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Lipper Fund Research data

Refinitiv Lipper fund data

Refinitiv Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses.

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Why choose Refinitiv Lipper?

When you need to make meaningful like-for-like comparisons across funds that share characteristics, Lipper is the answer. It provides impartial fund performance data in a precise, granular fund classification system.

With over 400 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance.

Quickly pinpoint the funds content you need by tailoring the data by universe, language, fund detail, or frequency of updates. Lipper includes mutual funds, closed-end funds, ETFs, hedge funds, retirement and pension funds, and insurance products.

With a 40-year track record of independent content, Lipper is the go-to resource for fund research and is available via our desktop products including Eikon, or via a datafeed.

  • 400+
    global Lipper fund classifications (165 US-only)
  • 40+
    years' track record
  • 335,000
    collective investments

What you get with Lipper

Independent fund data

Inform your strategies with a wealth of independent data trusted by the world’s financial professionals for over 40 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 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.

Lipper Fund Awards

Recognizing funds and fund management firms that have excelled in consistently strong, risk-adjusted performance.

What's new in Lipper?

Fund ESG scores

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

A pivotal data metrics partner for the transition to sustainable investing, we have combined the leading global fund and ESG company database to deliver fund ESG Scores.

Refinitiv Lipper API

Refinitiv’s best-in-class Lipper content is now offered over an API delivery platform, designed to enable customers to creatively integrate and quickly deliver more fund content over this channel.

Providing this invaluable flexibility and open platform approach to investors’ workflows gives access to data and content in a way that meets your evolving business needs.

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Data Catalog

Benefit from Lipper funds data

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.

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