Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Aug 05, 2017

Monday Morning Memo: Review of the European ETF Market, H1-2017

The promoters of ETFs enjoyed high net inflows over the course of first half 2017. In combination with positive market performance the assets under management in the European ETF industry
Aug 02, 2017

The Month in Closed-End Funds: July 2017

For the month 97% of all CEFs posted NAV-based returns in the black, with 96% of equity CEFs and 98% of fixed income CEFs chalking up returns in the plus column.
Jul 30, 2017

Monday Morning Memo: 2017–New Records Ahead for the European Fund Industry?

Review of the Trends in the European Fund Industry H1-2017 Looking at the headline figures, first half 2017 set the stage for a new record year in the European fund
Jul 24, 2017

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q2 2017 Snapshot

As a result of Improving global macro- and micro-economic conditions pushing world equity funds to the top of the performance charts in Q2, the developed international markets funds macro-group witnessed the largest relative (+7.75%) and absolute (+$149.3 billion) increases in TNA for the quarter.
Jul 23, 2017

Monday Morning Memo: Diversification and Returns – Key Drivers of European Fund Flows in June 2017

European Fund-Flow Trends, June 2017 June was the sixth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.8 bn),
Jul 18, 2017

Dichotomy Between Equity ETF Flows and Conventional Fund Flows Widens in June

APs were net purchasers of all five equity-based ETF macro-classifications: World Equity ETFs (+$19.4 billion), USDE ETFs (+$6.9 billion), Sector Equity ETFs (+$5.5 billion), Mixed-Asset ETFs (+$233 million), and Alternatives ETFs (+$15 million).
Jul 17, 2017

Global Fund Market Statistics Report For June 2017 – Lipper Analysis

Key Highlights & Observations Fund Market Overall Assets under management in the global collective investment funds market grew US$239.4 billion (+0.6%) for June and stood at US$42.96 trillion at the
Jul 16, 2017

Monday Morning Memo: Review of the European ETF Market, June 2017

The promoters of exchange traded funds enjoyed net inflows for June. Despite these net inflows the assets under management in the European ETF industry (€577.8 bn) decreased for June, down
Jul 07, 2017

Bond Funds Post Gains for the Second Consecutive Quarter

  Second Quarter Highlights World Income Funds (+2.17%) outperformed all other macro-groups, paced by Emerging Markets Local Currency Debt Funds (+2.83%). General Domestic Taxable Fixed Income Funds gained 1.41% as
Jul 05, 2017

The Month in Closed-End Funds: June 2017

For the month 53% of all CEFs posted NAV-based returns in the black, with 73% of equity CEFs and only 37% of fixed income CEFs chalking up returns in the plus column.

About Lipper Research

Lipper's Global Research Team has nearly three centuries of collective fund industry experience, and provides unparalleled web and print based content and analysis to fund management firms, financial advisors, and individual investors. Our analysts span the globe, providing regional coverage of fund markets from 16 research centers worldwide. more


Lipper Fund Market Insight Reports provide in-depth summaries and analysis of key economic and market events that help shape both fixed income and equity fund performance trends. These monthly and quarterly reports allow you to view trends within the equity and fixed income fund universes, highlighted in detailed charts, graphs, and commentary.


Lipper Fund Flows Insight Reports provide you with critical monthly fund money flow trends and analysis. Fund managers and marketing analysts receive revealing information about which types of funds investors have been putting their money in and why. The reports also provide an important resource that can help market strategists, hedge fund managers, and all types of asset managers to project which asset classes, regions, sectors, and investment styles may potentially see the largets money inflows in coming months, depending on specific future market movements.


Lipper provides fund professionals and shareholder advocates comprehensive studies focusing on the issues affecting today's industry. These original studies contain classification benchmarks enabling readers to measure their funds against peers, along with expert commentary providing insights to help sell funds, identify product placements opportunities, remain competitive, and manage accounts.

View Overview Page For