LSEG Lipper Fund Performance provides comprehensive, impartial data and analytics on mutual, retirement, and pension funds worldwide. It enables asset managers, advisors, and investors to access, analyze, and compare fund performance, fees, and expenses efficiently through digital channels.

Key Features

Comprehensive Fund Data

• Global coverage of mutual, retirement, and pension funds
• Granular fund classification system for precise analysis
• Data on fund fees, expenses, and performance

Digital Integration

• Delivers fund content via digital channels for easy access
• Supports integration into multiple platforms and workflows
• API available for custom integration and automation

Analytics and Reporting

• Enables detailed analysis, peer comparison, and performance reporting
• Supports investment selection and decision-making
• Used daily by financial professionals for research and reporting

Awards and Recognition

• Annual LSEG Lipper Fund Awards based on consistent, risk-adjusted performance
• Quantitative, objective rating system (Lipper Leader for Consistent Return)

,

Benefits

Reliable, Trusted Data

• Impartial, high-quality fund performance data
• Used by financial professionals globally for research and reporting

Enhanced Workflow Integration

• Flexible, open platform approach for seamless integration
• API allows for creative and efficient delivery of fund content

Improved Decision Making

• Supports detailed analysis and peer comparison for better investment selection
• Enables efficient performance reporting and research