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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lipper inc. and stock - All News and Analysis
Whew! Mutual funds finally are back in favor; March inflows the highest in history.(Mutual Fund Report)
Byline: Frederick P. Gabriel Jr. BOSTON - The $9.2 trillion mutual fund industry is back in favor among investors after being chastened by the bursting of the technology bubble at the start of the decade and an industrywide scandal that erupt...
Portfolio construction said to have room for improvement; Managers advised to consider using quantitative models.(News)
Byline: David Hoffman NEW YORK - Many mutual fund managers are good stock and bond pickers, but most can do better when it comes to determining how much of a security they should buy, according to a recent study from Lipper Inc....
Bursting its britches? American's growth may hurt performance.(News)
Byline: David Hoffman NEW YORK - Market experts are debating whether American Funds is getting too big for its own good. For the third year in a row, the fund group, offered by Capital Research and...
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 ...
The Boston Globe Boston Capital Column.
By Steven Syre, The Boston Globe Knight Ridder/Tribune Business News Oct. 7--The mutual fund arm of John Hancock Financial Services Inc., a struggling investment shop with poor performance, is shaking up its corps of money managers. Will Braman, the chief investment officer...
Gold starting to lose its luster.(News)
Byline: Frederick P. Gabriel Jr. So much for going for the gold. After two straight years at the top of the mutual fund heap, gold-oriented funds have finally lost their luster. ...
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 ...
The light at the end of tunnel? Record outflows may mean market bottom.
When it comes to riding the stock market to the bottom, there is but one nagging question: Are we there yet? Judging by how mutual fund investors behaved in July, a case can be made that we have reached a trough. ...
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. ...
Style or skill? Look hard at performance. (Insights & Analysis).
Anytime now, we will begin to see press releases from mutual funds and money managers boasting how they beat the market last year. For example, according to Lipper Inc., 99% of small-cap-value mutual funds and 86% of large-cap-value funds beat ...
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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
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FUNDVIEW-Latin America funds up for 2009, but concerns loom
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ANALYSIS-Burned investors give index funds big boost
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High-Yield Heyday Has Mostly Passed
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FUND VIEW-In volatile markets, dividend-focused funds shine
-
ANALYSIS-Many top US funds still making up lost ground
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Many top U.S. funds still making up lost ground
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