article has multiple issues . please help improve it or discuss these issues on the talk page . learn how and when to remove these template messages this article relies largely or entirely upon a single source . relevant discussion may be found on the talk page . please help improve this article by introducing citations to additional sources . april 2013 this article relies too much on references to primary sources . please improve this by adding secondary or tertiary sources . april 2013 learn how and when to remove this template message learn how and when to remove this template message thomson reuters lipper type part of thomson reuters industry financial services founded 1973 founder a. michael lipper c.f.a. headquarters new york city united states products lipper for investment management lipper hindsight lipper data feeds lipper fund factsheets lipper for retirement lipper leaders fund ratings lipper classifications lipper indices lipper research services number of employees over 500 globally parent thomson reuters slogan trusted content insight and analysis website http financial.thomsonreuters.com thomson reuters lipper part of thomson reuters for more than 40 years has provided institutional and retail financial professionals worldwide mutual and hedge fund data analytical tools and commentary for their fund research with its accurate data precise analytics reporting tools and experienced insight to inform portfolio strategies and performance . lipper delivers data on more than 265 000 collective investments in 61 countries . contents 1 corporate history 2 fund ratings and indices 3 research series 4 see also 5 references 6 external links corporate history edit this section does not cite any sources . please help improve this section by adding citations to reliable sources . unsourced material may be challenged and removed . april 2013 learn how and when to remove this template message lipper analytical services was founded in 1973 by securities analyst a. michael lipper cfa . the company s initial focus was to provide data and analysis to mutual funds companies in the united states . in subsequent years lipper analytical services expanded via growth and acquisitions . in 1998 lipper analytical was acquired by reuters group plc as a wholly owned subsidiary . in april 2008 lipper became part of thomson reuters when thomson financial and reuters merged . the lipper fiduciary services and competitive business unit known as lipper fmi was purchased by broadridge financial solutions in may of 2015 . 1 acquired companies that have operated under the lipper brand include hardwick stafford wright limited hsw supplier of fund performance information to the uk industry bopp isb ag swiss provider of fund performance and analysis camra supplier of fund portfolio information and analysis bt alex brown investment trusts data business a division of bankers trust international plc fitzrovia international a uk based provider of fund fees and expenses research hedgeworld news research and analysis on global hedge funds tass research hedge fund performance database . feri fund market information ltd european fund market research specialist . lipper provides retirement plan analysis and reporting tools for financial advisors and research from its offices in the americas europe asia and the middle east . fund ratings and indices edit this section does not cite any sources . please help improve this section by adding citations to reliable sources . unsourced material may be challenged and removed . april 2013 learn how and when to remove this template message lipper leaders rating system the lipper leaders rating system is a mutual fund rating system that uses investor centered criteria such as capital preservation expense and consistent return . funds are rated on a numeric scale of 5 to 1 with 5 representing funds with the highest rating or lipper leaders and 1 representing the lowest rated funds . the lipper ratings are derived from formulas that analyze funds against defined criteria . funds are compared to similar funds within a peer group . each fund is ranked against its peers based on the metric used such as total return or expense and the highest 20 % of funds in each peer group are named lipper leaders the next 20 % receive a rating of 4 the middle 20 % are rated 3 the next 20 % are rated 2 and the lowest 20 % are rated 1 . 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 ratings are subject to change every month and are calculated for the following periods three year five year ten year and overall . 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 . the lipper ratings metrics total return consistent return preservation tax efficiency us only and expense lipper indices lipper indices are a set of benchmarking tools used to track monitor and analyze fund performance . several of lipper s 160 indices for the open end closed end and variable annuity universes track performance since the early 1960s . indices lipper sector indices thomson reuters lipper optimal indices thomson reuters lipper premium indices lipper active indices research series edit lipper publishes fund research reports monthly quarterly and annually including fund market insight reports fund flows insight reports and fund industry insight reports . lipper also publishes fiduciary research reports and hedge fund research reports . see also edit thomson reuters lipper average nationally recognized statistical rating organization references edit http www.broadridge.com news events press releases broadridge to acquire fiduciary services and competitive intelligence business from thomson reuters.html external links edit official website v t e thomson reuters professional division legal us & intl. carswell derwent world patents index findlaw writ la ley practical law company sweet & maxwell ids west westlaw west legaledcenter pangea3 science web of science current contents journal citation reports science citation index social sciences arts and humanities conference proceedings biosis previews biological abstracts the zoological record endnote researcherid thomson reuters citation laureates markets division breakingviews ecowin eikon extel surveys i b e s itn 20 % lipper reuters thomson reuters business classification thomson reuters indices thomson reuters jefferies crb index thomson reuters league tables thomson reuters messenger thomson reuters realized volatility index zawya predecessors reuters group the thomson corporation other 3 times square tom glocer david thomson the woodbridge company category retrieved from https en.wikipedia.org w index.php title lipper & oldid 723322826 categories financial services companies of the united statescompanies based in new york citythomson reutershidden categories articles needing additional references from april 2013all articles needing additional referencesarticles lacking reliable references from april 2013all articles lacking reliable references navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 2 june 2016 at 10 49 . text is available under the creative commons attribution sharealike license ; additional terms may apply . by using this site you agree to the terms of use and privacy policy . wikipedia 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