Advisory Contract Renewal Services - 15(c) Reports

Objectivity, Accuracy, Experience

The Lipper Difference

With more than 22 years in the Advisory Contract Renewal business, Lipper's Fiduciary Services group is the preferred choice of many fund groups, boards and industry experts for providing objective third-party 15(c) reporting. Our independence and expertise are relied upon by courts, legal counsel and fund boards throughout the industry.

Lipper 15(c) reports are produced using a methodology that has stood the test of time and is widely-accepted by fund companies and boards alike. When it comes to data accuracy, Lipper leads the way with net asset values and distribution data downloaded daily directly from FINRA. Expense data collected from audited annual reports is available for all classes of shares of all '40 Act registered funds—we can provide nearly any level of transparency.
  • Industry leader
  • Third-party objectivity
  • Institutional-quality data
  • Hand-selected expense comparison groups
  • Fully-transparent methodology
  • Report content flexibility

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