List of LSEG Refinitiv Lipper Customers
London Stock Exchange Group
10 Paternoster Square,
London, EC4M 7LS,
United Kingdom
London, EC4M 7LS,
United Kingdom
44 20 7797-1000
Banking and Financial Services
26251
$11.9B
Since 2010, our global team of researchers has been studying LSEG Refinitiv 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 Refinitiv Lipper for Portfolio and Investment Performance and Planning 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 Refinitiv Lipper for Portfolio and Investment Performance and Planning include: BlackRock, a United States based Banking and Financial Services organisation with 19900 employees and revenues of $19.37 billion, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 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 Refinitiv 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 Refinitiv 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 Refinitiv Lipper | Portfolio and Investment Performance and Planning | 2011 | n/a |
In 2011, BlackRock implemented LSEG Refinitiv Lipper to support Portfolio and Investment Performance and Planning for investment analytics and mutual fund performance reporting at its Investment Management operations. The deployment was centered on performance measurement and fund analytics use cases that directly supported mutual fund performance reporting and quantitative research at the Princeton, New Jersey office.
The implementation combined LSEG Refinitiv Lipper subscription data and analytics with existing in‑house tooling, using the full application to perform holdings level performance calculation, peer and benchmark analysis, and standardized reporting workflows. BlackRock staff leveraged and optimized MS Access applications, SQL databases, and VBA code to consolidate raw data files and feed structured performance datasets into LSEG Refinitiv Lipper driven reporting processes.
Integrations included market data ingestion from Lipper alongside upstream reference and pricing inputs from Morningstar and Bloomberg as part of the data reconciliation and modeling chain. Operational coverage focused on the Performance Reporting and Quantitative Research functions, where LSEG Refinitiv Lipper served as the authoritative source for mutual fund metrics and time series required for internal analytics.
Governance and process changes emphasized standardized data models and automated ETL and reporting routines, with operational ownership retained within investment analytics teams. The rollout concentrated on embedding LSEG Refinitiv Lipper into existing SQL and Access based workflows to centralize performance calculation and reporting within the Portfolio and Investment Performance and Planning function.
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Pictet | Banking and Financial Services | 5000 | $3.4B | Switzerland | London Stock Exchange Group | LSEG Refinitiv Lipper | Portfolio and Investment Performance and Planning | 2007 | n/a |
In 2007 Pictet implemented LSEG Refinitiv Lipper for Portfolio and Investment Performance and Planning as part of its investment performance tooling across Management Banque PICTET & Cie SA. The 2007 deployment was driven by internal business analysts and team leaders, and workstreams were documented through detailed specification and interfacing documents, accompanied by structured test cases used in parallel production runs during tool adoption and editor delivered functionality updates.
The implementation configured LSEG Refinitiv Lipper to support fund analytics and portfolio management workflows, explicitly feeding portfolio management system inputs such as allocation, selection, and rate model outputs. Functional capabilities implemented included collection and normalization of bond fund analytical data, reporting data extraction for a central database, and orchestration of Reporting Data Warehouse loads.
Integrations were established with the central database and Reporting Data Warehouse, using FTP flow protocols and Informatica tasks for staged ingestion, and operational coordination included Morningstar services for bond analytics collection and ongoing interfacing with the Avaloq application. The project involved global user group engagement with representation in Miami, Zurich, and London, and coordination with more than 60 fund managers to align data feeds into the portfolio management system.
Governance and rollout mechanisms included Financial Data Committee involvement, structured test cases for both migration and new functionality from the editor in London and Toronto, and iterative upgrades and compliance related projects managed by the same program team in subsequent years. The engagement also delivered client-facing reporting capabilities, with the team noted as successfully covering intermediate management result presentation needs for a Platinum client and supporting investment committee reporting.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | London Stock Exchange Group | LSEG Refinitiv Lipper | Portfolio and Investment Performance and Planning | 2014 | n/a |
In 2014 Schroders implemented LSEG Refinitiv Lipper to centralize portfolio performance workflows within its Portfolio and Investment Performance and Planning estate. The deployment targeted performance reporting and risk analytics for private clients, charities and multi-asset fund managers across Schroders Global Wealth Management, aligning the LSEG Refinitiv Lipper implementation with established GIPS reporting templates.
Configuration work emphasized ex-post risk measures and multi-asset attribution capabilities, with bespoke performance and risk templates built to meet GIPS requirements. LSEG Refinitiv Lipper was used to generate ad-hoc custom performance solutions alongside regular reporting, and to produce monthly figures for internal and external risk monitors and for reporting PUT performance figures to multiple managers and auditors.
The implementation integrated explicitly with market data systems already in use, leveraging DataStream and Eikon for custom peer universes, benchmarking and bespoke style reports. Attribution and risk scenario creation continued in Bloomberg and Reuters for model portfolios, and performance outputs were provisioned to ARC and Enhance for peer group analysis, preserving end-to-end data flows between front office analytics and third party peer services.
Governance and process changes accompanied the technical rollout, including front office training and support workshops, standardized GIPS-aligned templates, and ongoing operational support to improve data availability and reporting efficiency. Schroders also maintained responsibility for historical performance data feeds and for coordinating system-side developments that supported global wealth management performance operations.
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Buyer Intent: Companies Evaluating LSEG Refinitiv Lipper
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FAQ - APPS RUN THE WORLD LSEG Refinitiv Lipper Coverage
LSEG Refinitiv Lipper is a Portfolio and Investment Performance and Planning solution from London Stock Exchange Group.
Companies worldwide use LSEG Refinitiv Lipper, from small firms to large enterprises across 21+ industries.
Organizations such as BlackRock, Pictet and Schroders are recorded users of
LSEG Refinitiv Lipper for Portfolio and Investment Performance and Planning.
Companies using LSEG Refinitiv Lipper are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using LSEG Refinitiv Lipper are most concentrated in United States, Switzerland and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of LSEG Refinitiv Lipper across Americas, EMEA, and APAC.
Companies using LSEG Refinitiv Lipper range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 33.33%.
Customers of LSEG Refinitiv Lipper include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified LSEG Refinitiv Lipper customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.