Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Nov 13, 2016

Monday Morning Memo: The number of European funds decreases in spite of increasing assets under management

The chart below breaks down the European fund market by asset class as of the end of Q3 2016. Equity funds dominated the scene with a market share of 37%
Nov 02, 2016

The Month in Closed-End Funds: October 2016

For the first month in eight both equity CEFs and fixed income CEFs on average witnessed negative returns on a NAV basis (-1.91% and -0.56%, respectively).
Oct 30, 2016

Monday Morning Memo: European investors favored emerging markets during Q3-2016

The assets under management in the European fund industry stood at €9.0 tr at the end of third quarter 2016. Equities were the largest peer group with regard to the
Oct 23, 2016

Monday Morning Memo: Emerging markets are European investors’ darlings

European Fund-Flow Trends, September 2016 September showed a positive picture for the European fund industry, since equity funds (-€0.1 bn) were the only asset type that faced net outflows in
Oct 23, 2016

Thomson Reuters Lipper U.S. Mutual Funds & ETFs Q3 2016 Snapshot

Despite concerns over an imminent Federal Reserve rate hike and uncertainty over the upcoming U.S. presidential election, total net assets (TNA) in the conventional funds business (excluding ETPs and VIPs)
Oct 18, 2016

U.S. Fund Investors and APs Give a Cold Shoulder to World Equity Funds in September

For the twenty-first consecutive month the mixed-asset target date funds subgroup attracted net new money, taking in slightly more than $5.9 billion for September.
Oct 18, 2016

Global Fund Market Statistics Report for September: Thomson Reuters Lipper Analysis

Fund Market Overall Assets under management in the global collective investment funds market grew US$167.6 billion (+0.5%) for September and stood at US$37.40 trillion at the end of the month.
Oct 16, 2016

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

Negative market impacts led—in spite of net inflows—to lower assets under management in the European ETF industry (€480.1 bn for September, down from €480.4 bn at the end of August). The decrease of €0.3 bn for September was mainly driven by negative market impacts (-€2.4 bn), while net sales contributed a positive €2.1 bn to the assets under management in the ETF segment
Oct 05, 2016

Fixed Income Funds Slow Down in the Third Quarter

Treasury funds slipped during the third quarter, with only the funds in Thomson Reuters Lipper’s Inflation-Protected Bond Funds classification posting a gain (+1.17%). High Yield Funds (+4.65%) posted the highest
Oct 04, 2016

The Month in Closed-End Funds: September 2016

Fixed income CEFs (-0.36%) posted their first negative market-based return in ten months.

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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