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Lipper fund performance

Refinitiv Lipper

With a track record of over 50 years of independent content, Lipper is the go-to resource for fund performance research, providing premium data, fund ratings, analytical tools, and global commentary through specialized product offerings.

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Independent fund performance

When you need to make meaningful like-for-like comparisons across funds that share characteristics, Refinitiv Lipper is the answer.

Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds, and insurance products.

With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance.

Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio.

Refinitiv recognizes the increasingly critical importance of transparent, accurate and comparable Environmental, Social and Governance (ESG) data and analytics for the fund management industry. #Refinitiv Lipper now has fund #ESG scores.

  • 500+
    global Lipper fund classifications
  • 50+
    years' track record
  • 360,000+
    collective investments

Features & benefits

What you get with Refinitiv Lipper

Independent funds

Inform your strategies with a wealth of independent data trusted by the world’s financial professionals for 50+ years.

Fund classification system

Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications.

Comprehensive global fund coverage

Research 360,000 collective investments in 80+ countries and tailor by universe, language, fund detail, update frequency, file format, and distribution.

Manage risk

Improve risk management and mitigation with 70+ relative and absolute measures of risk and return.

Identify top performers

Single out top-performing funds and fund managers using a range of performance and analytical data.

Sustainable Investing

Sustainability in the fund industry

As demand for sustainability grows, we recognize the importance of transparent, accurate, and comparable Environmental, Social and Governance (ESG) data and analytics for the asset management industry.

Regulation can be a powerful force in driving sustainable outcomes, and Sustainable Finance Disclosure Regulation (SFDR) along with EU Taxonomy is intended to offer investors clear comparisons around sustainable investments and encourage sustainable investing.

Enhanced disclosure obligations required by SFDR will help support the transition to a sustainable economy while also increasing transparency. 

Construct your portfolio using our Responsible Investing Attributes which classifies funds that include sustainable investing, socially responsible investing (SRI) and impact investing in the screening process. 

Explore the investment funds with strong ESG practises and integrate ESG factors into portfolio analysis, equity research, screening, or quantitative analysis.

Unlock value by building sustainability into your investment strategy and integrating ESG criteria into your investment decisions. 

Fact Sheet

The European ESG Template (EET)

Identify European ESG data on funds that meet sustainability preferences in line with SFDR, EU Taxonomy, MiFID and IDD regulation.

Our solutions

Trusted. Unbiased. Leading.

With its solid history, Refinitiv Lipper is a recognised resource for fund performance research.

Our data

Lipper fund data

Add our data to your workflow - our data, your way.

Lipper has been a leading provider of independent fund content, analytics, and insight to the global investment community for over 50 years, used to benchmark fund performance, manage risk, conduct fund due diligence and selection, define product strategy, and help investors find suitable investments.

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Lipper Alpha Insight

Tap into our investment insights to identify trends in the global financial markets.

Fund Awards

Refinitiv Lipper Fund Awards

The global industry benchmark for over 30 years, the Refinitiv Lipper Fund Awards reflect a truly independent and uncompromised assessment of performance in over 17 countries worldwide. Our legacy is underpinned by Refinitiv Lipper's acclaimed fund data and proprietary quantitative methodology.