Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jun 17, 2018

Monday Morning Memo: Review of the European ETF Market, May 2018

The promoters of ETFs in Europe enjoyed net inflows for May, which in combination with a generally positive market environment, led to increasing assets under management in the European ETF
May 27, 2018

Monday Morning Memo: European Investors Continue in “Risk-on” Mode

Even though the market environment turned negative, April was the sixteenth consecutive month showing a positive picture for long-term mutual fund flows. European fund promoters enjoyed net inflows into mixed-asset
May 20, 2018

Monday Morning Memo: Review of the European ETF Market, April 2018

The promoters of ETFs in Europe enjoyed net inflows for April, and the assets under management in the European ETF industry increased, up to €651.9 bn at the end of
Apr 29, 2018

Monday Morning Memo: Are European fund investors in “risk-on” mode?

Looking at the headline figures, first quarter 2018 could be considered a business-as-usual quarter for the European fund industry, since the assets under management (+€10.5 tr) hit a new all-time
Apr 22, 2018

Monday Morning Memo: March 2018: European Investors Favor Equity Funds Despite Increased Volatility

European Fund-Flow Trends, March 2018 Even though the market environment turned negative, March was the fifteenth consecutive month showing a positive picture for long-term mutual fund flows. European fund promoters
Apr 17, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot

Shrugging off the trade-war rhetoric, investors further propped up international markets in Q1, keeping world equity issues at the top of the performance charts (although only to the tune of 0.11% on average). The developed international markets funds macro-group once again witnessed the largest absolute increase (+$27.4 billion) in TNA, rising 1.18% to $2.3 trillion.
Apr 04, 2018

Bond Fund Prices Fall in Q1

Fixed income funds retreated 0.56% on average for Q1 2018, a dip of 1 percentage point from their positive 0.46% return for Q4 2017. While all five of Lipper’s fund
Apr 02, 2018

Equity Funds Post for Q1 2018 the First Decline in Ten Quarters

Hobbled by fears of trade wars, the staff changes in the White House, a breach of trust by Facebook, and inflation woes, investors pushed the broad-based market indices to their
Mar 25, 2018

Monday Morning Memo: ETFs Were the Driver Behind Fund Flows in Europe

European Fund Flow Trends, February 2018 February was the fourteenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€16.1
Mar 18, 2018

Monday Morning Memo: Review of the European ETF Market, February 2018

The promoters of ETFs in Europe enjoyed net inflows for February. The assets under management in the European ETF industry (€648.3 bn) increased for February, up from €647.2 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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