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Lipper to Spend $6M-Plus To Bolster its Bond Data


Lipper has acquired Capital Access International, an international firm that provides institutional investor profile information and bond ownership analysis. The addition of fixed income analytics complements the company's existing equity expertise, said CEO Michael Peace.

"Lipper can now benchmark and categorize mutual funds globally on peer asset allocation across both asset classes," Peace said. Capital Access' fixed income data will be added to the Lipper mutual fund universe.

The market downturn has piqued investor interest in a deeper understanding of investment returns, which the company said it will now be able to provide with the additional fixed income data.

"Before recent market corrections, fund investors were content to look no further than performance figures. Today, many more are quite rightly asking where that performance came from and [are] taking a look at where their mutual fund or 401(k) is really invested. Timely, accurate equity and fixed-income holdings provide that insight," Peace said.

Capital Access provides global fixed income analysis and consulting services for broker/dealers, underwriters, rating agencies, bond insurers and others.