Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jan 21, 2018

Monday Morning Memo: Mixed-Asset Funds Are Back on European Investors’ Menus in December 2017

December was the twelfth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into mixed-asset funds (+€8.7 bn), followed by bond funds (+€7.6
Jan 18, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q4 2017 Snapshot

Global GDP growth, strong corporate earnings, and a synchronized recovery further propped up international markets in Q4, keeping world equity issues at the top of the performance charts; the developed international markets funds macro-group witnessed the largest absolute increase (+$102.4 billion) in TNA for Q4, rising 4.64% to $2.3 trillion.
Jan 16, 2018

Equity ETFs Extend Winning Streak to 19 Months, While Equity Mutual Funds Suffer a Tenth Month of Net Redemptions

Despite strengthening commodities prices during the month, the Sector Equity Funds macro-classification continued to lose favor among investors.
Jan 14, 2018

Monday Morning Memo: Review of the European ETF Market in 2017

The European ETF industry enjoyed further increasing popularity with all kinds of investors in 2017. This popularity was seen also in the development of the assets under management; assets held
Jan 04, 2018

Fourth Quarter 2017 FundMarket Insight Report: Fixed Income Funds Close Out a Strong Year on a Solid Note

Fourth Quarter Highlights World Income Funds (+0.69%) outperformed all other Thomson Reuters Lipper macro-classifications, led by the Emerging Markets Hard Currency Debt Funds classification (+0.74%). The General Domestic Taxable Fixed
Jan 03, 2018

The Month in Closed-End Funds: December 2017

The act appeared to have an immediate and positive impact on some energy MLP CEFs structured as C-corporations, lowering the partnerships’ deferred tax liability contingency, which prior to the tax reform was being withheld at a 35% rate and now would be withheld at only a 21% rate. That gave those funds an immediate boost to their returns (see the last two excerpts in the Corporate Actions section of this paper).
Jan 02, 2018

Equity Funds Post for Q4 2017 a Ninth Consecutive Quarter of Plus-Side Returns

For 2017 World Equity Funds (+28.53%) posted the strongest return of the equity macro-classifications, with India Region Funds and China Region Funds posting the strongest classification returns of the year, returning 44.04% and 43.89%, respectively.
Jan 01, 2018

Monday Morning Memo: Bond funds dominate European fund flows in November 2017

European Fund-Flow Trends, November 2017 November was the eleventh consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€18.0 bn),
Dec 17, 2017

APs Continue to Embrace Equities, While Conventional Fund Investors Are Content to Sit on the Sidelines for November

For the twenty-second consecutive month ETFs attracted net new money, taking in $35.3 billion for November.
Dec 17, 2017

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

The promoters of ETFs enjoyed net inflows for November. The assets under management in the European ETF industry (€627.1 bn) increased for November, up from €621.9 bn at the end

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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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