Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Dec 05, 2018

The Month in Closed-End Funds: November 2018

While worries about slowing global growth, global trade, and declining oil prices kept investors on edge, a strong nonfarm payrolls report, dovish comments by Federal Reserve Board members, and upbeat comments by U.S. officials about the then upcoming G-20 summit meeting pushed U.S. stocks into positive territory for the month.
Nov 25, 2018

Monday Morning Memo: European Investors sell-off Long-Term Mutual Funds in October

European investors pulled further away from long-term mutual funds as the market environment and general sentiment remained negative. As a consequence October was the sixth month in a row posting
Nov 18, 2018

Slowing Growth and Interest Rate Fears Weigh on Fund and ETF Investors in October

Investors turned their backs on international issues in October. For the third month in four investors were net redeemers of World Equity Funds, withdrawing $7.5 billion for October.
Nov 04, 2018

The Month in Closed-End Funds: October 2018

For the month of October the Treasury curve shifted up, with yields rising at both the short end and the long end of the curve.
Oct 28, 2018

Monday Morning Memo: Rough market conditions take their toll on mutual fund flows in Europe

Looking at the headline figures, the first nine months of 2018 seem to have been rough for the European fund industry. Even though the assets under management (AUM) (€10.7 tr)
Oct 21, 2018

Monday Morning Memo: European Fund-Flow Trends September 2018

European investors pulled further away from long-term mutual funds as the market environment and general sentiment stayed negative. As a consequence September was the fifth month in a row posting
Oct 18, 2018

Lipper U.S. Mutual Funds & ETPs Q3 2018 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
Oct 15, 2018

Fund Investors Sour on Equity Funds in September, but APs Remain Confident

For the first month in three investors were net redeemers of mutual fund assets, withdrawing $31.2 billion from the conventional funds business (excluding ETFs) for September. Despite the Federal Reserve’s
Oct 03, 2018

Bond Funds Post a Quarterly Increase for the First Time in 2018

  Fixed income funds posted a positive return of 0.38% on average for Q3 2018 after being underwater for Q2 (-0.25%) and Q1 (-0.56%). The general domestic taxable fixed income
Oct 02, 2018

The Month in Closed-End Funds: September 2018

For the first month in five the municipal debt CEFs macro-group posted a return in the red (-0.89%). All the classifications in the group witnessed losses for September.

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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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