InvestmentView Gets Lipper Data

Calling the move an “aggressive” step into “the competitive landscape,” John Fennelly, the firm’s global head of Wealth Management, said the expanded data will come at no additional charge to InvestmentView subscribers. “But it will bring the best of what Lipper has to offer–which is the type of data used by institutional investors–combined with the online investment tools that encourage aggressive growth. Post-merger resources, he added, have enabled the firm to take a more aggressive strategy in the advisor community. The Lipper classification data covers open end, closed end and exchange traded funds.