Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jun 18, 2019

Fund Investors Turn Risk Averse In May

For the first month in three, investors were net purchasers of mutual fund assets, injecting $82.6 billion into the conventional funds business (excluding ETFs, which are reviewed in the section
Jun 09, 2019

The Month in Closed-End Funds: May 2019

For the month, 43% of all CEFs posted NAV-based returns in the black, with only 14% of equity CEFs and 65% of fixed income CEFs chalking up returns in the
May 26, 2019

Monday Morning Memo: European Investors shy away from mutual funds in April

The negative fund flows trend in Europe continued in April as the securities markets showed a volatile, but positive, trend. As a consequence, April was the twelfth month in a
May 15, 2019

Despite Steepening Yield Curve, Investors Embrace Bond Funds in April

For the second consecutive month, investors were net redeemers of mutual fund assets, withdrawing $4.0 billion from the conventional funds business (excluding ETFs, which are reviewed in the section below)
May 12, 2019

Monday Morning Memo: Review of the European ETF Market, April 2019

The promoters of ETFs in Europe enjoyed net inflows for April. These inflows led, in combination with a positive performance of the underlying markets, to increased assets under management in
May 02, 2019

The Month in Closed-End Funds: April 2019

For the month, 89% of all CEFs posted NAV-based returns in the black, with 79% of equity CEFs and 95% of fixed income CEFs chalking up returns in the plus
Apr 28, 2019

Monday Morning Memo: European Fund Industry Review Q1 2019

The European fund industry faced estimated net outflows of €58.3 bn in Q1 2019. These outflows came after the first year with estimated net outflows since 2012. The flows were
Apr 21, 2019

Monday Morning Memo: European Investors hunting yield in the bond market

The negative trend with regard to fund flows in Europe continued in March even as the securities markets rebounded. As a consequence, March was the eleventh month in a row
Apr 16, 2019

Lipper U.S. Mutual Funds & ETPs Q1 2019 Snapshot

In this issue of Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations
Apr 15, 2019

For Q1, Fund Investors and APs Pad the Coffers of Fixed Income Funds and ETFs

For the first month in three, investors were net redeemers of mutual fund assets, withdrawing $7.4 billion from the conventional funds business (excluding ETFs, which are reviewed in the section

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 mutual 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 mutual 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 mutual 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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