Lipper fund research data
Lipper fund performance data
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 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+Lipper funds classifications
40+years' track record
Features & benefits
What you get with Lipper
Inform your strategies with a wealth of independent data trusted by the world’s financial professionals for over 40 years.
Compare similar funds and benchmark performance more easily with a precise, granular system that features 400+ Lipper classifications.
Research 280,000 collective investments in 63 countries and tailor by universe, language, fund detail, update frequency, file format, and distribution.
Improve risk management and mitigation with 70+ relative and absolute measures of risk and return.
Single out top-performing funds and fund managers using a range of performance and analytical data.
Recognizing funds and fund management firms that have excelled in consistently strong, risk-adjusted performance.
Product in action
See Lipper in action
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.
Pinpoint sector and geographical trends, and track market sentiment with indices, US and global fund flows, and a comprehensive hedge fund database.
Explore global fund flows and generate reports in Eikon
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.
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