Lipper Fund Fact Sheets
HIGH-QUALITY, COST EFFECTIVE SOLUTION FOR PERIODIC REPORT PRODUCTION
Showcase your fund's performance with professionally designed Lipper Fund Fact Sheets
With over 200,000 funds competing for investors globally, Lipper Fund Fact Sheets can help differentiate your funds from the competition, whilst generating significant resource and cost savings through the outsourcing of their production.
Lipper Fund Fact Sheets offer your clients and prospects an easily accessible report with valuable Lipper analytics, indices and averages, portfolio data, expenses, and performance information to increase your funds’ exposure.
Quickly reach clients and prospects – Lipper has created an automated streamlined process to produce your Fund Fact Sheets. Your clients will always receive the most up to date information available in Lipper’s expansive fund data base.
Provide local language capabilities – Lipper Fund Fact Sheets are available in Asian (Traditional and Simplified Chinese) and European languages (English, French, German, Italian and Spanish) ensuring that information and analysis is relevant to local markets.
Save time and money – Outsourcing the production of your Fund Fact Sheets to Lipper can relieve the pressure on your internal resources providing substantial cost savings.
Reliable efficient production process – Lipper has experience in providing thousands of custom Fund Fact Sheets to clients every month, so you can be assured of timely delivery.
Outstanding Customer Service – Lipper has a dedicated team who will work closely with you to produce the design you require and meet your branding needs.
LIPPER FUND FACT SHEETS ARE AVAILABLE IN TWO OPTIONS
Standard and Custom Lipper Fund Fact Sheets provide an effective alternative to in-house report generation.
Custom Fund Fact Sheets
Our custom solution can be tailored to provide the information and analysis you need in the format you require. The reports can also be adapted to incorporate distinctive branding elements including corporate logos, colors, layout and typeface. Lipper also has the ability to include third party images and data into the Fund Fact Sheets. With Lipper Custom Fund Fact Sheets, you can distribute high-quality, reliable analysis with your own distinctive corporate branding and custom data.
Standard Fund Fact Sheets
Our standard solution is presented in a clear and concise format with your corporate logo and up to a 500 character disclosure statement. The standard layouts offer a popular selection of Lipper content such as Lipper indices and averages, investment objectives, fees and expenses, performance analytics, risk evaluation and portfolio allocations. Lipper's Standard Fund Fact Sheets are available in one and two page versions with a US-specific design and an ex-US design. An advantage to using the US standard layout is that they have been pre-screened by FINRA, meeting all the required data elements and standard disclosure statements. To meet your local language needs, Fund Fact Sheets are available in a number of languages. The format of this report offers an efficient alternative to in-house report production and delivers substantial savings in both cost and internal resource.