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Rating:Lipper Adds Retirement Planning Tool to Repertoire Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, May 23, 2007

Lipper Adds Retirement Planning Tool to Repertoire

News summary by MFWire's editors

Lipper has further expanded its presence in the global retirement marketplace with the launch of Lipper Retirement Insight, a Web-based application that combines Lipper’s investment and fund analysis, report generation and relationship management tools into a single turnkey product for efficient retirement plan management.


Lipper, Inc., a leading mutual fund research firm and subsidiary of Reuters, continues to expand its presence in the global retirement marketplaces with the launch of Lipper Retirement Insight. An investment selection and monitoring tool, Lipper Retirement Insight simplifies the fiduciary reporting process enabling financial advisors, consultants and retirement product providers the means to offer insight and unbiased recommendations to retirement plan fiduciaries.

Lipper Retirement Insight, a web-based application, combines Lipper’s institutional- quality investment and fund analysis, report generation and relationship management tools into a single turnkey product for efficient retirement plan management. Features include client-specific investment policy statements, reports on current and prospective plan investments, fund/manager fact sheets and monthly/quarterly performance reports.

Earlier this year, Lipper added Optimal Indices to its retirement product lineup. These indices, comprised of target risk benchmarks based on ETFs, provide users the ability to compare multi-asset portfolios against specific risk profiles.

“Lipper is proud to continue addressing the needs of investment professionals and institutions with the launch of Lipper Retirement Insight," said Richard Malconian, Global Head of Retirement Services. "With Lipper Retirement Insight and the Lipper Optimal Indices, financial advisors and retirement plan providers will be better able to serve their clients' needs using a custom-tailored platform. Both tools draw from Lipper's unrivaled, comprehensive database, combined with our detailed analytics, to equip advisors and plan providers with the ability to tailor a portfolio according to a plan's specific investment policy standards and criteria."

For more information on Lipper Retirement Insight, please contact Marcela Curry (Director of Business Development) at 646-223-4504 or Mark Siebold (Director of Product Management) at 303-357-0415.

ABOUT LIPPER, INC. Lipper, a wholly-owned subsidiary of Reuters, provides independent insight on global collective investments including mutual funds, retirement funds, hedge funds, fund fees and expenses to the asset management and media communities. Covering 150,000 share classes and over 80,000 funds located in 56 domiciles, Lipper is the world's leading fund research and analysis organization. It provides the free Lipper Leader ratings for mutual funds registered for sale in 20 countries. Additional information is available at www.lipperweb.com.  

Edited by: Erin Kello


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