Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Sep 23, 2018

Review of the European ETF Market, August 2018

The promoters of ETFs in Europe enjoyed net inflows for August. These inflows led—in spite of a negative market environment—to increasing assets under management in the European ETF industry. In
Sep 18, 2018

Fund Investors and APs Embrace Fixed Income Funds and ETFs in August

For the second consecutive month investors were net purchasers of mutual fund assets, injecting $7.5 billion into the conventional funds business (excluding ETFs) for August. Also for the second month
Sep 05, 2018

The Month in Closed-End Funds: August 2018

While investors were searching for yield during the month, they gave a cold shoulder to world bond CEFs.
Aug 26, 2018

Monday Morning Memo: European Fund-Flow Trends, July 2018

European investors pulled back further from long-term mutual funds as the market environment and general sentiment stayed negative. As a consequence, July was the third month posting net outflows from
Aug 19, 2018

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

The promoters of ETFs in Europe enjoyed net inflows for July. These inflows—in combination with a positive market environment—led to increasing assets under management in the European ETF industry. In
Aug 15, 2018

Fund Investors and APs Shun World Equity Funds and ETFs in July

For the third consecutive month USDE Funds witnessed net outflows (-$15.0 billion for July).
Aug 02, 2018

The Month in Closed-End Funds: July 2018

The world income CEFs macro-group benefitted from the strong performance of Emerging Markets Debt CEFs (+3.95%, June’s fixed income universe laggard) and Global Income CEFs (+1.47%).
Jul 29, 2018

Monday Morning Memo: Have European fund investors started to change their asset allocation?

Looking at the headline figures, first half 2018 could be considered a business-as-usual period for the European fund industry, since the assets under management (+€10.7 tr) increased in the first
Jul 22, 2018

Monday Morning Memo: European Fund-Flow Trends June 2018 – Negative market sentiment takes a toll on mutual funds

European investors pulled back further from long-term mutual funds as the market environment and general sentiment turned negative. As a consequence, June was the second month posting net outflows from
Jul 18, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q2 2018 Snapshot

The emerging markets funds macro-group witnessed the largest relative (-8.11%) and absolute declines in TNA under management, dropping $33.7 billion for the quarter to $381.8 billion on June 30.

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 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 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 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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