Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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.
Jul 15, 2018

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

The promoters of ETFs in Europe enjoyed net inflows for June. However, these inflows were not enough to offset the negative market impacts. As a result the assets under management
Jul 05, 2018

Bond Fund Prices Fall for the Second Straight Quarter

Fixed income funds lost ground for the second consecutive quarter, with a return of minus 0.25% on average for Q2 2018 after retreating 0.56% for Q1. The albatross weighing the
Jun 24, 2018

European Fund-Flow Trends: May 2018 – A grim month for long-term mutual funds

European investors pulled back from long-term mutual funds as the market environment and the general sentiment turned negative. As a consequence, May was the first month posting net outflows from
Jun 17, 2018

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

The promoters of ETFs in Europe enjoyed net inflows for May, which in combination with a generally positive market environment, led to increasing assets under management in the European ETF
May 27, 2018

Monday Morning Memo: European Investors Continue in “Risk-on” Mode

Even though the market environment turned negative, April was the sixteenth consecutive month showing a positive picture for long-term mutual fund flows. European fund promoters enjoyed net inflows into mixed-asset
May 20, 2018

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

The promoters of ETFs in Europe enjoyed net inflows for April, and the assets under management in the European ETF industry increased, up to €651.9 bn at the end of
Apr 29, 2018

Monday Morning Memo: Are European fund investors in “risk-on” mode?

Looking at the headline figures, first quarter 2018 could be considered a business-as-usual quarter for the European fund industry, since the assets under management (+€10.5 tr) hit a new all-time

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 mutual 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 mutual 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 mutual 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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