Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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
Oct 16, 2017

Conventional Fund Investors Remain Cautious in September, While APs Turn on the Afterburners

For the sixteenth consecutive month authorized participants (APs) were net purchasers of stock & mixed-asset ETFs—injecting $17.2 billion. And for the twenty-seventh month in a row they were net purchasers of bond ETFs—injecting $11.3 billion for September.
Oct 15, 2017

Review of the European ETF Market, September 2017

The promoters of ETFs in Europe enjoyed net inflows for September. The assets under management in the European ETF industry (€598.7 bn) increased for September, up from €581.6 bn at
Oct 04, 2017

World Income Funds Lead the Gains in the Fixed Income Sector

  Fixed income funds continued to prosper in Q3 2017, with the group posting a positive return of 1.11% on average. This solid performance was uniform across the fixed income
Oct 03, 2017

The Month in Closed-End Funds: September 2017

As a result of strengthening crude oil prices and other select commodities prices, the Natural Resources CEFs classification (+4.95%) jumped to the top of the equity charts for the first month in 41.
Oct 02, 2017

Equity Funds’ Q3 Return Remains Positive on Average for an Eighth Consecutive Quarter

For the quarter 92 of Lipper’s 96 equity and mixed-equity fund classifications posted positive returns.
Sep 24, 2017

Monday Morning Memo: European Investors Shy Away From Equities over August 2017

European Fund-Flow Trends, August 2017 August was the eighth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.3 bn),
Sep 18, 2017

Conventional Fund Investors Seek Safe Havens in August, While APs Are Opportunistic

For the nineteenth consecutive month ETFs attracted net new money, taking in $28.5 billion for August.
Sep 17, 2017

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

The promoters of ETFs enjoyed net inflows for August. The assets under management in the European ETF industry (€582.6 bn) increased for August, up from €581.1 bn at the end

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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