Lipper Methodology

Lipper Fund Classifications

Lipper fund classifications provide the ability to make meaningful ‘like for like’ comparisons across funds with similar investment mandates.

Mutual Fund Indices

Lipper’s extensive quality controlled data provides a multitude of options for benchmarking performance. Choose any index from Lipper Global Classifications or select from our range of US style-based equity indices, grown from independent and up to date holdings data.

Lipper Leaders Methodology

The Lipper Leader Rating System is a toolkit that uses investor-centered criteria to deliver a simple, clear description of a fund’s success in meeting certain goals, such as preserving capital, lowering expenses or building wealth. Lipper Ratings provide an instant measure of a fund’s success against a specific set of key metrics. These metrics can be used alone or in combination to build individualized portfolios that suit an investor’s particular goals.

Lipper Fund Awards Methodology

The annual lipper fund awards are based on Lipper’s widely respected performance-based methodology with eight fund families lauded each year for their superior firm-wide performance.

Lipper Fund ESG Scores

Lipper’s extensive full holdings data is combined with Refinitiv company level ESG scores to provide a “roll up” to the fund level. Sixteen new data points are available for qualifying funds.