FAQs, help and support Refinitiv Lipper Fund Awards

To receive Lipper Fund Awards information, please sign up to the Lipper Fund Awards official distribution list here and be sure to select all award universes you would like to receive Lipper Fund Award information for.

The merit of the winners for Lipper Fund Awards is based on entirely objective, quantitative criteria. There is no nomination process.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. If the fund/s are eligible for Lipper Fund Awards, are in our Lipper database and meets all criteria as per methodology, it will be considered.

According to our methodology, if a fund has official sales registration in one of our award universes and is within an eligible classification with at least 3 years track record, it will be taken into consideration in our awards calculations. For funds to be considered, they need to provide their fund/s data to our Lipper Data team. (There is no cost associated with this)

Under Lipper Leader ratings, for each measure (Total Return/Consistent Return/Preservation/Expense/Tax Efficiency), funds are rated on a basis of 5 to 1, the highest 20% of funds in each peer group are named Lipper Leaders, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The most recent ratings can be found on the Lipper fund screener.

If you are unsure if your funds are already on our database or not, you can reach out to the Refinitiv Lipper data team via MyRefinitiv portal to raise a query.

Alternatively, you can do a fund look up to see if we currently receive their funds data on https://www.lipperleaders.com

Not all funds in Lipper data base are eligible for Lipper Fund Awards: they need to meet criteria as per methodology. Please take time to understand the specific methodology issues and criteria related to each Award Universe by referring to the methodology document.

• Please send your queries to our Lipper Data Team via the MyRefinitiv portal.
• From the Get Support option, click on ‘Get Product and Content Support’ link and then select “I believe content is incorrect or incomplete” when completing the form. Select “Refinitiv Lipper Investment Management’’ under product drop down.
• There will be a case number generated and a helpdesk executive will contact you on when they will be able to give you the next update. The helpdesk executive will try answering your query, and if not able to, they will transfer the case to Lipper Data team who will update you directly and guide you through how to set up the fund/s.
• The “MyRefinitiv – Raise a Query PDF” available for download from this page provides instructions on how to raise a query on MyRefinitiv

1. Access MyRefinitiv using the link - https://myrefinitiv.com
2. On MyRefinitiv portal, click on ‘Register’
3. Enter your corporate email address and click ‘Submit’
4. Once you submit, you should receive an email from Refinitiv almost instantly
5. To complete the registration, click on the link in the e-mail you will receive
6. In the pop-up screen, enter your profile details and click on ‘Submit’ once done
7. Once you have submitted, you will receive a message on screen acknowledging registration. You can expect an email confirming registration in the next 15 – 20 minutes
8. In the confirmation email, click on the link to create your password and update password
9. Click on ‘Next’ to complete the process. You will now be able to view the landing page for MyRefinitiv – Home screen

You can find the official disclaimer and naming convention in the methodology document

Winner results for each award universe are made public on different dates, according to our global awards schedule. The confidential communication sent to winners in each award universe will detail the date the embargo for the results is lifted and when the results can be shared publicly.

Confidential winner notifications are sent separately per award universe on different dates, according to our global awards schedule. Winners are generally awarded in the first half of the year, except the Canadian and Saudi Arabia Awards which take place in November. Winner results are under strict embargo until announced by Refinitiv. You will be able to search for winners on lipperfundawards.com after the embargo has been lifted. No raw data of the calculations will be published. No correspondence will be entered into.

• United States: calculation periods are through the end of November of the respective evaluation year.
• Global ex US: The calculation periods are through the end of December of the respective evaluation year.

Exceptions to Global calculations period as per methodology:

• Arabian Markets and Global Islamic: The calculation periods are through the end of November of the respective evaluation year.
• Saudi Arabia: The calculation periods are through to the end of June of the respective evaluation year
• Canada: The calculation periods are through the end of July of the respective evaluation year.

Where can I find my official winning certificate?

Certificates for each award universe are made available for download and printing on lipperfundawards.com. These certificates may only be used in marketing your winning fund/firm in conjunction with a logo license.

For more information on the logo licensing process, see information here or contact PARS International Corp. who manage the distribution, usage and integrity of the Refinitiv Lipper Fund Awards logo and accolades.

Please find public documentation here

With a track record of over 50 years of independent content, Refinitiv Lipper was the first to develop fund classifications that place funds in their respective peer group. Refinitiv Lipper is the go-to resource for fund performance research, providing premium data, fund ratings, analytical tools and global commentary through specialised product offerings.

Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. With $6.25 billion in revenue, over 40,000 customers and 400,000 end users across 190 countries, Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people to choice and opportunity – driving performance, innovation and growth for our customers and partners.

Please reach out to the Lipper Fund Awards team via the “Contact Us” page on this website, or email us directly at enquiries.awards@refinitiv.com