at Financial Technnology Year
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Lipper Fund Analytics from Refinitiv (LSEG)
Provides comprehensive fee analysis and performance metrics for mutual funds and ETFs, enabling fund managers to make data-driven decisions.
Product analysis by function
Fee Analysis & Modeling Tools for Product Development & Management
Software for analyzing competitive fee structures, modeling revenue scenarios, and determining optimal pricing strategies for investment products across different distribution channels and client segments.
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Data Integration & Import
(8 Yes /8 Known /10 Possible features)
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Multi-source Data Import Ability to import data from spreadsheets, databases, APIs, and third-party data providers. |
Lipper provides extensive data import including from spreadsheets, files, and integration with APIs (industry standard for fund analytics). | |
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Automated Data Refresh Automatic periodic updates from defined sources to ensure data freshness. |
Refinitiv Lipper is recognized for providing up-to-date datasets and automatic refresh via linked data sources. | |
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Data Mapping Tools Configurable mapping of imported data fields to internal data models. |
Lipper provides configurable data mapping tools as part of its data integration suite. | |
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Data Validation & Cleansing Automatic detection and correction of data inconsistencies or missing values. |
Automatic data validation and cleansing mentioned in Lipper's data quality assurance documentation. | |
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Version Control for Data Ability to track and reference historical data sets for audit and analysis. |
Audit trails and version history are supported for regulatory and analytical purposes. | |
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Bulk Upload Speed Average speed of bulk data import and processing. |
No information available | |
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Supported File Formats Number and type of supported file formats for import/export (e.g., CSV, Excel, XML, JSON). |
No information available | |
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API Integration Out-of-the-box connectors or API support for data exchange. |
API integration is emphasized for bespoke data delivery and export/import (see Refinitiv developer site). | |
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Data Audit Trail Complete record of data uploads, changes, and associated users. |
Extensive data audit logging provided for compliance requirements. | |
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Error Reporting Dashboard Visibility into failed imports and integration errors. |
Error dashboards and detailed integration error reporting are standard. |
Competitive Fee Benchmarking
(8 Yes /8 Known /10 Possible features)
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Peer Group Comparison Comparison of product fees against selected peer groups or industry averages. |
Peer group comparison is a core aspect of Lipper fee benchmarking. | |
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Custom Benchmark Creation Flexibility to define custom benchmarks for more granular comparison. |
Users can select and create custom peer or benchmark groups. | |
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Dynamic Benchmark Updates Automated benchmark updates based on current market data. |
Benchmarks update automatically based on live data feeds. | |
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Fee Structure Visualization Graphs and visual breakdowns of competitive fee structures. |
Lipper provides graphical fee structure visualizations and comparisons. | |
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Historical Fee Trend Analysis Tracking and visualization of changes in competitor fee structures over time. |
Historical fee trend analysis is a well-known capability within Lipper. | |
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Market Coverage (Peer Universe) Number of peer products or managers included for benchmarking. |
No information available | |
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Drilldown by Channel or Segment Ability to filter benchmarking by distribution channel or client segment. |
Users can drill down by asset class, channel, or region. | |
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Customizable Peer Lists User-defined peer selection using filters and attributes. |
Custom peer lists via flexible filter and grouping options. | |
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Fee Type Support Different fee types supported for benchmarking (e.g., management, performance, admin., etc.). |
No information available | |
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Exportable Benchmark Reports Benchmark data, charts, and reports can be exported for sharing or analysis. |
Benchmark/executive reports are readily available in download/export formats (PDF, Excel). |
Revenue Modeling & Scenario Analysis
(6 Yes /6 Known /10 Possible features)
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Scenario Builder Interactive tool to create and compare multiple revenue scenarios with different fee structures and product assumptions. |
Scenario modeler for revenue and fee assumptions available in advanced analytics module. | |
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Fee Sensitivity Analysis Assessment of revenue impact based on changes in fee rates or structures. |
Lipper offers analysis on how fee changes impact revenue over various scenarios. | |
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Product Segmentation Segregation of modeling by product type, distribution channel, or client segment. |
Segmentation features allow breakdown by product, channel, region, and client segment. | |
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Historical Revenue Backtesting Ability to backtest revenue models using historical AUM and client data. |
No information available | |
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Multi-Currency Support Support for revenue modeling in different currencies. |
Lipper's international coverage inherently supports multiple currencies. | |
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Fee Waterfall Modelling Detailed modeling of fee split across management, distribution, and sub-advisory layers. |
No information available | |
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Model Complexity Maximum number of model parameters and variables supported. |
No information available | |
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Batch Processing Speed Time taken to run large scenario batches or complex revenue models. |
No information available | |
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Graphical Output Visualizations such as revenue projections, sensitivity charts, and scenario comparisons. |
Graphical output is heavily featured in all Lipper analytics dashboards. | |
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Report Export Ability to export scenario results as PDF, Excel, or image files. |
Analysis, charts, and scenarios can be exported in standard file formats. |
Client & Channel Segmentation
(5 Yes /5 Known /10 Possible features)
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Segmentation Rules Editor Interface for creating and managing segmentation rules based on client, geography, product, or assets. |
No information available | |
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Multi-level Hierarchies Support for nested segmentations (e.g., channel --> geography --> client type). |
No information available | |
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Dynamic Segmentation Updates Automated updates when client/channel attributes change. |
No information available | |
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Segment-specific Fee Structures Ability to assign and analyze different fee structures per segment. |
Lipper enables different fee structures and segment analysis for products/channels. | |
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Cross-segment Comparison Comparison of performance and margins across different segments. |
Cross-segment performance and fee comparison are part of standard analytics. | |
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Number of Supported Segments How many unique client or channel segments can be handled concurrently. |
No information available | |
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Granular Segment Filters Query building for fine-tuned segmentation and analysis. |
Granular filters for data selection and peer/segment analysis are marketed features. | |
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Segment Performance Dashboards Dashboards showing key metrics for each segment. |
Custom dashboards for performance per segment/channel are available. | |
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Customizable Segment Attributes User management of segment-defining attributes (e.g., client size, geography, product type). |
No information available | |
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Segment Data Export Ability to export segmentation results as structured data files. |
Segmentation data and results can be exported from Lipper analytics. |
Pricing Strategy & Optimization
(2 Yes /2 Known /10 Possible features)
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Automated Pricing Recommendations Algorithmic suggestions based on market position, peer data, and revenue targets. |
No information available | |
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Price Elasticity Modeling Assess impact of fee changes on expected sales or AUM. |
No information available | |
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Fee Structure Complexity Maximum supported fee structure layers (tiered, breakpoints, flat fees, etc.). |
No information available | |
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Integrated Approvals Workflow Approval processes for new or changed fee structures. |
No information available | |
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Margin Optimization Tools Tools for maximizing profit margin while remaining competitive. |
No information available | |
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Dynamic Pricing Simulation Live simulation of pricing changes and their projected effects. |
No information available | |
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Custom Pricing Rules Engine User-configurable rules to guide automated or manual pricing suggestions. |
No information available | |
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What-if Analysis Support for complex scenario planning with side-by-side comparison. |
No information available | |
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Integration with CRM/Product Platforms Ability to link pricing models directly to sales and product management platforms. |
Refinitiv Lipper integrates with product/platform management tools via API, and with major CRMs as referenced in the API documentation. | |
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Fee Implementation Audit Trail Log of pricing changes, approvers, and rationale. |
Fee/pricing implementation logs and audit trails for compliance are a highlighted function. |
Reporting & Visualization
(6 Yes /6 Known /10 Possible features)
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Custom Report Builder User-configurable reports combining data from multiple sources and analyses. |
Custom report builder is widely promoted for the platform. | |
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Scheduled Report Delivery Automated, periodic delivery of key reports to stakeholders. |
Scheduled and automated report delivery is available to clients. | |
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Interactive Data Visualizations Charts, graphs, and dashboards with drill-down capabilities for deeper analysis. |
Interactive dashboards are a core product feature. | |
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White-label Branding Reports and dashboards with customizable branding for internal or client use. |
Reports support firm or client-specific branding, suitable for distribution and white-labeling. | |
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Export Formats Supported Range of formats (PDF, Excel, PPT, HTML, etc.) supported for report export. |
No information available | |
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Real-time Reporting Speed Average latency to generate dashboards and ad hoc reports. |
No information available | |
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Mobile-friendly Dashboards Support for accessing reports and dashboards on mobile devices. |
Dashboards are designed for mobile/web use and compatible with tablets. | |
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Report Scheduling Flexibility Ability to set schedules by frequency, audience, and format. |
No information available | |
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Role-based Report Access Control over who can view, edit, or share each report. |
Role-based report access and sharing/collaboration included (multi-user, hierarchical access). | |
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Data Annotations & Commentary Inline notes, highlights, and discussions within reports and dashboards. |
No information available |
Security, Compliance & Audit
(5 Yes /5 Known /10 Possible features)
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Role-based Access Controls Granular permissions for system modules and data sets. |
Granular user and data permissioning available for enterprise clients. | |
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Data Encryption Encryption of data at rest and in transit. |
All data is encrypted at rest and in transit (Refinitiv security standards). | |
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Compliance Modules Automated checks for compliance with regulatory standards (e.g., MiFID, SEC). |
No information available | |
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Detailed Audit Logs Comprehensive tracking of all user and system activity. |
Detailed audit logs available for all user, data, and system activity. | |
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Two-factor Authentication Requirement for 2FA to access sensitive features. |
Supports two-factor authentication options for platform access. | |
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Data Retention Policy Enforcement Automated enforcement of data retention and deletion policies. |
No information available | |
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Intrusion Detection Integration Support for connecting with enterprise security/intrusion monitoring systems. |
No information available | |
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Consent Management Tracking, storing, and enforcing user and client data consents. |
No information available | |
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Privacy Settings Granularity Levels of privacy setting granularity for user and organizational data. |
No information available | |
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Regular Security Patch Updates Periodic and automated updates for security vulnerabilities. |
Refinitiv/Thomson Reuters issue regular and automated security updates and maintenance for cloud applications. |
User Experience & Collaboration
(8 Yes /8 Known /10 Possible features)
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Intuitive Interface Modern, easy-to-navigate interface for all user roles. |
User interface is modern, customizable; recognized as 'easy to use' by industry reviews. | |
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Notification & Alert System Automated alerts and reminders for data changes, approvals, and analysis deadlines. |
Notifications and alerting available (e.g. for report readiness, data changes). | |
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Multi-user Collaboration Simultaneous access and editing by multiple users with real-time syncing. |
Multi-user access and collaboration available by default in enterprise edition. | |
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Change Tracking & Comments Ability to track, comment, and discuss changes directly in the platform. |
No information available | |
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Role-based Views & Dashboards Custom interfaces tailored to specific user types or departments. |
Customizable dashboards/views per user role or team. | |
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User Training Resources Integrated tutorials, guides, and contextual help. |
Integrated user guides, tutorials, live help options available. | |
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Accessibility Compliance Conformance with accessibility standards (e.g., WCAG 2.1). |
Accessibility compliance listed in platform accessibility statement. | |
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Mobile App/Responsive Design Support for smartphone/tablet access and mobile-optimized UIs. |
Mobile responsive design and mobile app access available. | |
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Self-service Customization User ability to customize dashboards, reports, and notification preferences. |
Users can customize dashboards, notifications, and report layouts. | |
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Multilingual Support Availability of the user interface in multiple languages. |
No information available |
Integration & APIs
(6 Yes /6 Known /10 Possible features)
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Open API Documentation Comprehensive and accessible API documentation for developers. |
Open API documentation is available for developers via the Refinitiv Developer Portal. | |
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Pre-built Connectors Ready-made integrations with leading industry systems (e.g., Salesforce, Bloomberg). |
Offers pre-built connectors with platforms like Bloomberg and Salesforce. | |
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Custom Webhooks Support Outbound webhooks for triggering downstream processes in real time. |
No information available | |
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Single Sign-On (SSO) Integration with enterprise SSO standards for easy authentication. |
Single sign-on and active directory integrations supported for enterprise. | |
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API Throughput Requests/second supported for external application calls. |
No information available | |
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Data Export API Support for programmatic export of analytical data. |
Supports outbound data export via APIs. | |
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Inbound Data Sync API API endpoint(s) for automated data ingestion from external systems. |
Provides API for inbound data synchronization from other systems. | |
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Event-based Integration Support for real-time event streams for updates and notifications. |
Event streaming available for real-time updates/notifications via API. | |
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Integration Testing Sandbox Environment for testing API integrations safely and at scale. |
No information available | |
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Extensible Plugin Framework Ability to add or develop plugins or custom modules on top of the core system. |
No information available |
Maintenance, Support & Scalability
(4 Yes /4 Known /10 Possible features)
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Uptime Guarantee Service Level Agreement percentage for application uptime. |
No information available | |
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Scalable Infrastructure Elastic infrastructure to handle growing users, data, and analysis loads. |
Infrastructure is cloud-based with documented scalability for growing clients/data. | |
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24/7 Support Availability Round-the-clock support through multiple channels. |
24/7 support available for enterprise clients. | |
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Software Update Frequency Average frequency of feature and security updates. |
No information available | |
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Disaster Recovery RPO/RTO Guaranteed recovery point/time objectives for disaster recovery. |
No information available | |
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Performance Monitoring Tools Built-in monitoring and alerting for system performance metrics. |
Performance monitoring/alerting tools included for enterprise version. | |
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Self-service Diagnostics Tools for end users to diagnose and report system issues. |
No information available | |
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User Management Scalability Maximum number of users supported concurrently. |
No information available | |
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Data Storage Scalability Capacity for growth in managed and analyzed data. |
No information available | |
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Multi-tenant Architecture Support for isolated environments for different teams or clients within the platform. |
Multi-tenancy (client- and segment-isolated environments) available for large clients. |
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