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Lipper Leader Ratings from Refinitiv (LSEG)

This product provides performance ratings for mutual funds and ETFs, helping investors evaluate and compare investment options based on historical performance data.

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Product analysis by function

Product Performance Analytics for Product Development & Management

Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
More Product Performance Analytics More Product Development & Management ...

Data Integration & Coverage
(0 Yes /0 Known /11 Possible features)

Performance Calculation Engine
(0 Yes /0 Known /11 Possible features)

Benchmark & Peer Group Management
(0 Yes /0 Known /10 Possible features)

Visualization & Reporting
(0 Yes /0 Known /11 Possible features)

Performance Attribution Analysis
(0 Yes /0 Known /10 Possible features)

Product Comparison & Positioning
(0 Yes /0 Known /10 Possible features)

User Experience & Workflow
(0 Yes /0 Known /10 Possible features)

Scalability & System Performance
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Security & Data Protection
(0 Yes /0 Known /10 Possible features)

Customizability & Extensibility
(0 Yes /0 Known /10 Possible features)

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Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.).		No information available
Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks.		No information available
Peer Group Data Availability Access to robust peer group datasets for comparative analytics.		No information available
Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically.		No information available
Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data.		No information available
Historical Data Depth The maximum lookback period for analysis.		No information available
Support for Custom Universes Ability to define and analyze custom groups for peer comparisons.		No information available
Currency Conversion Support Automatic data normalization across different base currencies.		No information available
Data Export Options Formats and mechanisms provided for exporting underlying datasets.		No information available
API Availability Ability to access and integrate data via application programming interfaces.		No information available
Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment).		No information available

Daily Performance Computation System can calculate and update returns and other metrics daily.		No information available
IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available.		No information available
Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics.		No information available
Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks.		No information available
Attribution Analysis Supports decomposition of performance by factors, sector, region, etc.		No information available
Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns.		No information available
Rolling Period Analytics Run analytics over customizable rolling windows.		No information available
Out/Underperformance Calculation System calculates performance relative to benchmarks.		No information available
Peer Percentile Rankings System ranks products against peer universes over multiple periods.		No information available
Custom Formula Support Users can create and run custom calculation formulas.		No information available
Computation Speed Average time to compute and display results for a portfolio.		No information available

Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks.		No information available
Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand.		No information available
Peer Group Customization Users can define and maintain custom peer groups.		No information available
Automated Benchmark Updates System updates benchmark constituents and weights automatically.		No information available
Fee-adjusted Peer Comparison Peer performance can be computed net of fees.		No information available
Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel.		No information available
Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly).		No information available
Peer Universe Size Number of peers available for comparison within the system.		No information available
Peer Group Data Provider Coverage Number of supported peer group data sources/providers.		No information available
Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions.		No information available

Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics.		No information available
Time Series Charting Displays portfolio, benchmark, and peer performance over time.		No information available
Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor.		No information available
Export to PDF/Excel/PowerPoint Output charts and tables to common report formats.		No information available
White-labeling Ability to customize branding and layout for client-facing reports.		No information available
Drill-down Analytics Users can interactively drill into performance drivers by factor or security.		No information available
Scheduled Report Distribution Automated preparation and distribution of recurring reports.		No information available
Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics.		No information available
Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc.		No information available
Data Annotation Capability Users can add notes, comments, or flags to charts and tables.		No information available
Real-time Visualization Updates Charts and tables refresh live with new data inputs.		No information available

Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping.		No information available
Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.).		No information available
Currency Attribution Ability to isolate impact of currency movements on returns.		No information available
Excess Return Decomposition Breakdown of out(under)performance by sources.		No information available
Drill-through to Holding Level Trace attribution results from top-level to individual securities.		No information available
Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics.		No information available
Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution.		No information available
Integrated Contribution Charts Visual representation of positive/negative contributors.		No information available
Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers).		No information available
Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis.		No information available

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Financial Technology Year

Lipper Leader Ratings from Refinitiv (LSEG)

Product analysis by function

Product Performance Analytics for Product Development & Management

Data Integration & Coverage
(0 Yes /0 Known /11 Possible features)

Performance Calculation Engine
(0 Yes /0 Known /11 Possible features)

Benchmark & Peer Group Management
(0 Yes /0 Known /10 Possible features)

Visualization & Reporting
(0 Yes /0 Known /11 Possible features)

Performance Attribution Analysis
(0 Yes /0 Known /10 Possible features)

Product Comparison & Positioning
(0 Yes /0 Known /10 Possible features)

User Experience & Workflow
(0 Yes /0 Known /10 Possible features)

Scalability & System Performance
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Security & Data Protection
(0 Yes /0 Known /10 Possible features)

Customizability & Extensibility
(0 Yes /0 Known /10 Possible features)

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Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks.		No information available
Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes.		No information available
Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods.		No information available
Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products.		No information available
Return Deviation Alerts Automatic flagging of statistically significant out/underperformance.		No information available
Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.).		No information available
Comparative Style Mapping Maps products to style or strategy categories for peer relevance.		No information available
Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning.		No information available
Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing.		No information available
ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning.		No information available

Intuitive User Interface Interface is easy to navigate and use for a variety of personas.		No information available
Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets.		No information available
Saved Views & Templates Ability to bookmark or template key report configurations.		No information available
Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows).		No information available
In-app Notifications & Alerts The system can send event-based alerts within the application.		No information available
Mobile Device Support Optimized or native access through mobile devices.		No information available
User Role & Permission Management Supports granular access and edit controls by user or group.		No information available
Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files.		No information available
Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps.		No information available
Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing.		No information available

Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation.		No information available
Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories.		No information available
System Uptime Guaranteed percentage of time system is operational during business hours.		No information available
Cloud Deployment Options Availability of cloud-native or hosted delivery configurations.		No information available
Performance Latency Typical wait time for key analytic processes to complete at normal load.		No information available
On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests.		No information available
Batch Processing Speed How quickly the system processes batch analytics jobs.		No information available
Automatic System Scaling Automatically increases resources to meet higher usage or data loads.		No information available
Disaster Recovery Readiness Ability to restore system and data quickly after an outage.		No information available
API Throughput Number of successful API requests the system can handle per second.		No information available

Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps.		No information available
Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS).		No information available
Role-based Access Controls Granular controls to limit data and feature access based on role.		No information available
End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations.		No information available
Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports.		No information available
Data Retention Policy Support Supports configurable retention periods for audit and compliance data.		No information available
Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies.		No information available
Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed.		No information available
Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes.		No information available
Certification Support System can help with GIPS, PRIIPs, or similar certifications.		No information available

Data Encryption at Rest All datasets encrypted on disk/storage.		No information available
Data Encryption in Transit All data flows encrypted between systems and users.		No information available
Multi-factor Authentication Strong authentication required for user access.		No information available
Single Sign-on Integration Supports secure sign-in through SSO providers.		No information available
Granular Permissions Access can be specified by product, report, or function.		No information available
Regular Vulnerability Testing System is proactively scanned for potential security gaps.		No information available
Data Backup Frequency Frequency at which all analytics and reports are securely backed up.		No information available
Intrusion Detection Monitors for and alerts upon unauthorized access attempts.		No information available
User Activity Monitoring Tracks and reviews user activity for suspicious behavior.		No information available
Secure API Access APIs are protected with encryption and authentication.		No information available

Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards.		No information available
Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches.		No information available
Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R).		No information available
Open API for Extension Rich, documented API enabling integrations and new feature development.		No information available
White-label Portal Options Fully custom branding and client-facing experience.		No information available
Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows.		No information available
Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons.		No information available
Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies.		No information available
Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows.		No information available
Multiple Language/Regional Support Interface available in additional languages and regional formats.		No information available

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Financial Technology Year

Lipper Leader Ratings from Refinitiv (LSEG)

Product analysis by function

Product Performance Analytics for Product Development & Management

Data Integration & Coverage (0 Yes /0 Known /11 Possible features)

Performance Calculation Engine (0 Yes /0 Known /11 Possible features)

Benchmark & Peer Group Management (0 Yes /0 Known /10 Possible features)

Visualization & Reporting (0 Yes /0 Known /11 Possible features)

Performance Attribution Analysis (0 Yes /0 Known /10 Possible features)

Product Comparison & Positioning (0 Yes /0 Known /10 Possible features)

User Experience & Workflow (0 Yes /0 Known /10 Possible features)

Scalability & System Performance (0 Yes /0 Known /10 Possible features)

Compliance & Audit (0 Yes /0 Known /10 Possible features)

Security & Data Protection (0 Yes /0 Known /10 Possible features)

Customizability & Extensibility (0 Yes /0 Known /10 Possible features)

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Data Integration & Coverage
(0 Yes /0 Known /11 Possible features)

Performance Calculation Engine
(0 Yes /0 Known /11 Possible features)

Benchmark & Peer Group Management
(0 Yes /0 Known /10 Possible features)

Visualization & Reporting
(0 Yes /0 Known /11 Possible features)

Performance Attribution Analysis
(0 Yes /0 Known /10 Possible features)

Product Comparison & Positioning
(0 Yes /0 Known /10 Possible features)

User Experience & Workflow
(0 Yes /0 Known /10 Possible features)

Scalability & System Performance
(0 Yes /0 Known /10 Possible features)

Compliance & Audit
(0 Yes /0 Known /10 Possible features)

Security & Data Protection
(0 Yes /0 Known /10 Possible features)

Customizability & Extensibility
(0 Yes /0 Known /10 Possible features)