Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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

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 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 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.
Oct 03, 2016

Equity Funds Post for Q3 Their Fourth Consecutive Quarter of Plus-Side Returns

Hawkish statements from Federal Reserve officials in the following week, ahead of the September FOMC meeting, led to one of the worst one-day slides since the “Brexit” vote, reigniting Wall Street’s fears of an end to easy money.
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.

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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