Lipper is a leading global provider of mutual fund data, analytical tools, and commentary. It serves as an indispensable data source for asset managers, financial advisors, and individual investors worldwide. With in-depth coverage on over 345,000 collective investments across dozens of countries, Lipper delivers comprehensive fund profiles, performance analytics, risk metrics, peer group rankings, and fund flows data. Its unparalleled breadth and depth of coverage makes Lipper a trusted partner for investment professionals seeking to benchmark performance, identify peer groups, analyze fund flows, and gain market intelligence.
Lipper’s global fund data fuels investment decision-making
As a core part of Refinitiv, Lipper inherits a rich heritage of over 50 years of expertise in mutual fund data. Its fund databases contain vital information on the portfolio characteristics, performance, and costs of mutual funds and ETFs around the world. By leveraging Lipper’s standardized data, investment managers can quickly screen funds based on characteristics like size, style, sector exposure, fees, risk metrics, and much more. These insights help guide portfolio construction, peer group analysis, and fund selection.
Lipper fund ratings and rankings facilitate performance benchmarking
Aside from comprehensive fund data, Lipper also provides industry-leading fund ratings, rankings, and analytical tools. Its Lipper Leader ratings measure funds against their peers based on risk-adjusted returns over 36 months. Meanwhile, its percentile rankings score funds relative to category peers. By comparing ratings and rankings, asset managers can identify top-performing funds versus laggards across investment categories and peer groups. This aids in benchmarking portfolio and fund performance over custom time horizons.
Lipper delivers global market intelligence on fund flows
Understanding fund flow trends offers critical market intelligence for investment managers. Lipper provides insightful fund flow analysis that reveals investor sentiment and risk appetites across geographic regions and asset classes. Analyzing lipper fund flows sheds light on areas of market growth and decline, spotlighting potential opportunities. With US$2.6 trillion in estimated net flows globally, Lipper stands as the gold standard for tracking fund flow patterns across the industry.
Lipper research offers strategic perspectives on investment landscape
In addition to quantitative data and analytics, Lipper also publishes market-leading proprietary research on global fund industry trends. Its team of seasoned analysts provide monthly commentary, thought leadership reports, and weekly fund flow insights that decode the movements of the market. These qualitative perspectives complement Lipper’s robust datasets to provide clients a 360-degree view of the asset management space. From spotlighting emerging fund categories to identifying paradigm shifts, Lipper empowers smarter strategic decisions.
As a dominant provider of mutual fund data, analytics, and market intelligence, Lipper for Investment Management fuels better investment decision-making for asset managers worldwide. Its expansive coverage, fund ratings, flow analysis, and proprietary research offers indispensable insights for benchmarking, peer analysis, opportunity identification, and strategic planning.