Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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)
Jan 14, 2018

Monday Morning Memo: Review of the European ETF Market in 2017

The European ETF industry enjoyed further increasing popularity with all kinds of investors in 2017. This popularity was seen also in the development of the assets under management; assets held
Jan 01, 2018

Monday Morning Memo: Bond funds dominate European fund flows in November 2017

European Fund-Flow Trends, November 2017 November was the eleventh consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€18.0 bn),
Dec 17, 2017

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

The promoters of ETFs enjoyed net inflows for November. The assets under management in the European ETF industry (€627.1 bn) increased for November, up from €621.9 bn at the end
Nov 26, 2017

Monday Morning Memo: Equity funds: European Darlings for October 2017

European Fund-Flow Trends, October 2017 October was the tenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€17.8 bn),
Nov 06, 2017

New Constructs: Consumer Staples Sector 4Q17 – Best and Worst

The Consumer Staples sector ranks first out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Staples sector
Oct 29, 2017

Monday Morning Memo: Is the Route Set for New Records in the European Fund Industry?

Review of the European Fund Industry, Year to Date (Q3-2017) Looking at the headline figures, the first nine months of 2017 set the stage for a new record year in
Oct 22, 2017

Monday Morning Memo: European Investors Seek Returns and Diversification From International Bond Funds

European Fund-Flow Trends, September 2017 September was the ninth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€13.1 bn),
Oct 17, 2017

Global Fund Market Statistics Report – September 2017

  Key Highlights & Observations Please see attached for the latest Global Fund Market Statistics Report for September 2017 from Lipper. Please feel free to attribute any of the content
Oct 15, 2017

Review of the European ETF Market, September 2017

The promoters of ETFs in Europe enjoyed net inflows for September. The assets under management in the European ETF industry (€598.7 bn) increased for September, up from €581.6 bn at

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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