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- Funds (Lipper)
An overview of Funds (Lipper)
Lipper has been a leading provider of independent fund content, analytics, and insight to the global investment community for over 45 years, used to benchmark fund performance, manage risk, conduct fund due diligence and selection, define product strategy, and help investors find suitable investments.
- Fund classification system: Compare similar funds and benchmark performance more easily with Lipper's 500+ proprietary classifications.
- Comprehensive global fund coverage: Global database with over 375,000 active share classes across 80+ markets.
- Manage risk: Improve risk management and mitigation with 70+ relative and absolute measures of risk and return, regulatory risk data and holdings look-through solutions.
- Lipper Leaders: Fund rating system that evaluates individual fund performance versus specific investment goals.
- Identify top performers and market trends: Single out top performing funds and identify product and market trends using a range of performance and analytical data.
Key Facts
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Geographical coverageGlobal
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HistoryFrom 1924 for United StatesRest of the World varies
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Data formatCSVDelimitedGZIPHTMLJSONPDFPythonSQLTextUser InterfaceXMLZip Archive
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Delivery mechanismAPIDesktopDigital FilesExcelFTPSFTPWeb ServiceWebsite
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Data frequencyContinuousDaily
Features & Benefits
What you get with Funds (Lipper)
- Industry Operating Metrics - We are a leading provider of the fund metrics used by the industry to measure their own performance and those of peers. Essential content for the investment performance analyst with a specific industry focus.
- Lipper applies proprietary methodologies to create relevant, market-driven Lipper Classifications and indices that allow you to generate meaningful peer groups to select, compare and benchmark investment funds.
- Lipper’s fund rating system, Lipper Leaders, help guide investors and their advisors in selecting funds that suit individual investment styles and goals. They provide an instant measure of a fund’s success against a specific set of key metrics (Total Return, Consistent Return, Preservation, Expense and US Tax Efficiency), and can be used alone or in combination to build individualized portfolios that suit an investor’s particular goals.
- Lipper Global Fund Flows provide industry leading sales and redemptions content and analysis, providing insight into current and historical market sentiment.
- Lipper data and analytics are complemented by Lipper’s proprietary Fund Market Research written by our industry experts.
How it works
Accessing the dataset
This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.
Eikon
Refinitiv Eikon delivers a powerful combination of information, analytics and exclusive news on financial markets – delivered in an elegant and intuitive desktop and mobile interface.
- Data Formats:
- CSV
- XML
- JSON
- User Interface
- Python
- Delivery Mechanisms:
- API
- Desktop
- Excel
- Service Frequencies:
- Real time
- Real time delayed
- Daily
Refinitiv Lipper for Investment Management
Simplifies deployment and enables you to access Lipper information anytime, anywhere. Also features the content, analytics and reporting capabilities needed to monitor fund performance and conduct meaningful comparative analysis.
- Data Formats:
- CSV
- Text
- Delivery Mechanisms:
- Desktop
- Service Frequencies:
- Daily
Refinitiv Lipper Data Feeds
Lipper Data Feeds provides the most comprehensive global coverage, offering insight on mutual funds, retirement funds, pension funds, and fund fees and expenses. It is designed to enable businesses to efficiently integrate and deliver fund content via multiple channels to more customers wherever and whenever it is needed.
- Data Formats:
- XML
- Delivery Mechanisms:
- FTP
- Service Frequencies:
- Daily
Refinitiv DataScope Select
Refinitiv DataScope Select is a unique platform that offers intuitive, cross-asset and timely access to all of Refinitiv reference and pricing data. Data is delivered by Refinitiv DataScope Select across the following platforms: HTTP/HTTPS, SFTP and API.
- Data Formats:
- CSV
- XML
- Zip Archive
- GZIP
- Delimited
- Delivery Mechanisms:
- FTP
- API
- SFTP
- Service Frequencies:
- Real time prices
- Daily
Refinitiv On Demand
Refinitiv On Demand is a delivery channel for Refinitiv content and capabilities enabling clients to customize the information they want to receive on a bespoke basis. Refinitiv On Demand provides a consultative approach to provide efficient, timely custom solutions to help clients make informed decisions. The final reports and analysis are delivered to clients via email.
Note: Refinitiv On Demand is not available as part of a Refinitiv Access deal. Please consult your account manager.
- Data Formats:
- CSV
- Text
- Delivery Mechanisms:
- Digital Files
- Service Frequencies:
- On-demand
Refinitiv Datastream
Welcome to Datastream, our historical financial database with over 40 million individual instruments or indicators across all major asset classes, including 15 million economic indicators. It features 100+ years of data, across 175 countries – the information and tools you need to interpret market trends, economic cycles, and the impact of world events.
Datastream is available via Eikon DFO, Eikon R&A, Workspace for Students, Workspace for Academics, Workspace for Wealth.
Datafeed access is via Datastream Data Loader & Datastream Web Service (which includes Matlab, EViews, Python, R & codebook integration)
Client desktop tools include
DFO (Datastream for Office)
Datastream Charting, including Chartbook
Navigator - Search & Navigation tool
- Data Formats:
- CSV
- HTML
- Delivery Mechanisms:
- Website
- API
- Desktop
- Service Frequencies:
- Daily
Refinitiv Lipper U.S. Fund Flows
Refinitiv Lipper US Fund Flows has been the premier source of information relating to weekly investor demand in the securities market for 18 years. Our database currently covers over 20,000 mutual fund shares classes from 600+ management complexes.
Note: Refinitiv Lipper US Fund Flows service is not available as part of a Refinitiv Access deal. Please consult your account manager.
- Data Formats:
- CSV
- HTML
- Delivery Mechanisms:
- Website
- Service Frequencies:
- Daily
Knowledge Direct
Knowledge Direct API uses industry standard protocols (SOAP and XML) to deliver Refinitiv content for inclusion within internal or external client applications. Using XML request/response, clients can access a comprehensive offering of company and economic Data (fundamentals, estimates, significant developments, etc.), market data, news and quotes and the associated capabilities, including charts, search and timeseries.
- Data Formats:
- CSV
- XML
- Text
- Delivery Mechanisms:
- FTP
- API
- Service Frequencies:
- Real time
- Real time delayed
- Daily
Thomson ONE Wealth
Desktop workflow tool for North American Financial Advisors
- Data Formats:
- CSV
- HTML
- Delivery Mechanisms:
- Desktop
- Service Frequencies:
- Real time
- Real time delayed
- Real time conflated
Refinitiv Data Platform
The Refinitiv Data Platform delivers a single, consistent data experience to access, distribute and build with Refinitiv and third party data. With cloud-enabled platform capabilities and flexible distribution options, the Refinitiv Data Platform enables faster deployment of applications, greater scale with workflow-critical analytics and a reimagined approach to technology innovation, data distribution and management
- Data Formats:
- JSON
- Delivery Mechanisms:
- API
- Service Frequencies:
- Real time
- Real time delayed
- Real time conflated
LSEG Workspace
Workspace delivers a powerful combination of information, analytics and exclusive news on financial markets – delivered in an elegant and intuitive desktop and mobile interface.
- Data Formats:
- CSV
- XML
- JSON
- User Interface
- Python
- Delivery Mechanisms:
- API
- Desktop
- Excel
- Service Frequencies:
- Real time
- Daily
Refinitiv Lipper Funds API
The Refinitiv Lipper Funds API is a web service capability which reaches beyond our desktop applications and enables firms to create their own custom solutions incorporating best of breed Fund content. It facilitates the surfacing of data aligned to the goals and interest of investors and helps drive our customers business by uncovering trends with access to historical data points as well as using the latest information to make the best possible decisions. This is a new API product available via the API gateway on the Refinitiv Data Platform (RDP).
- Data Formats:
- SQL
- User Interface
- Delivery Mechanisms:
- API
- Web Service
- Service Frequencies:
- Real time
- Real time delayed
- Intraday snapshot
- Daily
DETAILED DATA SUPPORT
Request details
Call your local sales team
Americas
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: +622150960350
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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