Provides mutual fund ratings and research.
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Multi-Asset Financial Data and Analytics Platform$$
Offering: Comprehensive suite of real-time market data, historical financial databases, execution management systems, and regulatory compliance tools for global financial institutions.
Best for: Institutional investment firms and banks requiring integrated, multi-asset class data feeds and workflow automation tools.
Benefits
- Extensive global asset coverage and historical depth
- Versatile delivery options including cloud-native APIs and Snowflake
- Industry-standard compliance and KYC screening tools
- Integrated ecosystem combining data
- analytics
- and execution
Drawbacks
⚠ Complex legacy infrastructure can lead to integration friction · ⚠ User experience can be overwhelming due to the sheer breadth of toolsProduct Intelligence
Value Score
44
quality per $
Price Position
P50
mid-range
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 26% (moderate)
Product Details
Use Cases
Portfolio constructionfund selectionperformance benchmarkingrisk managementcompetitive analysis
Categories
Financial Market DataAsset Management DataFund Performance AnalyticsInvestment Research
Coverage
Global
Delivery
REST APIPython SDKSFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filings
Detected Use Cases
competitive intelligencerisk management
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
Request a sample directly from Refinitiv.
Web Authority
High Authority19 mentions·2 platforms
Academic Papers
10 × 8 pts+80
LinkedIn
9 × 2 pts+18
Evidence5 sources
Academic Papers
Learning Mutual Fund Categorization using Natural ...
by D Vamvourellis · 2022 · Cited by 11 — Refinitiv Lipper originally grouped funds together based on their prospectus-objectives. Their classification scheme is based off Refinitiv ...
Academic Papers
Fund-Level FX Hedging Redux
The Refinitiv Lipper dataset reports asset holdings of funds on a monthly or quarterly basis. For funds that report quarterly, which represent 25% of all funds, ...
Academic Papers
Liquidity support and distress resilience in bank-affiliated ...
The second data set comprises information on balance sheet and securities holdings for open-end mutual funds domiciled in the EU from Refinitiv Lipper. The ...
Data Dictionary
Expected fields and columns in this data product
About Refinitiv Lipper
Refinitiv Lipper is a financial market data data product offered by Refinitiv, available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Provides mutual fund ratings and research.
About Refinitiv
Refinitiv is a data provider vendor based in London, United Kingdom. Refinitiv is a global provider of financial market data, infrastructure, and analytics, serving the financial services industry with comprehensive tools for trading, investment, and risk management. F...
Related Data Categories
Financial Market DataAsset Management DataFund Performance AnalyticsInvestment Research