LSEG Lipper on Databricks

LSEG Lipper provides the most comprehensive global coverage, offering insight on mutual funds, retirement funds, pension funds and fund fees and expenses. Financial professionals rely on our content every day to support detailed analysis, peer comparison, performance reporting, risk assessment and investment selection.

**Flexible offering**
For its inclusion in Databricks, the Lipper database has been segmented into different datatables. Clients are able to pick and choose from the various datatables offered and subscribe only to the ones required for their particular use case.
Customers will be able to get a summary of changes to the information on their respective datatables via Databricks reporting and summary capabilities. Where history is available, customers will be able to select between 2, 5, 10 or complete historical views.

**Fund Benchmarking and Report**
Peer performance analysis and reporting satisfy client demands for deeper analysis and more transparent reporting with detailed quantitative fund data. Quantitative data is displayed consistently for every fund, allowing you to improve workflow efficiency by alleviating concerns about data gaps. You can create analysis and reporting tools that allow users to compare funds confidently.

**Product Strategy & Opportunity Analysis**
Identify and monitor product opportunities and market trends by creating periodic analyses detailing classification types, assets under management and fund holdings for newly launched and competitor funds.
Access global fee and expense information to compare your fund fees and performance with those of competitors; examine how your fee levels align with those of the industry as a whole so you can appropriately manage and communicate fee strategies.

**Marketing & Advertising**
Visually illustrate fund performance on websites and sales communications using Lipper benchmarks, including our ratings, indices and averages.
Show customers how your fund’s fees and expenses stack up by adding the LSEG Lipper Leaders Expense Rating to your fee and expense profiles and reports; quickly and clearly communicate your fund’s overall value to investors and advisors.
Aid long-term investors with decision making by highlighting the Lipper Leaders Ratings on performance overviews.

**Investor Portals**
Capitalise on high-touch communication channels such as social networks, mobile media and online communities to reach customers who are on the go. Create infographics using Lipper data to feature on social media, blogs and web pages. Populate screeners, top fund lists and other investing apps for websites and mobile devices.

**Fund Selection & Analysis Tools**
Make it easier for wholesalers, advisors and distribution partners to select funds and define product lists by populating your advisor portals and internal applications with our high-quality institutional information. Lipper’s deep content sets are specifically designed to provide investment professionals with the extra level of detail they need to analyse and validate recommendations.
Add Lipper information to your research and recommendations for more sophisticated analysis; validate and provide additional support for your findings with comparison tables and charts generated using Lipper data.
Integrate Lipper data into your analysis and reporting tools, such as hypotheticals, proposal generation and fact sheets, to improve the level of detail offered to your colleagues and distribution partners

**Retirement & Pension Platforms**
Power your retirement and pension platforms with fund profile, performance, portfolio allocation and LSEG Lipper Leaders
Ratings information to help investors make suitable investment selections. Create allocation models and calculation tools featuring Lipper classifications and benchmarks to educate investors about risk, return and possible outcomes.
Generate investment policy statements, fact sheets and customer communications using Lipper to ensure essential data is incorporated, helping you meet compliance standards and customer requirements.
Analyse and recommend funds according to client investment policy standards and criteria; integrate Lipper data into your analysis and proposal tools to support fund selection and recommendations to plan sponsors.