Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jun 20, 2022

Everything Flows: Working for the Yankee Dollar

USD assets were the flavour of the month, whether cash, equity, or fixed income, as investors sought to take advantage of rate differentials and the US’ safe-haven status.   Asset
Jun 19, 2022

Monday Morning Memo: European Fund Flow Trends, May 2022

It was not surprising that May 2022 was in general a negative month for the European fund industry given the geopolitical situation in Europe, the still ongoing COVID-19 pandemic, disrupted
Jun 14, 2022

Investors Turn to ETFs and Give a Cold Shoulder to Conventional Funds in May

Investors were net redeemers of mutual fund assets for the fifth month in a row, redeeming $129.6 billion from the conventional funds business (excluding ETFs, which are reviewed in the
Jun 06, 2022

The Month in Closed-End Funds: May 2022

For the month, 52% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 40% of equity CEFs and 62% of fixed income CEFs chalking up returns
May 22, 2022

Monday Morning Memo: European Fund Flow Trends, April 2022

It was not surprising that April 2022 was in general a negative month for the European fund industry given the geopolitical situation in Europe, the still ongoing COVID-19 pandemic, disrupted
May 18, 2022

Everything Flows: Equities Incoming?

  Asset Class View Money market funds experienced the largest moves in April, with outflows of £7.8bn, reversing the previous month’s £4.8bn inflows. Negative sentiment drove £3bn of equity fund
May 17, 2022

Arabian Fund Market Summary – Review 2021

The fund industry in the Arabian markets (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates) enjoyed overall estimated net inflows of $2.0 bn over the course of
May 16, 2022

Investors Sour on Domestic Equity ETFs and Conventional Funds in April

Investors were net redeemers of mutual fund assets for the fourth month in a row, redeeming $159.7 billion from the conventional funds business (excluding ETFs, which are reviewed in the
May 08, 2022

Monday Morning Memo: Let’s Talk About ESG – Assets Under Management and Flow Trends, Q1 2022

It was not surprising that Q1 2022 was in general a negative quarter for the European fund industry given the geopolitical situation in Europe, the still ongoing COVID-19 pandemic, and
May 04, 2022

The Month in Closed-End Funds: April 2022

For the month, only 9% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 11% of equity CEFs and just 8% of fixed income CEFs chalking

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.

View Overview Page For