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How to retrieve data for entire fund universe?

Hi

I would like to retrieve historic data such as total net assets and returns on the entire universe of mutual funds, ideally with Python. Is this possible and if so what is the ideal way (e.g., eikon or refinitiv dataplaform)?

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@ErikM , The Eikon API only supports fund data retrieval by asset ID. It does not support bulk download for all data. Your requirements sounds like you want to download the entire Lipper funds database. This is not supported. The Lipper Global Data Feed (LGDF) service maybe provide the data closer to your needs. Please talk to your a/c manager for details. If you are staff of Refinitiv or LESG, please talk to the Lipper Products team.

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@b.lee, would it make a difference if it was not the entire funds database but a subsample such as all funds for a certain country or do I understand correctly that retrieval is only possible for single asset IDs?

@ErikM , The differences is not significant for Eikon API, because you still need to access the data fund by fund that require you maintain a list of asset IDs. Basically, Eikon API is only designed for getting data for a specific fund rather than designed for bulk data download. Your usage is better serviced by data feed type of service rather than API. The RDP Funds API do support fund screening and filtering so it will be easier for downloading some specific data for a "universe" of funds such as funds domiciled on certain market. So it will be easier than Eikon API. However, due to the size of the data, especially if you need historical data, RDP Funds API is also not designed for bulk data download. I suggest you to request a discussion with client specialist via your a/c manager to understand it better. Just in case your a/c manager do not found a good contact for this, tell them try to contact Lipper product team to support.

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