Live Webinar And Q&A: Deconstructing Lipper’s Methodology
Please join our Lipper Research Team and Specialists on July 15th for a live, interactive webinar where they have an in-depth discussion around Lipper’s methodology.
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Key discussion points:
A detailed review of Lipper’s U.S. fund classification system
how it supports key use cases
Response to FAQ client questions
Date: July 15th, 2020
Time: 11:00 AM EST
Pat Keon, CFA, Senior Analyst, Lipper Research
Nate Hartauer, Solution Consultant, Lipper Fund Ratings
Juan Zamudio, Customer Success Specialist, Lipper Fund Ratings
Learn more about Lipper
Lipper U.S. Weekly FundFlows Insight Report: Funds Take in Net New Money Paced by Taxable Bond Funds
Lipper methodology balances consistency and flexibility to adapt to an ever-changing universe of funds.
Meet our Speakers
Pat Keon, CFA
Pat Keon is a senior research analyst at Lipper specializing in U.S fund classifications and portfolio analytics. Pat joined the firm in 2005 and has worked in the research and portfolio groups during his tenure. Pat has earned an MBA from Regis University (Denver, CO) and a Bachelor's from Iona College (New Rochelle, NY).
Lipper Fund Ratings
Nate Hartauer represents Lipper’s full suite of data packages and solutions at Refinitiv, helping drive new business within the Central & West United States. Nate joined Refinitiv in 2019, previously working at Morningstar as a Regional Sales Director. Nate earned his Bachelor’s in Finance from Indiana University.”
Customer Success Specialist
Lipper Fund Ratings
Juan consults some of the largest Asset Managers and Financial Institutions on how to drive value from Lipper solutions and fund data for their workflows. Juan joined Refinitiv in 2017 and has managed relationships with Investment and Advisory clients since then. Juan earned his Bachelor’s degree from Amherst College.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.