Refinitiv Lipper Investment Management

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Global database with over 335,000 share classes covering mutual funds, closed-end funds, exchange-traded funds (ETFs), and many more.

Over 70 performance and risk statistics with benchmark comparisons.

Know your peers, know your ranking, know how you stack up!

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Why Refinitiv Lipper for Investment Management?

Leverage comprehensive fund information combined with analytic tools to enhance reporting and analysis including:

• Full holdings with splits by asset allocation, investment country, maturity, debtor quality, currency and ETF sector.

• Refinitiv® Lipper Leaders® Rating System to evaluate individual fund performance versus specific investment goals.

• Refinitiv Lipper global and local market classifications are the most precise in the industry.

• Complete fee and expenses information featuring 65 U.S. fee data points and global total expense ratio (TER) data.

• Full daily historical price information, historical total net assets (TNA) (fund size) and dividend history.

• Ownership data including net buyers and sellers.

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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.

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