FundIndustry Insight Reports

Lipper FundIndustry Insight Reports provide timely summaries and analyses of key events and issues in the mutual fund industry. These periodic reports allow you to stay abreast of current industry trends and issues via commentary from Lipper analysts.

Search Result

101 Search Results.

1 -  10  of 101 « Previous 1 2 3 4  ... Next » 
Report Type |
Publish Date | Author Name
Report Name (click to expand)
Jan 27, 2015 | Tom Roseen

Lipper U.S. Mutual Funds and Exchange-Traded Products Q4 2014 Snapshot

In this inaugural issue of Lipper's U.S. Mutual Funds and Exchange-Traded Products Snapshot, we feature a summary of total net assets, estimated net flows, and new fund creations for conventional funds and exchange-traded products for Q4 2014, comparing those changes to prior quarters and highlighting the largest individual gainers and losers of both groups. Lipper's U.S. Mutual Funds and Exchange-Traded Products Snapshot provides readers a powerful, easy-to-use guide and quick reference tool to help them discern fund trends for the quarter.
Feb 10, 2014 | Tom Roseen, Andrew Clark

Exchange-Traded Notes-Definitions and Uses

Barclays launched the first exchanged-traded notes (ETNs) in July 2006 under the iPath brand. Those ETNs were Dow Jones–AIG Commodity Index Total Return ETN and S&P GSCI Total Return Index ETN. Since then, more than 300 ETNs have been created in the U.S. and Europe, and more are on the way. The acronym ETN has created some confusion and misunderstanding. Many retail investors seem to lump ETNs together with exchange-traded funds (ETFs). For example, some published reports suggest that inclusion of precious metals in a portfolio can be achieved using ETFs or ETNs; the reports don’t make any distinction between the two securities. This unfortunate co-categorization is understandable in light of the acronym similarities. But, while ETNs do share a few similarities with ETFs, they are very different from ETFs in a number of critical respects.In this paper we provide an introduction to ETNs. We define ETNs and discuss the trading of ETN shares and their tax treatment. We also make a case for the use of ETNs by retail and institutional investors.This paper combines three seperate articles that appeared on in October 2013.
Jul 09, 2013 | Ed Moisson

"Top of the FoFs"

This report examines the holdings of third party (or unfettered) funds of funds across Europe to see which are the most popular funds and fund companies. Broader context for the funds of funds industry is provided in the report, along with an overview of the changing size and shape of this industry in Europe over more than a decade.
Jun 17, 2013 | Tom Roseen, Jeff Tjornehoj

Lipper's Quick Guide to Fund Expenses

Each year, Lipper produces the “Lipper Quick Guide to Fund Expenses”. The report
for open-end (OE) funds consists of a table displaying the asset-weighted average
and average total expense ratios by load-type (front-end load/no-load, back-end
load/level-load, and institutional), fund type (actively managed funds, indexed
funds, exchange-traded funds, and funds of funds), and Lipper classification/
objective. The table provides a quick reference to total expense ratios and enables
the reader to compare them between different groupings.
Mar 22, 2013 | Matthew Lemieux, Ed Moisson

European Fund Market Review (2013)

Lipper's annual review of the European funds industry provides over 45 pages packed with sales and assets data on activity in different markets, as well as a look at which groups and products have prospered over the year. The report includes unique data on cross-border activity, as well as commentary on various issues that impact the industry over the near term and long term.

Jan 14, 2013 | Ed Moisson

Sector Averages: The Yo-Yo Effect

An examination of the average returns of IMA sectors in the UK over the past 30 years and assessing how the best and worst performing sectors have fared in subsequent years.

Oct 05, 2012 | Ed Moisson

Does the Winner Take it All?

Analysis of the concentration of flows into a small proportion of mutual funds in the European industry and exploration of the perception that this phenomenon has become more pronounced through the financial crisis. 

Sep 10, 2012 | Ed Moisson

Performance Fees: Paying Your Dues?

This report examines trends in the use of performance fees by open-ended funds in the UK since the ban on such fees was lifted in 2004. As a large proportion of funds with this fee structure are Absolute Return funds, the report also analyses the differences in historical returns and risk of such funds depending on the use of performance fees. 

Jul 02, 2012 | Ed Moisson

Balancing Business & Investor Interests

Lipper’s latest analysis of the European funds industry looks at the different pressures on fund management companies in balancing business and investor interests, with specific analysis of sales trends, fund costs and performance.

Jun 13, 2012 | Detlef Glow

Trends in the European ETF Industry

An overview of the European ETF industry, including analysis of a so-called 'Death List' of ETFs, in other words under review for profitability reasons by fund promoters. The high concentration of the industry can be seen with fewer than 50 ETFs (46) accounting for nearly 50% of industry assets (49.1%). 310 ETFs were launched in 2011.  In Q1 2012, 62 ETFs were launched - half in the equity space. 19 bond funds were launched in the first quarter, but these have gathered 63% of assets among new ETFs.

1 -  10  of 101 « Previous 1 2 3 4  ... Next »