The Refinitiv Lipper Fund Awards
We think excellence is worth shouting about, which is why for over 30 years now, we have been celebrating those investment professionals that outperform. The legacy, reputation and quantitative underpinning of what these awards encapsulate, reflect a truly robust and independent assessment of fund performance. This, coupled with the unmatched depth of fund data, results in a unique level of prestige, and ensures the award has lasting value.
These awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers, based on Lipper’s proprietary performance-based methodology. Eight Group Awards, including the coveted Overall Award, were also given to firms with superior asset class performance.
In a year where market volatility reached record levels, and where business and operational models were completely upended, recipients of the 2021 Refinitiv Lipper Fund Awards for Switzerland deserve a special mention for their resilience to a myriad of market risks, and commendation for their vision, innovation and mastery of today’s rapidly evolving financial markets. Congratulations to each winner.
The Lipper Fund Awards is a showcase of industry leaders, visionaries and influencers, where insights are gained, and new ideas are born. Meaning we don’t just recognise excellence, we inspire it!
The Refinitiv Lipper Fund Awards reflect a truly independent and uncompromised assessment of performance in over 17 countries worldwide. The legacy is underpinned by Refinitiv Lipper’s acclaimed fund data and proprietary quantitative methodology.
Hear about the proprietary methodology from Otto Christian Kober, Head of Lipper Methodology, Refinitiv in this short video.
Exclusive to LFA 2021
Global Report - Navigating the New Normal
The report outlines the key developments that helped shape the global funds market during 2020. It outlines the key lessons that both fund managers and fund management companies can take away from the 12 months, with a view on making their funds more resilient while identifying new opportunities for alpha.The report also addresses emerging trends, such as heightened interest in ESG investing, and discusses how best to deploy active and passive strategies. Notably, it features the views of Refinitiv Lipper executives from four key markets - the U.S., Europe, the U.K., and Asia, offering a valuable global wrap on a year that market watchers will be discussing for some time to come. Download the report
Refinitiv Videos & Interview
Announcing the winning Refinitiv Lipper Fund Award Winners, Switzerland, 2021
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 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. All winners listed below are the winner for the listed classification and time period. Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are recognized. View all the winners.
Equity Theme - Alternative Energy
Mixed Asset EUR Flex - Global
About Refinitiv Lipper
With a 48-year track record of independent content, Refinitiv Lipper was the first to develop fund classifications that place funds in their respective peer group. Refinitiv Lipper data covers more than 345,000 share classes in over 80 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets. Refinitiv Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. Refinitiv Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for more than 40 years, Refinitiv Lipper provides unparalleled expertise and insight to the funds industry.
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 US-Dollars 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.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 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. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.