Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Feb 10, 2019

Monday Morning Memo: Review of the European ETF Market – 2018

The year 2018 was a tough year for the European fund industry. Despite headwinds from the markets and outflows from their actively managed peers, the promoters of ETFs in Europe
Feb 04, 2019

The Month in Closed-End Funds: January 2019

Nine of the ten top-performing equity CEFs were housed in the Energy MLP CEFs classification.
Feb 03, 2019

Monday Morning Memo: Review 2018-Rough Markets took their Toll on the European Fund Industry

The European fund industry faced estimated net outflows of €129.2 bn in 2018 after six consecutive years with net inflows. The flows were mainly driven by the discussions about a
Jan 27, 2019

Monday Morning Memo: European Fund-Flow Trends, December 2018

After unexpectedly high outflows in October and November, European investors pulled further away from long-term mutual funds in December as the market environment and general sentiment remained negative. As a
Jan 21, 2019

Lipper U.S. Mutual Funds & ETPs Q4 2018 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
Jan 17, 2019

Review of the European ETF Market, December 2018

The promoters of ETFs in Europe enjoyed net inflows for December. Nevertheless, the assets under management in the European ETF industry decreased as the inflows were not able to offset
Jan 17, 2019

Mutual Fund Investors Duck for Cover, While APs Keep the Pedal to the Metal in December

For the third month in four, investors were net sellers of mutual fund assets, withdrawing $94.9 billion from the conventional funds business (excluding ETFs) for December. Investors shrugged off a
Jan 06, 2019

Below Investment-Grade Debt Weighs Down Bond Funds in Q4

Overall fixed income funds retreated 0.33% in Q4. The general domestic taxable bond fund group (-2.70%) was responsible for the majority of the losses. Below investment-grade debt fund peer groups
Jan 03, 2019

The Month in Closed-End Funds: December 2018

For the month, 35% of all CEFs posted NAV-based returns in the black, with only 7% of equity CEFs and 56% of fixed income CEFs chalking up returns in the
Jan 02, 2019

Equity Funds Suffer Their Worst Quarterly Return Since Q2 2011

U.S. investors ducked for cover—pushing equity funds to their first quarterly loss in three—while evaluating the implications of a government shutdown, tighter U.S. monetary policy, declining global growth, and uncertain

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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