Name Benefits
Lipper for Investment Management
  • Provides access to Lipper’s global database which covers over 205,000 share classes
  • Charting capabilities enable you to transform advanced analysis into an easily understood graphical format
  • Model Portfolio function enables you to construct and compare a range of real and theoretical portfolios
  • Report Generator allows quick generation of professional quality reports using pre-formatted templates

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 LANA