Refinitiv Eikon/Lipper or Morningstar Fund Comparison

I need a seasoned financial analyst who can dive into Refinitiv Eikon/Lipper or Morningstar direct and deliver a clear, data-driven comparison of several funds I will specify. The assignment centers on fund comparison, so I’m looking for insight into asset allocation, sector and geographic exposure, historical returns, volatility, fees, and how each fund stacks up against its benchmark.

The core work should be done un Refinitiv Eikon/Lipper or Morningstar Direct.

What I’ll provide:
• A list of criteria/data fields

What I expect back:
• An Excel workbook with the requested fund data

Acceptance criteria:
• All numbers reconcile with Refinitiv Eikon/Lipper or Morningstar as of the stated valuation date
• Methodology for calculations (e.g., performance and risk metrics) is clearly documented

If you have the expertise and access to Refinitiv eikon/Lipper or Morningstart direct, we’d love to work with you.