Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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.
Jun 02, 2016

The Month in Closed-End Funds: May 2016

For the third consecutive month both equity CEFs and fixed income CEFs on average witnessed plus-side performance on a NAV basis (+0.97% and +0.73%, respectively).
May 29, 2016

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

Detlef Glow, Lipper's head of EMEA Research, analyze the flows in the European ETF segment during April 2016.
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.

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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