Pat Keon, CFA
Pat Keon was a senior research analyst at Lipper from 2005 to 2020, specializing in U.S fund classifications and portfolio analytics.
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by Pat Keon, CFA.
Dear Valued Client:
For over 40 years Lipper has been the go to source for independent content, analytics and research covering investment funds. As the fund industry evolves, our aim is to ensure we remain relevant and reflect the latest product and market trends so that our customers can continue to make meaningful “like for like” comparisons across funds. To this end, Lipper is pleased to announce a significant upgrade of its proprietary U.S. classifications in response to these trends and client feedback.
Please see the attached video for more information.
Lipper's UK Head of Research gives an overview of the fund trends for the third quarter ...
Inverted yield curves and sticky inflation: how the UK fund industry navigated a ...
In 2022, UK investors were confronted with the effects of Russia’s invasion of Ukraine, ...