Refinitiv Eikon/Lipper or Morningstar Fund Comparison

@Tanmoy236

Greeting! I’m an expert financial analyst specialising in fund research and performance comparison. With over 9 years of experience using Refinitiv Eikon, Lipper, and Morningstar Direct, I deliver precise, data-driven insights that help investors make informed decisions. Here's how I can help: * Extract and reconcile fund data across asset allocation, sector/geographic exposure, returns, volatility, and fees * Compare each fund against its benchmark with clear performance analysis * Document methodology for all calculations and metrics * Deliver a structured Excel workbook ready for review and further analysis Could you share the list of funds and the specific valuation date you want me to use for this comparison?

@snehamehta525

Hello, Greetings of the day! I have a vast experience of working in Advanced Excel and I have completed many projects based on Advanced Excel. I have read your requirements and I can complete your project within time frame with proper and efficient work. I am a full time Freelancer and available to start your project immediately. I have an experience of below skills • Changing Raw Data into Presentable Data which can be easily under stood. • Use of Advanced Excel Formula • Data, Power Query, Tables & Formatting • Conditional Formatting • Advanced Charting • Pivot Tables & Pivot Reporting • VBA & Macros • Data Analysis • Anova analysis in Excel • Statistic & Modeling using Excel • Forecasting & Trend Analysis & many more …. I am ready to work on a Sample file also if required. Please initiate the chat so that we can discuss more about project and start the project. Thanks & Regards Sneh

@mobimubasir

My name is Mubashar, a highly experienced web engineer and software designer skilled in the very tools you require - Refinitiv Eikon/Lipper and Morningstar Direct. With over a decade's worth of proficiency in data analysis and advanced Excel, I am confident in my ability to deliver a comprehensive and accurate comparison of the funds you specify. Let's connect and collaborate on this project for an exceptional experience!

@TheSecondSource

Warm greetings, delivering a precise fund comparison requires both expertise and access to Refinitiv Eikon/Lipper or Morningstar Direct. We are a team of 62 professionals with over 9 years of experience in financial analysis, investment research, and portfolio data reporting. Here's how we can help: * Pull and organize fund data per your criteria: asset allocation, sector/geography exposure, historical returns, volatility, fees, benchmark comparisons * Provide a fully reconciled Excel workbook reflecting numbers as of the stated valuation date * Document methodology for all performance and risk metrics clearly for transparency and auditability * Ensure consistency, accuracy, and professional presentation of all findings Could you provide the list of funds and the exact valuation date so we can begin the data extraction promptly?

@emilesd617

Hi, I am a developer and data analyst with over 8 years of experience working with structured financial datasets and reporting systems. I am familiar with Excel, financial data analysis, portfolio comparison, and structured data modeling. For this project, the most important point is building a clear and accurate comparison framework across the selected funds. Using Refinitiv Eikon/Lipper or Morningstar data, I will organize asset allocation, sector/geographic exposure, performance history, volatility, and fee structure into a clean Excel model. The workbook will also include documented calculation steps so the methodology is transparent and easy to verify. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Excel, Financial Analysis, Investment Research, Data Analysis, Financial Modeling, Portfolio Management and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@qualityxenter

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter

@AZTURK1

Hi there, I will extract fund-level data from Refinitiv Eikon/Lipper or Morningstar Direct and deliver a reconciled, methodology-backed Excel workbook showing asset allocation, sector/geography exposure, returns, volatility and fees , I have production experience producing reconciled fund comparisons and finance-ready Excel reports. - Deliverable: Excel workbook with requested fund fields (asset allocation, sector/geography exposure, historical returns, volatility, fees) reconciled to Refinitiv Eikon/Lipper or Morningstar Direct as of your valuation date - Deliverable: Benchmark comparison sheet and time-series performance charts with calculated metrics (annualized returns, Sharpe, drawdown) - Deliverable: Methodology & calculation notes (how returns/risk/fees were computed) and a data reconciliation checklist - Risk/control: Staged validation against source (Eikon/Lipper or Morningstar), reconciliation notes, and rollback corrections if discrepancies found Skills: ✅ Data Analysis ✅ Morningstar Direct / Refinitiv Eikon (Lipper) ✅ Financial Modeling & Excel (pivot, formulas, time-series) ✅ Benchmarking & portfolio classification (allocation mapping, currency handling) ✅ Reconciliation, validation, and documentation (methodology, audit trail) Certificates: ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 I’m available to start immediately; Which valuation date should I use for all funds, and do you prefer Refinitiv Eikon/Lipper or Morningstar Direct a

@lovish1729

Hello, I have strong experience in fund analysis and investment research, with hands-on expertise in Refinitiv Eikon/Lipper and Morningstar Direct. I can extract and reconcile the requested data as of the specified valuation date and deliver a structured Excel workbook covering asset allocation, sector and geographic exposure, historical performance, risk metrics, fees, and benchmark comparison. All calculations (returns, volatility, ratios, tracking error, etc.) will be clearly documented to ensure transparency and reproducibility. The final output will be clean, accurate, and suitable for professional or investment committee use. I look forward to working with you.

@ihsan191

Hi there, I understand your need for a seasoned financial analyst to conduct a detailed fund comparison using Refinitiv Eikon/Lipper or Morningstar Direct. With my expertise in financial analysis and access to these platforms, I am well-equipped to deliver the insightful data-driven comparison you seek. My experience includes analyzing asset allocation, sector exposure, historical returns, volatility, and fees to provide comprehensive reports that enable informed decision-making. I have a proven track record of delivering accurate and detailed analyses that align with industry standards. To address your requirements, I propose a meticulous approach that involves thorough research on each specified fund, utilizing the functionalities of Refinitiv Eikon/Lipper or Morningstar Direct to gather and analyze the data. I will ensure all calculations are accurately documented and reconcile with the platforms' data as of the specified valuation date. By the end of the project, you can expect a comprehensive Excel workbook containing the requested fund data, along with a clear methodology outlining the calculations for performance and risk metrics. I am confident in my ability to meet and exceed your expectations for this project. If you are looking for a dedicated professional who can provide you with the detailed fund comparison you need, I am ready to collaborate with you. Ihsan Faridi