Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Dec 04, 2017

The Month in Closed-End Funds: November 2017

For the month 48% of all CEFs posted NAV-based returns in the black, with 71% of equity CEFs and only 30% of fixed income CEFs chalking up returns in the plus column.
Nov 26, 2017

Monday Morning Memo: Equity funds: European Darlings for October 2017

European Fund-Flow Trends, October 2017 October was the tenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€17.8 bn),
Nov 19, 2017

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

The promoters of ETFs enjoyed net inflows for October. The assets under management in the European ETF industry (€621.9 bn) increased for October, up from €600.9 bn at the end
Nov 15, 2017

Estimated Net Flows Into ETFs Eclipse Those Into Conventional Funds for October

Despite a bumpy start to October, the U.S. broad-based indices finished the month on a positive note as Q3 2017 earnings season brought good cheer.
Nov 06, 2017

New Constructs: Consumer Staples Sector 4Q17 – Best and Worst

The Consumer Staples sector ranks first out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Staples sector
Nov 02, 2017

The Month in Closed-End Funds: October 2017

Municipal debt CEFs’ median discount witnessed the largest widening in the CEFs universe, 222 bps to 5.49%, while the world equity CEFs macro-group witnessed the smallest widening of discounts—5 bps to 9.35%.
Oct 29, 2017

Monday Morning Memo: Is the Route Set for New Records in the European Fund Industry?

Review of the European Fund Industry, Year to Date (Q3-2017) Looking at the headline figures, the first nine months of 2017 set the stage for a new record year in
Oct 22, 2017

Monday Morning Memo: European Investors Seek Returns and Diversification From International Bond Funds

European Fund-Flow Trends, September 2017 September was the ninth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€13.1 bn),
Oct 18, 2017

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q3 2017 Snapshot

The world sector equity ETPs macro-group experienced the largest relative increase (+12.60%) in TNA for Q3, while the developed international markets ETPs macro-group once again witnessed the largest absolute increase in TNA (+$38.1 billion) for Q3.
Oct 17, 2017

Global Fund Market Statistics Report – September 2017

  Key Highlights & Observations Please see attached for the latest Global Fund Market Statistics Report for September 2017 from Thomson Reuters Lipper. Please feel free to attribute any of

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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 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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