February 15, 2019


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.



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