Return RICs based on their return and Lipper Category

ksorlova
ksorlova
in Refinitiv Data Platform

Hello, is there a way to return all lipper RICs with fund objective based on their Lipper category and return. For example I would like to get all Lipper RICs that are under "Money Market USD" Lipper category that had price return from 0 to 5% from 31/12/2022 to 31/12/2023 and 2 to 10% return from 31/12/2023 and 31/7/2024. Is this possible? Thank you!

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Best Answer

  • bob.lee
    bob.lee
    Answer ✓

    Hi, @ksorlova, that kind of screening is partially feasible using the Lipper Funds API (RDP Funds API). You can get the list of funds under certain classification such as "Money Market USD". However, you need to check the return for the period that matches your criteria to further filtering the funds. For "RICs" of funds, you can simply prefix "LP" to the Lipper ID (an 8-digit number) for that.

    Workspace (Eikon API, Eikon Excel API) cannot do fund screening, based on my understanding.


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