Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Nov 17, 2019

Monday Morning Memo: Review of the European ETF Market, October 2019

October was another positive month for the European ETF industry, as the promoters of ETFs in Europe enjoyed above average inflows in October. These led, in combination with the positive
Nov 17, 2019

APs Remain Risk Seeking While Fund Investors Apply the Brakes in October

For the sixth month in a row, investors were net purchasers of mutual fund assets, injecting $56.9 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Nov 04, 2019

The Month in Closed-End Funds: October 2019

For the month, 61% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 79% of equity CEFs and only 46% of fixed income CEFs chalking up
Oct 27, 2019

Monday Morning Memo: European Fund Industry Review – September 30, 2019

The European fund industry enjoyed estimated net inflows of €199.9 bn over the course of the first three quarters of 2019. These inflows follow the first year with estimated net
Oct 20, 2019

Monday Morning Memo: European Fund-Flow Trends, September 2019

After strong outflows from equity funds in August, it appears quantitative easing by the European Central Bank (ECB) and the interest rate cut by the Federal Reserve have led European
Oct 17, 2019

Lipper U.S. Mutual Funds & ETPs Q3 2019 Snapshot

In this issue of Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations
Oct 15, 2019

APs Put Risk On While Fund Investors Remain Risk Averse in September

For the fifth month in a row, investors were net purchasers of mutual fund assets, injecting $57.1 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Oct 13, 2019

Monday Morning Memo: Review of the European ETF Market, September 2019

After outflows in August, the promoters of ETFs in Europe enjoyed above average inflows in September. These led, in combination with the positive performance of the underlying markets, to an
Oct 03, 2019

Bond Funds Appreciate for the Third Straight Quarter

Fixed income funds appreciated 1.24% on average for the third quarter and are up 7.11% for the year to date. Investment-grade corporate bond funds (+1.66%) posted the best returns among
Oct 02, 2019

Equity Funds Break Their Winning Streak in Q3 2019

U.S. investors pushed equity funds to their first negative quarterly performance in three as slowing global growth, trade disputes, and clashes between Democrats and Republicans led to increased market volatility

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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