The Financial & Risk business of Thomson Reuters is now Refinitiv

All names and marks owned by Thomson Reuters, including "Thomson", "Reuters" and the Kinesis logo are used under license from Thomson Reuters and its affiliated companies.

December 29, 2017

Lipper from Refinitiv and the Investment Europe Fund Awards 2017/18

by Jake Moeller.

Recorded on: November 30, 2017

Lipper from Refinitiv is well known for its Global Lipper Fund Awards franchise. However, it also lends its expertise in data collection and analysis to a number of organisations who host their own industry award events.

Charlemagne investment analyst Alexander Short (r) receives the “Equities Frontier” Award from Jake Moeller, head of Lipper UK & Ireland Research (l).

For three years, Lipper is proud to have been associated with the InvestmentEurope Fund Manager of the Year Awards. In 2017, they were held in London on November 30.

The event was attended by over thirty global and pan-European fund manager groups as well as a number of high-profile fund selectors, analysts, wealth managers and mutual fund commentators.

Fund awards with qualitative and quantitative criteria

The InvestmentEurope Awards differ from the Lipper Awards (which are based solely on quantitative criteria) by having a qualitative component which is incorporated by including the aggregated views of the European fund selector community.

The quantitative screen, powered by Lipper for Investment Management, examines a number of quantitative and conditional metrics for all funds within the categories and universes defined with InvestmentEurope. These are then ranked to provide InvestmentEurope and the judges, a short list of funds for subsequent qualitative review. The full methodology can be found here.

Views from Investment Europe

Jonathan Boyd, Editorial Director of InvestmentEurope said:

“InvestmentEurope worked closely with Lipper to realise the preferred quantitative filtering of funds for sale across Europe, in support of the InvestmentEurope Fund Manager of the Year Awards 2017/18. In particular, we value the support we had via Jake Moeller, Head of UK & Ireland Research at Refinitiv Lipper for his engagement in driving forward the project his end.

Jake Moeller reviews Lipper methodology in December 2017’s Investment Europe magazine.

“The filtering preferences applied to achieve the quantitative element of the Awards are the result of discussions with readers and event delegates that make up the fund selector community served across the region by InvestmentEurope, and so  represent the consensus view of professional fund investors and their real-life challenges in identifying funds worthy of additional analysis.

“We welcome the input and assistance that Lipper have provided to the Awards this year, helping to create shortlists of funds that can then undergo further qualitative analysis by fund selectors across Europe to identify the Awards category winners.”

See you again next year…

Lipper is proud to be involved with the highly esteemed InvestmentEurope Fund Manager of the Year Awards and congratulates all the winners and runners up.

The full list of 2017/18 award winners can be found here.


Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

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


Get In Touch


We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.×