Refinitiv Lipper for Investment Management

Training

On-demand and instructor-led courses to help you fully leverage
the power of Refinitiv’s solutions

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ANNOUNCEMENT

Refinitiv is now part of LSEG (London Stock Exchange Group), a leading global financial markets infrastructure and data provider.

REFINITIV LIPPER FOR INVESTMENT MANAGEMENT

Introduction to the Home Screen in Lipper IM View description
Learn about the features of the Lipper IM homepage .
Overview of the Column Manager in Lipper IM View description
Watch this video for an overview of the Column Manager. .
Working with the Column Manager (Intermediate): Part1 View description
Part 1 of the series on how you use the column manager to add content into your Lipper IM tables .
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Working with the Column Manager (Intermediate): Part 2 View description
Part 2 of the series on how you use the column manager to add content into your Lipper IM tables .
Introduction to Charts in Lipper IM View description
Basic introduction to creating charts in Lipper IM .
Introduction to Performance Charts in Lipper IM View description
Learn how to create performance charts .
The Scheduler Overview View description
Overview of the scheduling facility for workbooks and reports .
Sorting & Grouping in Lipper IM View description
Learn how to group and sort within your Lipper IM tables .
Summary Statistics View description
Learn how to add summary statistics to your Lipper IM tables .
How to Schedule Workbooks View description
Learn how to Schedule updates for workbooks .
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Introduction to Time Series View description
Introduction on how you use the Time Series Templates in Lipper IM .
Introduction to Scheduler View description
Basic information and overview about the Lipper IM Scheduler .
Lipper IM 2.9 Overview View description
Complete overview of the new features that were added to Lipper IM 2.9 .
YTD Time Periods View description
Learn about the YTD time period option .
Users Columns Part 1 View description
Part 1 of the series on how to use user defined columns for custom formulae .
Users Columns Part 2 View description
Part 2 of the series on how to use user defined columns for custom formulae .

Utilize the Advanced Charting Capability to Create Powerful Reports and Presentations View description
Learn how to produce enhanced informative and visually charts using multiple series and capabilities available in Refinitiv Lipper Investment Management to help you effectively illustrate risk and performance analysis and improve your fund reporting and presentation. .
Creating Fund Scorecards Using Advanced Analytics in Refinitiv Lipper Investment Management View description
Learn how to use custom analytics with multi-factor criteria for your fund selections in Refinitiv Lipper Investment Management. .
Transforming your Performance and Risk Analysis into Simple Charts using Refinitiv Lipper Investment Management View description
Explore your performance and risk management analysis using our unique built-in templates and produce informative and visual graphics that enhance your reports and presentations. .