13 Aug 2008
Lipper Expands Product Offerings within Lipper for Retirement Platform
NEW YORK, NY – Lipper, Inc., a leading mutual fund research firm and subsidiary of Thomson Reuters, today announced enhanced features to its Lipper for Retirement platform. Lipper for Retirement combines Lipper's institutional-quality investment and fund analysis, report generation and relationship management tools into a single end-to-end web-based product for efficient retirement plan management. Among the platform’s new features is the Plan Expense Report. It is designed to help plan fiduciaries understand all of the fees associated with their company's retirement plan, thereby allowing them to make informed decisions about service providers and plan investments.
In addition to the Plan Expense Report, the Lipper for Retirement platform now provides users with tools that give them the ability to customize select/preferred lists of investments; simultaneously cascade unique commentary to multiple plans and archive reports for easy access and maintenance.
Product users also have access to powerful research tools and detailed reports including on-demand monthly and quarterly performance and expense reports, client-specific investment policy statements and Lipper’s research and market commentary.
"The new features on Lipper for Retirement are a direct response to the needs of financial advisors and retirement services providers in the marketplace," said Mark Siebold, Director of Product Management, Retirement Services at Lipper. "We take great pride at Lipper in our ability to listen to our clients and provide them with the tools required to build, maintain and grow their unique businesses. Our aim is to make Lipper for Retirement the indispensable tool for helping them achieve this goal," said Siebold.
Lipper is offering financial advisors and retirement services providers a free 30-day trial of Lipper for Retirement. Interested parties may contact Mark Siebold at 303.357.0415 or mark.siebold@reuters.com for more information.
About Lipper
Lipper, a Thomson Reuters company, 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. Lipper is the world's leading fund research and analysis organization, covering over 184,000 share classes and over 103,000 funds in 54 registered for sale (RFS) universes. It provides the free Lipper Leader ratings for mutual funds registered for sale in 27 countries. Additional information is available at www.lipperweb.com.
Information provided by Lipper has been obtained from or is based upon sources believed to be reliable but is not warranted to be accurate or complete. Lipper makes no representation or warranty, express or implied, to investors or any member of the public regarding the advisability of investing in securities generally or in any product or mutual fund particularly. Past performance is not necessarily a guide to future performance and investors should remember that past performance is not guarantee of future results.
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