Gain insights and knowledge. Streamline your workflow.
Lipper for Investment Management
Granular analysis. Superior reporting and charting.
Get the content, analytics and reporting capabilities needed for meaningful fund management and to manage investment data in a way that best suits your needs.
Make comparisons, benchmark performance, identify opportunities, and define positioning strategies through unique tools and customizable filters. Innovative charting capabilities let you transform advanced risk management analysis rapidly from a tabular format to an easily understood graphical format.
Customized features and tools
- High-powered charting functionality - Turn analysis into visually appealing graphs and charts to use in presentations and reports.
- Returns-based style analysis (RBSA) - Quickly perform style analysis and display results in a rolling-period RBSA chart.
- Easy-to-use tables - Generate detailed tables with fund data that can be easily sorted and grouped.
- Heat-map flow tool - View geographic fund flows or select a tree view to see flows by classification.
Do more on Eikon
With industry-trusted Lipper fund data within Eikon, you can access robust portfolio tools on the customizable desktop to analyse data and create compelling reports and presentations.
- Incorporate the most precise analysis, ratings and benchmarking tools on the market to inform investment selection.
- Worldwide search capability together with a customized fund overview including objective, top 10 holdings and net asset history.
- Use Lipper Leaders to assess fund performance over time against investment specific goals.
- View geographical and classification based aggregations within the Global Fund Flows App
Desktop and mobile
Lipper fund data and tools are available on single user-configurable desktops or mobile interfaces. Search funds, integrate data into reports and presentations, and keep informed even when you’re on the go.
Feeds to your applications
Access Lipper fund data directly from your desktop applications. Data can easily be imported and organized through virtually any application, website, or reporting systems.
Content on your website
Use ready-to-deploy applications to create advisor and client portals with Lipper fund data. Cross-asset analytical tools deliver sophisticated functionality to improve your clients’ experience.
Lipper Leader Ratings
The ultimate fund selection tool
These ratings offer investment professionals the richest and most comprehensive fund selection tool on the market. Using this iconic rating system, you can assess fund performance over time against a wide range of investment-specific goals that best align to investor or portfolio objectives.
Lipper Leader Ratings criteria
See funds from every angle through investor-centric metrics. Rank for providing superior total returns (from dividends, interest, and capital appreciation) when compared to similar funds.