The Lipper Small-Cap Core Funds classification is defined as funds that by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) below Lipper’s USDE small-cap ceiling, according to Lipper methodology. These funds have more latitude in the companies in which they invest. These funds typically have average characteristics compared to the S&P SmallCap 600 Index. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to Refinitiv Lipper, “Each fund is ranked against

At the recent Lipper Fund Selector Forum 2019 held in London, Richard Philbin, CIO of Wellian Investment Solutions, sat on the “Future Directions for Fund Selection” panel. We caught up with Richard after event in this short “vox pop” video where he outlined some of his consideration in choosing funds for his clients. He also outlined his sell discipline and explains how he goes about building portfolios for his clients. About Richard Philbin Richard is one of the UKs best known Multi-Manager investors and has previously been AA rated by OBSR, Citywire and S&P. Before joining Wellian, Richard was formerly

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was “Future Directions for Fund Selection.” In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market. Panelists discussed their selection process, what makes a good fund investment, and how

Mutual fund selectors and multi-managers have to undertake considerable research on the funds which make it into their approved lists or portfolios. The Due-Diligence Questionnaire (DDQ) or Request for Proposal (RFP) documents are a key part of this. In this round-table, key participants in the mutual fund selection process outline how the standardisation of due-diligence documents might lead to better outcomes for end-investors in a world of increasing regulation and scrutiny. Lipper’s Head of UK & Ireland Research, Jake Moeller meets with Judy Weigelt -Nash, Head of RFPs at Pictet Asset Management, Rob Sanders, Co-founder of DOOR and Nick Wood, Head of Investment Fund

Founder of Square Mile Consulting, Richard Romer-Lee is one of the U.K.’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses in the last 20 years. In this podcast, Richard examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives. He discusses key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund. Richard is speaking with Lipper’s Head of UK & Ireland Research, Jake Moeller in London on September 1, 2017. Running

In this webcast, Albert Reiter, founder and CEO of Investment Director at e-fundresearch.com, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum held in London on July 11, 2017. In this short interview, Albert reveals how his companies are changing the way fund selectors work, his views on how standardisation and efficiency are key elements for fund selectors and how he is changing the way fund selectors and fund managers interact with each other. About Albert Reiter Albert Reiter, CFA, is the founder and CEO of e-fundresearch.com Data GmbH and investRFP.com. The company was