BNET Industries
Last Fiscal Year Sales:$7.5M
- Private
- US
Dow Jones Description
Lipper, a Reuters company, is a global leader in supplying mutual fund information, analytical tools, and commentary. Lipper's benchmarking provides the trusted guidepost to asset managers, fund companies, financial intermediaries, traditional media, websites, and individual investors. With three decades of fund analysis experience, bolstered by the resources and knowledge of Reuters, the world's largest financial information and news provider, Lipper provides unparalleled expertise and insight to the funds industry. Lipper's products and services provide accurate, insightful, and timely mutual fund data and analysis.
Chief Operating Officer
Eric AlmquistNumber of Employees 34
Peer Companies
NAICS Code Process, Physical Distribution, and Logistics Consulting Services: 541614
News & Analysis
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investor and lipper inc. - All News and Analysis
Junk bond funds seen at a crossroads.(Short Interests)
Byline: David Hoffman Junk bond funds, which saw outflows in June, had inflows of $400 million last month, according to a report last week from Lipper Inc. of New York. "I was surprised to see even...
Mutual fund investors may incur higher fees; New expense data show a mixed bag.(News)
Byline: David Hoffman NEW YORK - While a growing number of mutual funds are cutting expenses, the average shareholder actually may be paying more to invest in mutual funds. The asset-weighted average total expense ratio, which...
Good year for investors in tax-managed funds; Little capital gains exposure is a plus.(News)
Byline: David Hoffman NEW YORK - Investors in tax-managed mutual funds finally can expect to reap a little extra reward this year, according to industry experts. The reason is that such funds limit exposure to capital gains...
The Baltimore Sun Eileen Ambrose column.
By Eileen Ambrose, The Baltimore Sun Knight Ridder/Tribune Business News Sep. 19--It's about time that small investors who stuck with mutual funds through a year of scandal got some good news. Thanks to last year's stock market gains, fund settlements ...
But who's watching the fund watchers? Morningstar stance spotlights rivals' conflicts.(News)
Byline: Frederick P. Gabriel Jr. The debate over whether investors should bail out of mutual funds run by scandal-tainted companies raises serious questions about the conflicts facing those making recommendations. While such venerable fu ...
Top Performing Mutual Funds Tap Tech's Riches, Risks.
By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Jul. 6--There were times during the bear market when the tiny mutual fund Suresh Bhirud manages, Apex Mid Cap Growth, "really went through the ringer," he said. Investors pulled out their ...
Investors Pull Record $49 Billion from Stock Funds in July.
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Aug. 27--Investors ran for cover amid the market's storm in July, pulling a record $49 billion out of stock mutual funds during the highly volatile month, according to fund tracker Lipper Inc. ...
Boston-Based Investment Manager to Cut 11 of Its 66 Mutual Funds.
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Mar. 19--Putnam Investments made official yesterday its plan to eliminate 11 of its 66 mutual funds, a move aimed at cutting small portfolios and refocusing the Boston firm's energy on improving performance in...
It's open season on closed-end bond funds, but.
Experts leery despite IPO rise, good returns A bull market exists in a most unlikely place -- closed-end funds, especially bond funds. According to Lipper Inc. in New York, 27 funds have been launched so far...
Some investors can't catch a break point.
As fund assets shrink, management fee rises Some investors already reeling from the broad stock market slide are about to discover more bad news in this year's crop of mutual fund annual reports: higher management fees and expense ratios. ...
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Decision Makers
| Name (plus bio) | Position |
|---|---|
| Eric Almquist | Chief Operating Officer |
| Ed Moisson | Director of Fiduciary Operations, Europe |
| Jeff Tjornehoj | Research Manager, US and Canada |
| Andrew Clark | |
| Aureliano Gentilini | |
| Darren Duffy | Global Head of Production |
| Detlef Glow | Head of Research, Central, North and Eastern Europe |
| Dhruva Chatterji | Senior Research Analyst, India |
| Donald L Cassidy | |
| Dunny P Moonesawmy | Head of Research, Western Europe and Middle East |
| Eric Wong | Head of Research, Hong Kong |
| Ferenc Sanderson | Senior Research Analyst, Hedge Funds |
| Gabriel Burstein | Head of Funds Research |
| Jonathan Kreider | Fiduciary Research Analyst |
| Juan Vicente | Head of Research, Spain and Portugal |
| Karen Chan | |
| Kevin Pollard | Methodology Research Analyst |
| Kip Price | Head of Global Fiduciary Review |
| Otto Christian Kober | Global Head of Methodology |
| Richard Ramyar | Head of Research, Uk and Ireland |
| Tom Roseen | Senior Analyst |
| Tomoichiro Nakamaru | Head of Research, Japan |
| Xav Feng | Head of Research, Taiwan and China |
Board of Directors
| Name (plus bio) | Position |
|---|---|
| Kenneth Lipper | Chairman |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Chief Operating Officer | Current |
| BISYS Retirement Services | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Director of Fiduciary Operations, Europe | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Research Manager, US and Canada | Current |
| Metropolitan State College | BA In Economics | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Current | |
| Citigroup Inc. | Former |
Before joining Lipper in March 2001, Aureliano worked as a senior economist at the Central Bank of Italy for more than nine years, conducting fundamental and statistical analyses of international financial flows and their impact on balance of payments statistics. He has served on numerous international ISO committees of experts on financial instruments and chaired the sub-group 3 of the European Monetary Institute "Portfolio Investment Flows Harmonisation. " Aureliano holds a MSC in finance from the City University Business School (London), a degree in economics from Universita La Sapienza in Rome and is a registered auditor.
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Global Head of Production | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Central, North and Eastern Europe | Current |
| University of Wales | MBA | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Senior Research Analyst, India | Current |
| Mumbai University | Bachelor's Degree In Commerce | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Current | |
| Wharton Graduate School of the University of Pennsylvania | BS in economics | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Western Europe and Middle East | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Hong Kong | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Senior Research Analyst, Hedge Funds | Current |
| Alternative Investments | Fellow | Current |
| Alternative Investment Group | Director of Research | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Funds Research | Current |
| Goldman, Sachs & Co. | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Fiduciary Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Spain and Portugal | Current |
| Banco Popular | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Current | |
| Keio University | BS in economics | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Methodology Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Global Fiduciary Review | Current |
| Iowa State University | B.S. Degree | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Global Head of Methodology | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Uk and Ireland | Current |
| GO4VENTURE | Research and Strategy Consultant | Former |
| Ifx Markets, Ltd. | Research and Strategy Consultant | Former |
| The Society of Technical Analysts Limited | Director | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Senior Analyst | Current |
| University of Denver | Master's In International Management | Former |
| University of Denver | master's in international management | Former |
| Metropolitan State College of Denver | BS in finance | Former |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Japan | Current |
| Organization | Position | Status |
|---|---|---|
| Lipper & Co | Head of Research, Taiwan and China | Current |
| Organization | Position | Status |
|---|---|---|
| Case New Holland, Inc. | Director of Cnh and Director | Current |
| Lipper & Co | Chairman | Current |
| The Council of Excellence | Board of Directors | Current |
| Lehman Brothers Holdings Inc. | general partner | Former |
| Lehman Brothers Holdings Inc. | associate | Former |
| Cushman & Wakefield Inc. | Senior Advisor | Former |
| Harvard Law School | J.D. | Former |
| The Faculty | Masters In Civil Law | Former |
| New York University | Masters In Civil Law | Former |
| Columbia University | B.A. | Former |
Executive News
-
FUNDVIEW-Latin America funds up for 2009, but concerns loom
-
ANALYSIS-Burned investors give index funds big boost
-
High-Yield Heyday Has Mostly Passed
-
FUND VIEW-In volatile markets, dividend-focused funds shine
-
ANALYSIS-Many top US funds still making up lost ground
-
Many top U.S. funds still making up lost ground
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