Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Apr 17, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot

Shrugging off the trade-war rhetoric, investors further propped up international markets in Q1, keeping world equity issues at the top of the performance charts (although only to the tune of 0.11% on average). The developed international markets funds macro-group once again witnessed the largest absolute increase (+$27.4 billion) in TNA, rising 1.18% to $2.3 trillion.
Apr 04, 2018

Bond Fund Prices Fall in Q1

Fixed income funds retreated 0.56% on average for Q1 2018, a dip of 1 percentage point from their positive 0.46% return for Q4 2017. While all five of Lipper’s fund
Apr 02, 2018

Equity Funds Post for Q1 2018 the First Decline in Ten Quarters

Hobbled by fears of trade wars, the staff changes in the White House, a breach of trust by Facebook, and inflation woes, investors pushed the broad-based market indices to their
Mar 25, 2018

Monday Morning Memo: ETFs Were the Driver Behind Fund Flows in Europe

European Fund Flow Trends, February 2018 February was the fourteenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€16.1
Mar 18, 2018

Monday Morning Memo: Review of the European ETF Market, February 2018

The promoters of ETFs in Europe enjoyed net inflows for February. The assets under management in the European ETF industry (€648.3 bn) increased for February, up from €647.2 bn at
Mar 15, 2018

Fund Investors and APs Are Net Redeemers of Equity Funds and ETFs for February

ETFs witness net outflows for the first month in 25.
Mar 05, 2018

The Month in Closed-End Funds: February 2018

For the month only 8% of all CEFs posted NAV-based returns in the black, with 3% of equity CEFs and 12% of fixed income CEFs chalking up returns in the
Feb 25, 2018

Monday Morning Memo: European Investors Show Increased Appetite for Risk in January 2018

Despite some disruptions in fund distribution coming from the introduction of MiFID II on January 8, 2018, January was the thirteenth consecutive month showing a positive picture for long-term mutual
Feb 18, 2018

Monday Morning Memo: Review of the European ETF Market, January 2018

The promoters of ETFs enjoyed for January the highest monthly net inflows ever. The assets under management in the European ETF industry (€652.9 bn) increased for January, up from €632.5
Feb 05, 2018

The Month in Closed-End Funds: January 2018

For January the median discount of all CEFs widened 174 bps to 7.58%—wider than the 12-month moving average median discount (5.61%).

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.

View Overview Page For