Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Mar 17, 2019

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

The promoters of ETFs in Europe enjoyed net inflows for February. These inflows led, in combination with a positive performance of the underlying markets, to increased assets under management in
Mar 17, 2019

APs Embrace Equity ETFs in February, While Fund Investors Turn Risk-Averse

For the second month in a row, investors were net purchasers of mutual fund assets, injecting $64.4 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Mar 05, 2019

The Month in Closed-End Funds: February 2019

For the month, 93% of all CEFs posted NAV-based returns in the black, with 88% of equity CEFs and 98% of fixed income CEFs chalking up returns in the plus
Feb 24, 2019

Monday Morning Memo: European Investors Shy Further Away From Mutual Funds in January 2019

The negative trend with regard to fund flows in Europe continued in January, even as the securities markets showed a rebound. As a consequence, January was the ninth month in
Feb 19, 2019

Mutual Funds Attract Net New Money in January, While ETFs Suffer Net Redemptions

For the second month in three, investors were net purchasers of mutual fund assets, injecting $36.9 billion into the conventional funds business (excluding ETFs, which are reviewed in the section
Feb 17, 2019

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

The promoters of ETFs in Europe enjoyed net inflows for January. These inflows led, in combination with a positive performance of the underlying markets, to increased assets under management in
Feb 10, 2019

Monday Morning Memo: Review of the European ETF Market – 2018

The year 2018 was a tough year for the European fund industry. Despite headwinds from the markets and outflows from their actively managed peers, the promoters of ETFs in Europe
Feb 04, 2019

The Month in Closed-End Funds: January 2019

Nine of the ten top-performing equity CEFs were housed in the Energy MLP CEFs classification.
Feb 03, 2019

Monday Morning Memo: Review 2018-Rough Markets took their Toll on the European Fund Industry

The European fund industry faced estimated net outflows of €129.2 bn in 2018 after six consecutive years with net inflows. The flows were mainly driven by the discussions about a
Jan 27, 2019

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

After unexpectedly high outflows in October and November, European investors pulled further away from long-term mutual funds in December as the market environment and general sentiment remained negative. As a

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.

View Overview Page For