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Fund Data

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 40 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 335,000 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 

  • Data format
    CSV
    HTML
    PDF
    Text
    XML
  • Delivery mechanism
    API
    Desktop
    Digital Files
    FTP
    Website
  • Publishing frequency
    Annually
    Daily
    End of Day
    Event-Based
    Monthly
    On Demand
    Quarterly
    Real-Time
    Varies
    Weekly

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
HTML
Delivery Mechanisms:
Desktop
Publishing Frequencies:
Daily
Real-Time

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
PDF
Text
Delivery Mechanisms:
Desktop
Publishing Frequencies:
On Demand

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
Publishing Frequencies:
Daily
Monthly
Quarterly
Weekly

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, FTP/SFTP and API.
Data Formats:
CSV
XML
Text
Delivery Mechanisms:
FTP
API
Desktop
Publishing Frequencies:
On Demand

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.
Data Formats:
CSV
PDF
Text
Delivery Mechanisms:
Digital Files
Publishing Frequencies:
On Demand

Datastream

One single solution where top down macro research meets bottom up analysis for greater insights and profits. Datastream Provides robust analytics tools, intuitive charting application as well as seamless MS®Office integration.
Data Formats:
CSV
PDF
HTML
Delivery Mechanisms:
Website
API
Desktop
Publishing Frequencies:
Event-Based
Varies

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.
Data Formats:
CSV
HTML
Delivery Mechanisms:
Website
Publishing Frequencies:
Monthly
Quarterly
Weekly
Annually

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
Publishing Frequencies:
On Demand

Thomson One Wealth Select

Desktop workflow tool for North American Financial Advisors
Data Formats:
CSV
PDF
HTML
Delivery Mechanisms:
Desktop
Publishing Frequencies:
Real-Time
On Demand
End of Day

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Contact sales by phone 

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: +44 20 7542 9676
Africa: +27 11 775 3188
Russia and CIS: +7 495 961 0100
Middle East & North Africa: +971 4 453 6768

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: 001 803 065 067
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