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
Filter by
lipper inc. - All News and Analysis
At the bell.
Lipper to launch online retirement tool Lipper Inc. today is announcing the launch of Lipper Retirement Insight, a web-based tool for financial advisers that includes programs for investment management. The New York-based fund research c ...
Awards may bring fame, fortune to fund companies; But some advisers are unimpressed by industry prizes.(News)
Byline: Kathie O'Donnell BOSTON - Summit Mutual Funds' Gary Rodmaker, in tuxedo and bow tie, was quite a sight rounding Manhattan's Columbus Circle in a bicycle taxi on his way to accept a trophy at last month's Lipper Fund Awards 2007....
Lipper may upgrade classification; Initiative would complement Lipper Leaders.(News)
Byline: David Hoffman PHILADELPHIA - Mutual fund tracker Lipper Inc. is evaluating plans to overhaul its fund classification system, a move that could pose formidable competition to rival Morningstar Inc. The new classification system wo ...
Lipper, McHenry teaming up on retirement tool; Analysis to be geared to plan sponsors as well as advisers.(News)
Byline: Lisa Shidler Lipper Inc. today is announcing that it is partnering with The McHenry Group LLC to launch the Lipper Retirement Solutions Platform. The New York-based fund research firm said the online tool will aid ...
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...
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...
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...
Tax benefits of ETFs overrated.(Short Interests)
Byline: David Hoffman NEW YORK - The supposed tax efficiency behind exchange traded funds has been one of their biggest selling points, but over the past five years, ETFs have been no more tax efficient than the average mutual fund, according...
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...
Lipper Inc. and ENDEXX Corporation Sign Exclusive Marketing Partnership to Provide Online Board Books to Lipper's Global Fiduciary Clients
ENDEXX Corporation (OTC: EDXC), provider of VisualBoardBooks' ePortalXRM Technology, today announced a marketing partnership with Lipper Inc., the leading fund analysis and research firm. Under the agreement, Lipper will introduce its clients to VisualBoardBooks' XRM Technology Platform. VisualBoardBooks/Lipper Interface technology will provide online board books, such as advisor contract renewal...
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
Industry Transcripts by Seeking Alpha
-
51jobs Q3 2009 Earnings Call Transcript
on Nov 23, 2009about JOBS
-
NetEase Q3 2009 Earnings Call Transcript
on Nov 18, 2009about NTES
-
Franklin Covey Co. F4Q09 (Qtr End 08/31/09) Earnings Call Transcript
on Nov 16, 2009about FC
-
Cellcom Israel Ltd. Q3 2009 Earnings Call Transcript
on Nov 16, 2009about CEL
-
URS Corporation Q3 2009 Earnings Call Transcript
on Nov 13, 2009about URS

