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March 19, 2019

Lipper Announcement – Enhancement of Global Fund Classifications

by Kevin Pollard.

Recorded on: March 19, 2019

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 Global classifications in response to these trends and client feedback.

Please see the attached video for an outline of the changes.

Lipper and Refinitiv customers can also find more information via this link.


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. Refinitiv 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.



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