List of LSEG Lipper Customers
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Since 2010, our global team of researchers has been studying LSEG Lipper customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased LSEG Lipper for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using LSEG Lipper for Portfolio and Investment Management include: BlackRock, a United States based Banking and Financial Services organisation with 19900 employees and revenues of $19.37 billion, Fidelity, a United States based Banking and Financial Services organisation with 78000 employees and revenues of $18.20 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion and many others.
Contact us if you need a completed and verified list of companies using LSEG Lipper, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The LSEG Lipper customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BlackRock | Banking and Financial Services | 19900 | $19.4B | United States | London Stock Exchange Group | LSEG Lipper | Portfolio and Investment Management | 2024 | n/a |
In 2024, BlackRock expanded its commercial use of LSEG Lipper within its Portfolio and Investment Management environment to support fund performance analytics and award reporting across Asia. Public listings of LSEG Lipper and Lipper award wins on BlackRock regional awards pages indicate active consumption of LSEG Lipper performance data and ratings for regional fund recognition.
Module usage for LSEG Lipper is inferred to include fund performance data ingestion, time series analytics, fund ratings, and award scoring workflows, aligned with Portfolio and Investment Management functional terminology. BlackRock appears to use LSEG Lipper data to validate award eligibility, compile ranked performance tables, and generate scorecards that feed regional marketing and product pages, with configurations inferred to include automated feeds for periodic performance refresh and normalized views for multi share class funds.
Operational coverage centers on Asia region award programs, with cross functional use by investment research, product management, and regional distribution teams for public award communications. Integrations are oriented toward feeding LSEG Lipper outputs into regional web publishing workflows and internal performance reporting systems, enabling consistent ranking and badge display, and supporting governance controls around attribution and publication.
The narrative positions BlackRock LSEG Lipper Portfolio and Investment Management usage as focused on fund performance data, analytics, and ratings to support award submission and public recognition in Asia. LSEG Lipper functions serve as a data and analytics layer for investment product positioning and regional marketing operations.
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Fidelity | Banking and Financial Services | 78000 | $18.2B | United States | London Stock Exchange Group | LSEG Lipper | Portfolio and Investment Management | 2021 | n/a |
In 2021, Fidelity engaged LSEG Lipper within its Portfolio and Investment Management tooling to support fund performance evaluation and public recognition. Fidelity publicly announced that multiple Fidelity mutual funds won Refinitiv Lipper Fund Awards, signaling a public-facing relationship with LSEG Lipper for fund performance benchmarking and awards adjudication.
The implementation emphasis is on LSEG Lipper fund analytics and ratings capabilities, specifically fund-level performance measurement, peer group benchmarking, multi-period performance metrics, and standardized fund classification that inform portfolio analysis and investor reporting. LSEG Lipper is described as the source of third-party ratings and analytics used by Fidelity teams to evaluate mutual fund performance.
Operational coverage is focused on Fidelity mutual funds and the investment management and fund research teams that produce performance reports and award submissions. The engagement functions as an external validation layer in public award submissions and in the governance of fund performance disclosures and reporting workflows.
The explicit outcome recorded in 2021 was multiple Fidelity mutual funds winning Refinitiv Lipper Fund Awards, which publicly links Fidelity's fund performance evaluation and investor-facing recognition to LSEG Lipper analytics and ratings.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | London Stock Exchange Group | LSEG Lipper | Portfolio and Investment Management | 2019 | n/a |
In 2019 Schroders engaged LSEG Lipper under the Portfolio and Investment Management category to support fund performance evaluation and awards services. LSEG Lipper coverage records Schroders as a group award winner in the 2019 Hong Kong Lipper Fund Awards, indicating use of Lipper analytics and publications across EMEA and APAC recognition channels.
The implementation signal centers on LSEG Lipper fund analytics, ratings and awards services, with emphasis on published Lipper ratings, fund performance benchmarking and awards adjudication as core analytical modules. These capabilities correspond to Portfolio and Investment Management workflows such as performance attribution, peer benchmarking, and publicly published fund profiles that inform external reporting.
Operationally the LSEG Lipper engagement is reflected in regional fund management and client reporting functions across EMEA and APAC, where Lipper outputs support award submissions and external publications. Governance implications include the integration of published Lipper ratings into performance disclosure and marketing approval processes to maintain alignment between internal communications and external Lipper publications.
The explicit outcome documented in LSEG Lipper coverage is Schroders being listed as a group award winner in the 2019 Hong Kong awards, demonstrating reliance on LSEG Lipper analytics for external recognition and fund-level benchmarking. LSEG Lipper is referenced by name in the coverage, reinforcing the relationship Schroders LSEG Lipper Portfolio and Investment Management for fund performance evaluation.
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