Products September 25, 2006

Lipper Teams with McHenry Group to Offer IPS Tool

September 25, 2006 (PLANSPONSOR.com) - Mutual fund research firm, Lipper, Inc. has announced it is partnering with The McHenry Group to offer a tool to help financial institutions and advisers create Investment Policy Statements (IPS) for their retirement plan clients.
Reported by

According to the announcement, the Lipper Retirement Solutions Platform will help financial institutions and advisers analyze, compare, monitor and report on their clients’ retirement plan investments based on customized IPS standards.

Additionally, Lipper will provide data, content, and research for The McHenry Group’s PlanTools Risk Management System to aid investment advisers and institutions in selecting mutual funds based on the client’s risk parameters and preferences.  

For more information on the product, contact Marcela Curry at 646-223-4504 or marcela.curry@lipper.reuters.com .

«