In 1998, Lipper Analytical was acquired by Reuters Group PLC as a wholly owned subsidiary.
While Lipper Leader Ratings are not predictive of future performance, they are designed to provide context and perspective for making knowledgeable fund investment decisions.
The overall calculation is based on an equal-weighted average of percentile ranks for each metric over three-, five-, and ten-year periods (if applicable).
Several of Lipper's 160 indices for the open-end, closed-end, and variable annuity universes track performance since the early 1960s.
[10] In 2018, following over 30 years of mutual fund awards, the Lipper Fund Awards again transferred, from Thomson Reuters to Refinitiv, as part of the Reuters divestiture of its financial and risk unit to U.S. private equity firm, the Blackstone Group.