fact Sheets, Peer Comparison, Allocation and Risk Comparison Reports.  Supports multi-fact sheet generation to facilitate more efficient production.

  • Reuters News offers valuable insight which can be used to provide additional context to your analysis.  Create custom searches and import your own RSS feeds for tailored news display.

  • Excel Add-In - Link data into external reports negating the need for OLE linked reports.  Link a single chart  or link an entire workbook into Excel.


  • Lipper Estimated Net Flows - Access our global fund flows information to monitor and report on market trends.

  • Lipper Report Designer - Ideal solution for the quick and easy creation of custom fund fact sheet templates

Key Benefits

No information

Product/Service Details

User Suitability (Capital Markets & Investment)
Asset Managers, Asset Services, Trading, Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America, South America
Asset Class Coverage
Deployment Options
Hosted / ASP / Private Cloud, On Premises Installation
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