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Braving the storms - US

Insights from 2021 Refinitiv Lipper Fund Award winners for the United States.

This report provides us with first-hand insights into managing a market downturn, as well as the many other events that stemmed from this remarkable year. In four parts it articulates the strategies leveraged to find bright spots in the market. We highlight some of the investment names that helped realise these, and look at the role and progress of sustainable investing. Plus, we take a look at what the market can expect for the rest of the year and 2022.

The Lipper Fund Awards highlight investment excellence under an extraordinarily competitive and demanding lens. Winning managers and fund shops in the US fund industry often manage high profile funds in asset classes ranging from the most highly efficient to the most esoteric of markets. Yet in all instances they are managed by a group of capable and accomplished peers.

  • 329
    Award categories
  • 14,930
    Unique portfolios considered

Each year, winners excel in providing consistently strong, risk-adjusted performance relative to their peers. Individual classifications of three, five and 10-year periods — as well as fund families with high average scores for the three-year period — are recognised. The merit of the winners is based entirely on objective, quantitative criteria. Proprietary methodology is the foundation of the award qualification. This, coupled with the unmatched depth of fund data, results in a unique level of prestige, and ensures the award has lasting value.

Chapters

What the Americas Funds 2021 report contains

Chapter 1

This year’s winners attributed their successes to a plethora of strategies and approaches to managing their respective funds and businesses.

Chapter 2

The security picks of this year’s winners were varied, combining both expected and surprising industries and companies.

Chapter 3

Adoption of ESG and sustainable investing is widespread among this year’s winners, even as concerns rise about greenwashing and a relative lack of measurability.

Chapter 4

A multitude of uncertainties await the US’ funds industry — as does a robust recovery.