Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jun 25, 2017

Monday Morning Memo: European investors seek returns in global bond funds

European Fund-Flow Trends, May 2017 May was the fifth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€26.5 bn),
Jun 21, 2017

Global Fund Market Statistics Report For May 2017 – Lipper Analysis

Key Highlights & Observations Fund Market Overall Assets under management in the global collective investment funds market grew US$775.8 billion (+1.9%) for May and stood at US$42.68 trillion at the
Jun 18, 2017

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

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for May. These net inflows led to increased assets under management in the European ETF industry (€578.1 bn) for May, up
Jun 15, 2017

Conventional Funds Take in Net New Money for May

For the sixteenth consecutive month ETFs attracted net new money, taking in $31.6 billion for May.
Jun 06, 2017

The Month in Closed-End Funds: May 2017

For the month 83% of all CEFs posted NAV-based returns in the black, with 66% of equity CEFs and 97% of fixed income CEFs chalking up returns in the plus column.
May 22, 2017

European investors chase yield in global bond sectors during April 2017

April was the fourth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.0 bn), followed by mixed-asset funds (+€8.4
May 22, 2017

CLO Portfolio Trading Snapshot – May 2017

Key Points: U.S. CLOs: The most widely purchased names in 1Q17 were Avolon Ltd., Change Healthcare Holdings LLC, and Team Health. The top three names sold were Transdigm, Community Health,
May 15, 2017

For April Conventional Funds Suffer the Largest Net Redemptions Since December 2016

For the fifteenth consecutive month ETFs attracted net new money, taking in $35.0 billion for April.
May 15, 2017

Global Fund Market Statistics For April: Lipper Analysis

Key Highlights & Observations Fund Market Overall Assets under management in the global collective investment funds market grew US$586.7 billion (+1.5%) for April and stood at US$39.88 trillion at the
May 14, 2017

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

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for April. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF

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.

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