• Explore Lipper for Investment Management: Returns Based Style Analysis, Portfolio Ownership and Report Generator
    Scheduled Expert Led Training
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    Besides tables and charts, Lipper IM offers Returns Based Style Analysis (RBSA), Portfolio Ownership and Report Generator for fund professionals dealing with fund activities easily. RBSA measures a fund based on its performance over a given time series and related benchmarks. Portfolio more Ownership shows funds with top 10 and etc. net buyers or sellers, and owners of securities. Report Generator provides different report templates to create reports using Lipper database. Explore how these tools benefit in your business activities. Course outline: - What is RBSA, open RBSA, select a benchmark group, define a static or dynamic fund list - View table and different charts in RBSA workbook, change benchmarks, and introduce RBSA table and chart templates - What is portfolio ownership, how to view funds’ ownership and quote of a security, and export ownership data to Excel - What is report generator, types of available reports, and how to create and view a report

  • Discover Model Portfolios and Private Assets in Lipper IM
    Scheduled Expert Led Training
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    Lipper IM offers flexibility to fund professionals. Besides its powerful table and chart features, you can use Private Assets to add your private funds to the Lipper database. For model portfolios, you can enter constituents and model allocations where the Lipper database would calculate more prices and other data. Learn how to import, make, and handle model portfolios with your own funds and composite indices as well as your own private funds. Course outline: - Open private assets - Add a new model portfolio including funds and composite indices - Manage a model portfolio’s location and share portfolios - Add model portfolios to a dynamic or static fund list - Add a new private fund - Import a private fund

  • Working with Fund Flows in Lipper for Investment Management
    Scheduled Expert Led Training
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    Fund professionals need a tool to view Estimated Net Flows (ENF) which is a measure of how much money is moving in and out of fund in a given period of time so as to analyze the market situation. In view of this Lipper IM offers the Fund Flows module to provide such data along with all the more necessary features in a consolidated view. Learn the features of the Fund Flows module and apply ENF data into tables and charts of Lipper IM. Course outline: - What are Lipper Fund Flows? - View the Summary Tab - View the Global Tab - View the Classification Tab - Apply Estimated Net Flows in Tables and Charts

  • How do I customize fund reports using the Report Designer?
    Scheduled Expert Led Training
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    Fund professionals need a tool to generate fund reports based on various requirements and needs. To cope with these requirements, Lipper IM offers the Report Designer module for them to create tailor-made fund reports which enable them to fulfill their specific requirements. After attending more this course, fund professionals should be able to create and retrieve their custom fund reports. Course outline: - What is Lipper Report Designer? - Explain Report Designer Ribbon and Tabs - Apply Report Layout and Themes - Explain Report Components - Design and Retrieve a Custom Fund Report

  • How to Schedule Workbooks - (08:49) View description

    Learn how to Schedule updates for workbooks

  • Introduction to Time Series - (12:59) View description

    Introduction on how you use the Time Series Templates in Lipper IM

  • Introduction to Scheduler - (09:38) View description

    Basic information and overview about the Lipper IM Scheduler

  • Lipper IM 2.9 Overview - (23:31) View description

    Complete overview of the new features that were added to Lipper IM 2.9

  • YTD Time Periods - (03:39) View description

    Learn about the YTD time period option

  • Users Columns Part 1 - (07:46) View description

    Part 1 of the series on how to use user defined columns for custom formulae

  • Users Columns Part 2 - (07:28) View description

    Part 2 of the series on how to use user defined columns for custom formulae