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Indices & Benchmarks | Lipper Fund Data

Proprietary Indices

Proprietary index dataset for fund-focused analysis, comparison and benchmark evaluation.

  1. Key facts
  2. Overview
  3. Description
  4. Access
  5. All categories
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Key facts for Proprietary Indices

Coverage metric

Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 1980
Coverage count:
Asset Classes - 1500 Indices

Delivery metadata

Data Frequency
Daily
Language
English
Delivery methods:
Excel, Deployed/Onsite Servers, API, Web Service, Cloud, Desktop, FTP, Bulk, Website
Data formats:
PDF, GZIP, XML, JSON, CSV, Text, Python, HTML, Bitmap, MPEG, User Interface, PCAP
Minimum service frequency
Daily

Overview of Proprietary Indices

PROPRIETARY FUND BENCHMARKS

Proprietary Fund Indexes for Analysis

  1. Proprietary index families built from Lipper fund universes for benchmarking.
  2. Includes index levels, returns, weights and constituent fund lists.
  3. Transparent methodologies and rebalancing rules support evaluation.
BENCHMARK WITH PRECISION

Benchmark Funds With Greater Precision

  1. Compare funds against targeted peer and sector benchmarks.
  2. Evaluate performance, risk and style characteristics consistently.
  3. Support fund strategy and benchmark selection decisions.
BUILT ON TRANSPARENT METHODS

Transparent Index Construction and Analysis

  1. Historical index series support long-term performance evaluation.
  2. Standardised benchmarks enable consistent fund comparisons.
  3. Built for fund analysis, benchmarking and market monitoring.

Description of the dataset

  • LSEG provides proprietary index families built from Lipper fund universes to support custom benchmarking and fund strategy analysis. We capture performance, risk and style characteristics across defined groups of funds.
  • Our content includes constituent fund lists, index levels, returns, weights, methodology indicators and rebalancing rules. We give clients the transparency required to evaluate how custom fund-based indices are constructed and maintained.
  • We design these proprietary indices for integration into analytics platforms, reporting environments and product development workflows. LSEG supports peer analysis, benchmark selection and investment strategy monitoring using Lipper-driven index measures.

Accessing the dataset

This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.

Wealth LSEG Data Platform
Wealth LSEG Data Platform provides a single access layer to LSEG and third-party data for wealth management workflows. It supports cloud-enabled data access, distribution and application development, enabling users to consume data and analytics through flexible delivery options and platform services.

All categories

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