Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Aug 18, 2019

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

The promoters of ETFs in Europe enjoyed net inflows for July. These led, in combination with the positive performance of the underlying markets, to an increase in assets under management
Aug 13, 2019

Arabian Fund Market Summary H1 2019

The fund industry in the Arabian markets (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates) enjoyed overall estimated net inflows of $2.5 bn in H1 2019. These
Aug 13, 2019

Conventional Equity Funds Witness Outflows in July, While Equity ETFs Attract Net New Money

For the third month in a row, investors were net purchasers of mutual fund assets, injecting $90.4 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Aug 06, 2019

South African Fund Market Summary H1 2019

The South African fund industry enjoyed estimated net inflows of $4.8 bn in H1 2019. These inflows occurred in a volatile but positive market environment driven by discussions about a
Aug 04, 2019

The Month in Closed-End Funds: July 2019

For the month, 81% of all closed-end funds (CEFs) posted net asset value (NAV)-based returns in the black, with 61% of equity CEFs and 97% of fixed income CEFs chalking
Jul 28, 2019

Monday Morning Memo: European Fund Industry Review H1 2019

The European fund industry enjoyed estimated net inflows of €41.3 bn in H1 2019. These inflows follow the first year with estimated net outflows since 2011. These inflows occurred in
Jul 17, 2019

Lipper U.S. Mutual Funds & ETPs Q2 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
Jul 16, 2019

Fund Investors Remain Cautious in June, But Not APs

For the second month in a row, investors were net purchasers of mutual fund assets, injecting $20.3 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Jul 04, 2019

Fixed Income Funds Carry Their Momentum Through Q2

Fixed income funds gained 2.33% on average in Q2. All of the fixed income macro groups posted gains for the quarter paced by World Income Funds (+3.40%). Emerging Markets Local
Jul 02, 2019

The Month in Closed-End Funds: June 2019

For the month, 95% of all closed-end funds posted NAV-based returns in the black, with 97% of equity CEFs and 94% of fixed income CEFs chalking up returns in the

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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