Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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
May 02, 2017

The Month in Closed-End Funds: April 2017

For the month 91% of all CEFs posted NAV-based returns in the black, with 81% of equity CEFs and 99% of fixed income CEFs chalking up returns in the plus column.
May 01, 2017

Monday Morning Memo: Will 2017 be a record year for the European fund industry?

European Fund Industry Review Q1-2017 Looking at the headline figures, the first quarter of 2017 could be considered a good quarter for the European fund industry, since the assets under
Apr 23, 2017

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2017 Snapshot

A surge in out-of-favor international issues, upbeat Chinese export data, and a rally in Indian stocks during Q1 pushed world equity issues to the top of the performance charts, with the emerging markets funds macro-group witnessing the largest relative increase (+12.47%) in TNA and the developed international markets funds macro-group experiencing the largest absolute increase in TNA (+$138.3 billion) for the quarter.
Apr 23, 2017

Monday Morning Memo: Bond funds dominate fund sales in Europe

European Fund-Flow Trends, March 2017 After the negative flow numbers at the end of 2016, March 2017 was the third consecutive month showing a positive picture for long-term mutual funds.
Apr 19, 2017

Global Fund Market Statistics For March: Lipper Analysis

Fund Market Overall Assets under management in the global collective investment funds market grew US$392.3 billion (+1.0%) for March and stood at US$39.23 trillion at the end of the month.

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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