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Lipper fund research data

Refinitiv Lipper fund performance data

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View the underlying securities of a fund, including sector and country allocation

You need unbiased fund performance data and effective tools for detailed fund research. Lipper is the solution. Rigorously independent, it is trusted by investment professionals worldwide.

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 500 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.

  • 500+
    Lipper funds classifications
  • 40+
    years' track record
  • 335,000
    collective investments

Features & benefits

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.

Product in action

See Lipper in action

Lipper leaders screenshot

Instantly measure a fund’s success

Use the Lipper Leaders Rating System to measure a fund’s success in meeting goals such as preserving capital or building wealth. Apply these ratings to build portfolios that match your investors’ individual goals.

Identify trends

Pinpoint sector and geographical trends, and track market sentiment with indices, US and global fund flows, and a comprehensive hedge fund database.

Video overview of Lipper Global fund flows

Explore global fund flows and generate reports in Eikon

Screenshot highlighting Lipper insights

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Gain deeper insights from a global perspective

Draw on unbiased commentary and insight to refine your investment strategies and generate ideas on market behavior, investments, and funds around the world.