| Name |
Benefits |
| Lipper Active Indices |
- Monthly updates ensure close tracking of respective performance
- Determine whether a portfolio manager is adding value
- Holdings- based analysis provides superior view of investment performance
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| Lipper Custom Data Feeds |
- Comprehensive fund data and fast cost-effective integration
- Determine the frequency and format of data delivery
- Obtain fund data in your local language
- Access to detailed fund content and analysis
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| Lipper Data Feed Services |
- Delivers complete coverage of all US open-end, closed-end, ETF and variable products
- Facilitates competitive analysis
- Provides unparalleled benchmarking capabilities
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| Lipper Fee Benchmarking Reports |
- Benchmarking funds contractual fee arrangements
- Confidential fee schedules not available in the public space
- Great assistance in fee negotiations and transfer pricing issues
- Benchmark calculator with charting capabilities enable you to create compelling presentations
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| Lipper Fund Charges |
- Consistent TER calculation methodology across all domiciles
- User friendly database with analytical and filtering tool
- Charting capabilities enable you to create compelling presentations
- Extensive coverage: Austria, Belgium, France, Germany, Hong Kong, Italy, Spain, Sweden, Switzerland, UK, & “Offshore” (Luxembourg, Dublin, Channel Islands, Caribbean Islands…)
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| Lipper Fund Encyclopaedias |
- Reference point of the entire fund industry in Luxembourg, Dublin, Jersey and Guernsey since 1995
- 100% coverage of all domiciled collective investment schemes
- Fund service providers market shares ranking by number of funds and by assets
- Detailed client lists for each individual service provider
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| Lipper Fund Fact Sheets |
- Save time and money
- Quickly reach clients and prospects
- Provide local language capabilities
- Reliable efficient production process
- Outstanding customer service
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| Lipper Global Data Feeds 4 |
- 39 registered for sale universes allow access to global data
- A standardised feed format for each universe allows easy integration
- Local language content enables local market usage
- Produced three times a day so users have timely access to data
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| Lipper Global Holdings Feed |
- Full holdings data gives you the competitive edge
- Allocation analysis enables you to make informed product decisions
- File structure allows quick easy integration
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| Lipper Net Sales Analysis |
- Breaks down the change in the monthly asset growth between performance and net flows
- Provides up to date figures for assets under management
- Covers funds domiciled in Luxembourg, Dublin and UK
- Provides insight into longer term trends
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| Lipper Sector Indices |
Lipper Sector Indices cover open-end mutual funds, closed-end funds and variable annuities.
Historical index values allow total return calculations for any time period.
- Whether you choose daily or monthly index updates, Lipper's data delivery system is fast, easy, and reliable.
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| Lipper TASS Hedge Fund Database |
- Complimentary copy of quarterly TASS Asset Flows Report
- Complimentary copy of monthly Flash Estimate Report
- Access to over 200 fields of data
- Daily file updates
- 30 Years of monthly performance history
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| Thomson Reuters Lipper Optimal Indices |
- Analyze individual portfolios, pension plans or funds-of-funds
- Benchmark retirement "lifestyle" funds and other target risk investments
- Constuct a fund or porfolio
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| Thomson Reuters Lipper Premium Indices |
- Customized to meet your specs and requirements
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