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Return RICs based on their return and Lipper Category
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.…
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Lipper for Investment Management - Mutual funds with missing Asset Universe
Hi, I have downloaded data from around 30 countries and noticed that many funds (more than 30,000) are missing their Asset Universe information Here are the Lipper IDs of some of these funds: 402350604023506140209231402092394020924240209238402092494020925640209257402092514003959940039600 Is there an alternative way to…
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APIで取得するデータ定義の確認
平素より大変お世話になっております。 Refinitiv Lipper Funds APIを利用してデータを取得させて頂いているのですが、下記内容についてご回答お願いできますでしょうか。 お手数おかけしますが、よろしくお願いします。 Q1 ・騰落率（1・3年） ・シャープレシオ（1・3年） について、期限（始点～終点）の基準となる営業日（終点）は正確にはいつか？ Q2 ・騰落率（1・3年） ・シャープレシオ（1・3年） について、期間は営業日数ベースではなくカレンダーベースという理解で良いか？ Q3 ・騰落率（1・3年） ・シャープレシオ（1・3年）…
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Pulling Lipper fund holdings for a large list of RIC instruments using Eikon API (python)
Hello, I need to pull Lipper fud holdings for a list of more than 4000 RIC Instrument. I am using the code copied below, but i get Expected timeout error. Is it possible to pull these data with only one code? df0, err = ek.get_data(RIC_list0, ['TR.FundHoldingRIC','TR.FundHoldingName',…
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How to link Lipper API to Power BI using Python?
What we do is get the output from the API, save as csv files, then use those files in Power BI. It is taking a bit of time to load though. Can you recommend a better approach to link the API to Power BI?
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Does RDP Fund API provide a capability to retrieve time series daily TNA data?
Does RDP Fund API provide a capability to retrieve time series daily TNA data? I confirmed that I can retrieve daily NAV via the API as follows but couldn't find out the way to retrieve TNA daily data.. REQUEST import requests url =…
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Screening for Article 6, 8 and 9 funds
Hello folks, I would like to know how to screen for UCITs and AIFMD funds and whether these funds are Article 6, 8 or 9 under SFDR regulation using python API. Your help would be muh appreciated! Ebtehal
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Getting data from Lipper fund using Eikon API
I have a list of Lipper fund IDs and I'm trying to get data for those funds. Since it's a long list, I'm using Eikon API to get the data. The Python codes look like this: import eikon as ek import os import pandas as pd ek.set_app_key('xxxxxxx') # import the fund list df = pd.read_csv('fund_list.csv') fund_list =…
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Inconsistent lipper classifications
I have noticed inconsistencies in the global lipper classifications between the refinitiv documentation and the datascope select rest api. Documentation In the documentation https://www.refinitiv.com/content/dam/marketing/en_us/documents/methodology/lipper-global-fund-classification-methodology.pdf I see on page 11 that…
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issue when requesting holdings for the fund LU0855227368. Internal Server Error Occured
I have issue only when requesting this particular fund LU0855227368 its related to lipper api https://api.refinitiv.com/data/funds/v1/assets {'request': '80005475-0000-f400-b63f-84710c7967bb#PRD2-205', 'date': '2022-10-10T15:00', 'code': '500', 'status': 'Internal Server Error Occured', 'message': 'Invalid currency:…
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In Refinitiv Data Platform, is collected allocations endpoint limited to top 10 elements? Can I c...
...hange that? This endpoint for example https://api.refinitiv.com/data/funds/v1/assets/ISIN:IE00B03HD209?properties=CollectedAllocations retrieves top 10 results for each allocation. My client needs more than 10. Are we limited for some reason? Is there a way to change that?
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Are there any ways to retrieve fund data using its Japan ITA code or retrieve Lipper ID from its ...
...Japan ITA code via RDP Lipper Fund API? Are there any ways to retrieve fund data using its Japan ITA code or retrieve Lipper ID from its Japan ITA code via RDP Lipper Fund API? If its's the case, can you please give me a sample code for that?
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For Equity funds in Lipper Funds API: Is it possible to extract the percentages of Style: Growth,...
... Value and Core; and the percentages of Market Cap: Giant, Large, Mid and Micro? For Equity funds in Lipper Funds API: Is it possible to extract the percentages of Style: Growth, Value and Core; and the percentages of Market Cap: Giant, Large, Mid and Micro? If yes, kindly provide sample syntax/endpoint.
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DSS REST API - Lipper Fund - TNC.Total Net Assets - truncated value
Hi, Is there a way when performing a Scheduled Extraction getting the extracted data back in JSON rather than as a text (csv stream), either through some sort of 'coercing' or if there's an endpoint specifically to get the same output from the extraction in a JSON format, if DSS supports either of these 2 options? For…
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Lipper API - Token Errors
Hi, we receive different token errors when we want to extract data via API from Lipper: Token Error 400, Token Error 401, Token Error 403 Could you please explain what these errors mean? In all cases we get no data.
