Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Mar 26, 2017

Monday Morning Memo: Diversification is key for European investors

European Fund-Flow Trends, February 2017 After the negative flow numbers at the end of 2016, February 2017 was the second consecutive month showing a positive picture for long-term mutual funds.
Mar 19, 2017

Monday Morning Memo: Review of the European ETF Market, February 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for February. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF
Mar 16, 2017

Fund Investors Are Net Purchasers for February—for the First Month in Six

For the thirteenth consecutive month ETFs attracted net new money, taking in $45.9 billion for February. For the ninth consecutive month authorized participants (APs) were net purchasers of stock & mixed-asset ETFs—injecting $33.6 billion for February. And for the twentieth month in a row they were net purchasers of bond ETFs—injecting $12.4 billion for the month.
Mar 15, 2017

Global Fund Market Statistics Report for February

Fund Market Overall Assets under management in the global collective investment funds market grew US$727.3 billion (+1.9%) for February and stood at US$38.78 trillion at the end of the month.
Mar 05, 2017

The Month in Closed-End Funds: February 2017

For the fourth consecutive month equity CEFs on average witnessed plus-side returns on a NAV basis and a market basis (+2.06% and +2.67%, respectively). And for the third month in a row their fixed income CEF counterparts chalked up returns in the black, rising 1.18% and 0.83%, respectively, for February.
Feb 27, 2017

Global Fund Market Statistics Report for January

Fund Market Overall Assets under management in the global collective investment funds market grew US$901.0 billion (+2.4%) for January and stood at US$38.0 trillion at the end of the month.
Feb 26, 2017

Monday Morning Memo: European investors favor international securities in January

European Fund-Flow Trends, January 2017 After the negative flow numbers at the end of 2016, January 2017 showed a positive picture for long-term mutual funds. European fund promoters enjoyed net
Feb 19, 2017

Monday Morning Memo: Review of the European ETF Market, January 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for January. These net inflows, in spite of negative market impacts, led to increased assets under management in the European ETF
Feb 15, 2017

Conventional Fund Investors Remain Cautious in January

Authorized participants remained risk seeking for the month. For the twelfth consecutive month ETFs attracted net new money, taking in $41.2 billion for January.
Feb 05, 2017

Monday Morning Memo: 2016–A year of changing market dynamics?

Looking at the headline figures, the year 2016 could be considered a good year for the European fund industry, since the assets under management (+€9.4 tr) hit an all-time high

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 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 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 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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