Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Sep 25, 2016

Monday Morning Memo Review of the European ETF Market, August 2016

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for August in a prospering market environment. Increasing markets lifted the assets under management in the European ETF industry from €473.5
Sep 20, 2016

Fund Investors Prefer Fixed Income in August, but APs Keep the Equity Pedal to the Metal

While some income-oriented assets remained in play, once again authorized participants (APs) were more willing to put on risk for the month than was the average retail investor.
Sep 19, 2016

Global Fund Market Statistics Report for August

Fund Market Overall Assets under management in the global collective investment funds market grew US$130.9 billion (+0.4%) for August and stood at US$37.2 trillion at the end of the month.
Sep 18, 2016

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

August showed a positive picture for the European fund industry, since only funds from the “other” category   (-€0.6 bn) faced net outflows during the month. On the other side of
Sep 05, 2016

The Month in Closed-End Funds: August 2016

For the month 82% of all CEFs posted NAV-based returns in the black, with 65% of equity CEFs and 96% of fixed income CEFs chalking up returns in the plus column.
Aug 28, 2016

Fund Investors Duck for Cover in July, but APs Continue to Seek Risk

While some safe-haven assets remained in play, once again authorized participants (APs) were more willing to put on risk for the month than was the average retail investor. For the sixth consecutive month ETFs attracted net new money, taking in $48.3 billion for July.
Aug 28, 2016

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

The chart below breaks down the European fund market by asset class as of the end of Q2 2016. Equity funds dominated the scene with a market share of 37%
Aug 21, 2016

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

European investors chase yield despite market risks Even though the general flow trends may have led to the assumption that European investors stayed cautious in July after the “Brexit” vote
Aug 14, 2016

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

The promoters of exchange-traded funds (ETFs) enjoyed healthy net inflows for July in a prospering market environment. Increasing markets lifted the assets under management in the European ETF industry from
Aug 07, 2016

Global Fund Market Statistics for June: Thomson Reuters Lipper Analysis

Assets under management in the global collective investment funds market grew US$188.8 billion (+0.5%) for June and stood at US$36.2 trillion at the end of the month.

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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