Applications

Name Benefits
Lipper for Investment Management

Lipper FMI - FundFile
  • Track product preferences by market
  • Monitor new product launches by competitors
  • Rank sales progress against peers
  • Understand the dynamics beneath the headline data for each European market
  • Determine strategy and sales targets based on real data ...and analyse many more issues.

Lipper FMI - SalesWatch
  • Reports and charts by country/region/ distribution channel showing member data compared with the aggregate of SalesWatch universe and/or the selected peer group within the SalesWatch membership.
  • Geographic flexibility - the service can accommodate international funds domiciled in any location and selling into any part of the world.
  • Free access to Market View and Sales View bulletins prepared by Lipper FMI which analyse member data together with other public data to assess trends and the scope of building business in the European markets.
  • This web-based 'real data' analysis service forms the core ingredient of board reports allowing senior executives to target sales initiatives, assess sales bonuses and develop strategy.

Lipper for Retirement
  • Produce client-specific investment policy statements
  • Generate on-demand fund fact sheets
  • Produce Plan Expense Reports
  • Select your own benchmarks for funds within your client's plans

Lipper LANA
  • Research peer group analytics against your fund
  • Perform analysis using Lipper's extensive performance and expense data
  • Support your branding and marketing efforts
  • Distinguish your funds with decision-support based on objective advice