Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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.
Aug 02, 2016

The Month in Closed-End Funds: July 2016

Equities started out the month with a bang, with the S&P 500 logging its strongest weekly return of the year.
Jul 31, 2016

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

Considering the rough market conditions during H1 2016 and the concerns about a possible “Brexit” vote in the United Kingdom, it was not surprising that the assets under management in the European mutual fund industry decreased from the record level
Jul 24, 2016

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q2 2016 Snapshot

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 Q2, rising $211 billion from Q1 2016.
Jul 24, 2016

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

Opposite to the overall fund industry in Europe and despite the increased volatility prior to the “Brexit” voting in the United Kingdom, the promoters of exchange-traded funds (ETFs) enjoyed net
Jul 18, 2016

U.S. FundFlows Insight Report: Fund Investors Stay Conservative in June, but APs Add Risk

For the third month in a row investors were net redeemers of fund assets, pulling out a net $6.2 billion from the conventional funds business (excluding ETFs) for June.
Jul 17, 2016

Monday Morning Memo: European investors switch to risk-off mode in June 2016

European Fund-Flow Trends, June 2016 European investors anticipated market turmoil from the “Brexit” vote in the United Kingdom during June; they sold equity (-€19.2 bn) and mixed-asset funds (-€4.0 bn),
Jul 07, 2016

Fixed Income Funds Post Gains Across the Board for a Second Consecutive Quarter

Following a strong Q1 2016 (+5.39%), Thomson Reuters Lipper’s General U.S. Treasury Funds classification posted a gain of 3.70% for Q2. High Yield Funds (+4.16%) posted the highest gain among

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.

View Overview Page For