Unlocking Investment Success with LSEG Lipper

LSEG Lipper is a global leader in fund information and performance measurement. It's the go-to source for data and insights on the global fund industry.

With over 30 years of experience, LSEG Lipper has built a vast database of fund performance data, covering over 200,000 funds worldwide. This wealth of information makes it an invaluable resource for investors and financial professionals alike.

By leveraging LSEG Lipper's data and analytics, investors can make more informed decisions about their investments. For instance, they can use LSEG Lipper's fund ratings to identify top-performing funds and make more strategic investment choices.

A different take: Lseg Market Data

Factsheets are a crucial part of any fund's marketing efforts, and LSEG Lipper offers a complete digital factsheet service to help you create and distribute branded factsheets.

You can produce and distribute branded factsheets from a single web-based platform, making it easy to manage the entire process.

LSEG Lipper's digital factsheet service automatically populates your fund's data and metrics, reducing errors and compliance risk.

Explore further: Dimensional Fund Advisors Charlotte Nc

This service also allows you to partner with Lipper to ensure quality and accuracy of factsheets.

Here are some key benefits of using LSEG Lipper's digital factsheet service:

LSEG Lipper is a global leader in fund data and performance measurement. It's a one-stop-shop for investors and financial professionals.

The Lipper Global Fund Database contains over 340,000 collective investment vehicles from more than 60 countries. This massive database is updated daily to provide the most current information.

LSEG Lipper uses a proprietary classification system to categorize funds into different categories, such as equity, fixed income, and alternative investments. This system helps investors quickly find the right funds for their needs.

The Lipper Fund Awards recognize outstanding fund performance over different time periods. These awards are based on a rigorous evaluation process that considers various factors, including risk and consistency of returns.

LSEG Lipper's data and analysis are used by a wide range of investors, from individual investors to institutional investors and financial advisors. They rely on Lipper's expertise to make informed investment decisions.

Suggestion: Insurance Investment Manager

LSEG's Lipper API offers flexibility and an open platform approach to investors' workflows.

With the Lipper API, customers can creatively integrate and quickly deliver more fund content over this channel.

The API provides invaluable flexibility to meet evolving business needs.

LSEG's best-in-class Lipper content is now available over an API delivery platform.

See what others are reading: Lseg Data Platform

The LSEG Lipper Fund Awards are a prestigious recognition of excellence in fund management. They've been around for more than 30 years and are granted annually to funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The awards are based on entirely objective, quantitative criteria, using the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. This ensures the accuracy and reliability of the data used to calculate the awards.

The LSEG Lipper Fund Awards highlight funds and fund companies that have achieved exceptional results, making them a valuable resource for investors looking to make informed decisions. With over 17 countries worldwide represented, the awards have a global reach and reputation.

Here are the Lipper Leader for Consistent Return ratings used to calculate the awards:

The awards are a testament to the hard work and dedication of fund managers who have consistently delivered strong risk-adjusted returns to their investors. SEI Investments Canada Company (SEI Canada) is a recent winner of the LSEG Lipper Fund Awards, recognized as the Best Overall Fund Family Group Over Three Years in Canada.

The API is a game-changer for investors. It allows customers to access valuable fund content through an open platform, designed to meet evolving business needs.

LSEG's Lipper API offers a best-in-class content delivery platform, enabling customers to integrate and deliver fund content quickly and creatively. This flexibility gives investors a more efficient way to access the information they need.

The API is designed to provide access to content in a way that meets the evolving needs of investors. By using this platform, customers can integrate fund content into their existing workflows.

Providing this valuable flexibility and open platform approach to investors' workflows gives access to content in a way that meets your evolving business needs.

With a Lipper Fund Marketing License, you can showcase your funds through the publication of 3 Lipper proprietary metrics: Lipper Leaders Ratings, Lipper Benchmarks/Indices, and Lipper Rankings.

These metrics provide compelling, credible, and independent evidence of how well your fund is performing against its peers.

You'll also be able to redistribute fund performance statistics for marketing purposes, giving you a wide range of tools to promote your funds.

Lipper's granular and best-in-class classification scheme adds another layer of depth to your marketing efforts, helping you to identify and highlight your fund's strengths.

LSEG Lipper's Global Data Feed is a powerful tool for businesses looking to deliver fund content to customers across various channels. It provides comprehensive global coverage on mutual funds, retirement funds, pension funds, and fund fees and expenses.

This data feed is relied upon by financial professionals every day to support detailed analysis, peer comparison, performance reporting, and investment selection. It's a valuable resource for anyone in the finance industry.

With Global Data Feed, you can efficiently integrate and deliver more fund content to more customers, wherever and whenever they need it. This is especially useful for asset managers, advisors, and individual investors who rely on digital channels to access market commentary and share investment ideas.

Here are some ways you can access and view the data:

You can also access a fund's individual and aggregate historical flow, and use the most representative calculation methodology for tracking fund flows activity.

Having access to comprehensive fund data can be a game-changer for investors. Our database contains over 335,000 active share classes across 80+ markets, covering a wide range of investment products.

This vast amount of data allows for meaningful like-for-like comparisons across funds that share characteristics, enabling you to make informed investment decisions. Our precise granular fund classification system makes it possible.

With 70+ relative and absolute measures of risk and return, you can improve risk management and mitigation. Regulatory risk data and holdings look-through solutions are also available.

Here's an interesting read: Macquarie Investment Manager

Our Lipper fund rating system, Lipper Leaders, provides an instant measure of a fund's success against a specific set of key metrics. This can help guide investors and their advisors in selecting funds that suit individual investment styles and goals.

By using Lipper Global Fund Flows, you can gain insight into current and historical market sentiment through industry-leading sales and redemptions content and analysis.