Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Apr 23, 2017

Monday Morning Memo: Bond funds dominate fund sales in Europe

European Fund-Flow Trends, March 2017 After the negative flow numbers at the end of 2016, March 2017 was the third consecutive month showing a positive picture for long-term mutual funds.
Apr 23, 2017

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2017 Snapshot

A surge in out-of-favor international issues, upbeat Chinese export data, and a rally in Indian stocks during Q1 pushed world equity issues to the top of the performance charts, with the emerging markets funds macro-group witnessing the largest relative increase (+12.47%) in TNA and the developed international markets funds macro-group experiencing the largest absolute increase in TNA (+$138.3 billion) for the quarter.
Apr 19, 2017

Global Fund Market Statistics For March: Lipper Analysis

Fund Market Overall Assets under management in the global collective investment funds market grew US$392.3 billion (+1.0%) for March and stood at US$39.23 trillion at the end of the month.
Apr 17, 2017

Fund Investors Take a Step Back in March—Redeeming $5.9 Billion

For the fourteenth consecutive month ETFs attracted net new money, taking in $46.6 billion for March. For the tenth consecutive month authorized participants (APs) were net purchasers of stock & mixed-asset ETFs—injecting $38.4 billion for March. And for the twenty-first month in a row they were net purchasers of bond ETFs—injecting $8.1 billion.
Apr 17, 2017

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

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for March. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF
Apr 05, 2017

Bond Funds Bounce Back in Q1

First Quarter Highlights World Income Funds (+3.66%) outperformed all other macro-groups, thanks to Emerging Markets Debt Funds. General Domestic Taxable Bond Funds gained 1.74% for the quarter on the strength
Apr 04, 2017

The Month in Closed-End Funds: March 2017

On the last trading day of the month investors took their collective foot off the pedal after learning that the PCE deflator topped 2% for February for the first time since 2012.
Apr 03, 2017

U.S. Equity Funds Post Their Sixth Consecutive Quarter of Positive Returns

For the quarter 82 of Lipper’s 96 equity and mixed-equity fund classifications posted positive returns. For the second quarter in three the World Equity Funds macro-classification (+8.70%) outpaced Lipper’s other three broad equity groupings.
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

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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