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March 15, 2022

InvestmentNews Podcast: The Lipper Funds Awards Reflect the New Normal

by Tom Roseen.

Bruce and Jeff, from InvestmentNews, speak with Tom Roseen, head of research services at Refinitiv Lipper, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper. Bruce and Jeff also talk about the upcoming release of InvestmentNews’ New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent.

The Refinitiv Lipper Fund Awards honor those funds which had the highest score in the Lipper Leader rating for Consistent Return over the three-, five- and/or 10-year periods. Overall, there were 116 funds that won an award for the three-year period ended November 30, 2021. Also, 114 funds were recognized with a Lipper Fund Award over the five-year period and 101 funds won the prestigious trophy for the 10-year period. The complete lists of the winning funds can be found on our awards website.

The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with a qualified professional for financial advice.

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