Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jul 18, 2016

U.S. FundFlows Insight Report: Fund Investors Stay Conservative in June, but APs Add Risk

For the third month in a row investors were net redeemers of fund assets, pulling out a net $6.2 billion from the conventional funds business (excluding ETFs) for June.
Jul 17, 2016

Monday Morning Memo: European investors switch to risk-off mode in June 2016

European Fund-Flow Trends, June 2016 European investors anticipated market turmoil from the “Brexit” vote in the United Kingdom during June; they sold equity (-€19.2 bn) and mixed-asset funds (-€4.0 bn),
Jul 07, 2016

Fixed Income Funds Post Gains Across the Board for a Second Consecutive Quarter

Following a strong Q1 2016 (+5.39%), Thomson Reuters Lipper’s General U.S. Treasury Funds classification posted a gain of 3.70% for Q2. High Yield Funds (+4.16%) posted the highest gain among
Jul 05, 2016

The Month in Closed-End Funds: June 2016

For the fourth consecutive month both equity CEFs and fixed income CEFs on average witnessed plus-side performance on a NAV basis (+1.77% and +1.90%, respectively).
Jul 05, 2016

Despite the Brexit Vote, Equity Funds Post a Plus-Side Return for Q2

For the quarter 74 of Lipper’s 96 equity and mixed-equity fund classifications posted positive returns. For the second consecutive quarter the Sector Equity Funds macro-classification (+6.56%) outpaced the other three broad equity groupings.
Jun 26, 2016

Monday Morning Memo: Review of the European ETF Market, May 2016

After a rough start for the year 2016 the assets under management in the European exchange-traded fund (ETF) industry recovered during April (+€8.1 bn) and May (+€9.0 bn) to €454.6
Jun 23, 2016

Fund Investors Remain Focused on Fixed Income Funds in May

Some investors became a little skittish in May, focusing on the upcoming Brexit vote and slowing global growth concerns, preferring to stay on the sidelines or search for safe-haven assets.
Jun 19, 2016

Monday Morning Memo: Fund Flows May 2016: European investors shy away from equities

European Fund-Flow Trends, May 2016 The European fund industry enjoyed for May the third consecutive month with net inflows (+€1.3 bn) into long-term mutual funds. With regard to the overall
Jun 07, 2016

Fondsmarkt Deutschland: Fondsschließungen, – Fusionen und -Neuauflagen Q1 2016

Zusammensetzung des Deutschen Fondsmarktes Das Kuchendiagramm zeigt die Verteilung der in Deutschland zum öffentlichen Vertrieb zugelassenen Publikumsfonds nach Anlagekategorien. Das größte Segment sind  Aktienfonds mit einem Marktanteil von  44%. In
Jun 05, 2016

Launches, Liquidations, and Mergers in the European Mutual Fund Industry, Q1 2016

Detlef Glow, Lipper's head of EMEA research, reviews the activity of the European mutual fund industry with regards to fund launches, mergers and liquidations over the course of Q1 2016.

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.

View Overview Page For