Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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
Sep 05, 2017

The Month in Closed-End Funds: August 2017

For August the median discount of all CEFs widened 50 bps to 4.96%—still better than the 12-month moving average discount (5.98%).
Aug 27, 2017

Monday Morning Memo: European Investors Look Globally for Yield

European Fund-Flow Trends, July 2017 July was the seventh consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€19.1 bn),
Aug 20, 2017

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

The promoters of ETFs enjoyed net inflows for July. Backed by the net inflows, the assets under management in the European ETF industry (€582.2 bn) increased for July, up from
Aug 15, 2017

Conventional Fund Investors Favor World Equity Funds in July

For the eighteenth consecutive month ETFs attracted net new money, taking in $25.7 billion for July.
Aug 15, 2017

Global Fund Market Statistics Report -July 2017

Key Highlights & Observations Fund Market Overall Assets under management in the global collective investment funds market grew US$1,124.5 billion (+2.6%) for July and stood at US$44.42 trillion at the
Aug 05, 2017

Monday Morning Memo: Review of the European ETF Market, H1-2017

The promoters of ETFs enjoyed high net inflows over the course of first half 2017. In combination with positive market performance the assets under management in the European ETF industry
Aug 02, 2017

The Month in Closed-End Funds: July 2017

For the month 97% of all CEFs posted NAV-based returns in the black, with 96% of equity CEFs and 98% of fixed income CEFs chalking up returns in the plus column.
Jul 30, 2017

Monday Morning Memo: 2017–New Records Ahead for the European Fund Industry?

Review of the Trends in the European Fund Industry H1-2017 Looking at the headline figures, first half 2017 set the stage for a new record year in the European fund

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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