What Is the Lipper Index?

Lipper-the world's leading fund intelligence provider. Lipper is an internationally renowned fund research institution that provides professional fund information, evaluation tools and research services to investment management companies, intermediaries, financial media and individual investors. Established in 1973, Lipper is a wholly-owned subsidiary of the Thomson Reuters Group, headquartered in New York, and has branches in 18 major financial centers in the world, including London, Hong Kong, and Tokyo. Lipper became a wholly-owned subsidiary of the Reuters Group in 1998 and expanded its business to Asia. Lipper has a worldwide information collection network, so it can efficiently provide accurate, comprehensive and timely high-quality fund information. Lipper s global database covers more than 135,000 funds with total assets of more than US $ 10 trillion, including mutual funds, hedge funds, investment-linked products and ETFs, covering major fund markets in the US, Europe, and Asia, including net worth, Detailed information on the scale, cost and shareholding, its fund information covers more than 196,000 fund share categories and more than 113,000 funds registered in 60 countries and regions, and provides free Lipper funds for recognized funds in 27 countries and regions Rating service.

Lipper

Lipper-the world's leading fund intelligence provider. Lipper is an internationally renowned fund research institution.

Lipper s fund rating system is updated monthly, and ratings are calculated based on one, two, three and comprehensive performance. All open-end funds (except currency funds and capital preservation funds) that are equity, bond or mixed asset types have price data of at least one year, and at least 5 of the same type of funds meet the rating requirements to qualify for rating.

In the same type of funds, the leading 20% of funds were awarded the title of "Leader", and then they were divided into 2nd, 3rd, 4th, and 5th levels based on 20%. There are currently four evaluation standards introduced in China, including fees, total returns, stable returns, and capital preservation:

Funds that have been awarded "Leader" in total returns reflect higher total returns in their respective fund categories.

Funds that have obtained a Leader in stable returns reflect better stability and risk-adjusted returns in their respective fund categories.

Funds that have obtained "Leader" in terms of capital preservation ability reflect that they have higher capital preservation ability in the asset class (stock, hybrid asset, or bond) to which they belong.

Funds that have been awarded "Leader" in fees are reflected in their lower overall expense ratios in their fund classifications.

Lipper Fund ratings are based on relative considerations rather than absolutes, and do not constitute any recommendation to buy or sell funds. Investors should keep in mind that past performance does not guarantee future returns. Some fund classifications and asset classes have a greater potential risk. Even funds with a "Leader" in these riskier fund classifications or asset classes may not be suitable for investments with less risk tolerance and shorter investment goals. By.

Lipper's powerful fund analysis platform is an indispensable tool for professionals to analyze funds

Lipper's Datafeeds provide fund information needed for custom systems

Lipper s Electronic Fund Factsheets Facilitate Effective Communication Between Fund Service Institutions and Investors

Lipper's professional cost and performance analysis services provide important basis for trustees to complete their trust obligations

Lipper Fund Classification, Fund Index, and Fund Research Reports Provide Basis for Professionals to Appraise Funds

Lipper's performance rankings, fund ratings and fund awards are internationally authoritative independent third-party fund reviews

Lipper started information collection and analysis research for Chinese funds a few years ago and provides related services to clients outside China. Lipper hopes to grow with China's fund industry in the future and provide world-class fund information products and research services for China's fund market.