1. Home
  2. Asset management
  3. Refinitiv Lipper

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.

Request details

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 400 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.

  • 400+
    global Lipper fund classifications
  • 50+
    years' track record
  • 335,000
    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 400+ Lipper classifications.

Comprehensive global fund coverage

Research 335,000 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.

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.

Data Catalog graphic
center

Insights

Lipper Alpha Insight

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

center

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.

Request details

Help & Support

Already a customer?

Office locations

Contact Refinitiv near you