Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
May 22, 2016

Monday Morning Memo: European Fund-Flow Trends, April 2016

Bonds are European investors’ darlings After a bumpy start to the year 2016 the European fund industry enjoyed a second month with net inflows (+€13.0 bn) into long-term mutual funds
May 12, 2016

U.S. FundFlows Insight Report: Fund Investors Embrace Fixed Income Funds in April

For the first month in three investors were net redeemers of fund assets, pulling out a net $35.7 billion from the conventional funds business (excluding ETFs) for April.
May 03, 2016

The Month in Closed-End Funds: April 2016

For the second consecutive month equity CEFs and fixed income CEFs on average witnessed plus-side performance on a NAV basis (+3.25% and +2.01%, respectively).
May 01, 2016

Monday Morning Memo: Review of the European Fund Market, First Quarter 2016

Detlef Glow, Thomson Reuters head of Lipper EMEA research, reviews the changes in assets under management and the fund flows in the European fund industry during the first quarter 2016.
Apr 27, 2016

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2016 Snapshot

Investors began 2016 on a nervous note, with concerns of stubbornly low oil and commodity prices, the strengthening U.S. dollar, and a possible recession and slowing global growth being ever present during the first half of the first quarter. However, the second half brought optimism, despite a deadly terror attack in Belgium in late March. Oil prices rose, the Federal Reserve took a more cautious approach to interest rate hikes, and the dollar experienced its largest quarterly decline since 2010. Total net assets (TNA) in the conventional funds business (not including exchange-traded products [ETPs] and variable insurance products [VIPs]) remained above the $15-trillion mark for Q1, rising $95.4 billion from Q4 2015.
Apr 24, 2016

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

Detlef Glow, Thomson Reuters Lipper's head of EMEA research, reviews the fund flows in the European ETF market during March 2016.
Apr 18, 2016

U.S. FundFlows Insight Report: World Equity Funds Fall Out of Favor in March

For the second month in a row investors were net purchasers of fund assets, although injecting only a net $2.0 billion into the conventional funds business (excluding ETFs) for March.
Apr 17, 2016

Monday Morning Memo: European Fund-Flow Trends, March 2016

European investors search for yield in bond sectors After two months of rough market conditions the European fund industry enjoyed net inflows of €13.6 bn into long-term mutual funds during
Apr 05, 2016

Dovish Fed Sends Bond Funds Flying Higher

When the Federal Reserve met March 15 and 16 and once again declined to raise interest rates (dot plots now show it plans to raise rates just twice in 2016,
Apr 04, 2016

The Month in Closed-End Funds: March 2016

For the month 98% of all CEFs posted NAV-based returns in the black, with 100% of equity CEFs and 97% of fixed income CEFs chalking up returns in the plus column.

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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