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March 4, 2022

Refinitiv Lipper Fund Awards 2022 – Methodology

by Lipper Alpha Insight.

Otto Kober, Director, Methodology, Lipper Research at Refinitiv, discusses the methodology that underpins the Refinitiv Lipper Fund Awards. Read more about the methodology here.


For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers, based on Lipper’s proprietary performance based methodology. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value.

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