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Lipper average
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Lipper average : ウィキペディア英語版
Lipper average
Lipper Average also known as Lipper Index are a series of indices produced by Lipper, a subsidiary of Thomson Reuters, that establish benchmarks to measure the performance of a portfolio, or of various mutual funds and exchange-traded funds.〔( "Lipper Indexes", ''Investopedia''. )〕〔( "Lipper Mutual Fund Industry Average", ''Financial Dictionary''. )〕 They allow an investor, a portfolio manager, or an institutional investor to compare the performance of his/her investment portfolio against other, similar investments. Historical trends, strengths and weaknesses can be evaluated.
Each index consists of the 30 largest mutual funds for each category. Investments are grouped by sector, industry, country, and market capitalization. Lipper indices enable anyone to benchmark a portfolio against other competitors, rather than against passive indices. The Wall Street Journal and Barron's carry some of the information supplied by Lipper Analytical Services on a regular basis.〔( "Mutual funds", ''Encyclopedia of Business and Finance, e-Notes.'' )〕
==See also==

* Valuation
* Valuation using multiples

抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)
ウィキペディアで「Lipper average」の詳細全文を読む



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