http://www.lipperweb.com/Commentary/Webcasts.aspxOur Webcasts are quarterly reviews of equity and fixed income funds performance. We have a remote television studio in our Denver offices and studio access in London for creating seamless televised segments. en-US℗ & © 2009 THOMSON REUTERS . All rights reserved.lipperclientservices@thomsonreuters.comBusinessInvestinghttp://www.lipperweb.com/img/lipper_webcast_icon.jpghttp://www.lipperweb.com/Commentary/Webcasts.aspxAvailable for commentary and interviews.Lipper,Thomson Reuters.Our Webcasts are quarterly reviews of equity and fixed income funds performance. We have a remote television studio in our Denver offices and studio access in London for creating seamless televised segments. Lipper,Thomson Reuters.lipperclientservices@thomsonreuters.com2013,Q1,WebEx Presentation,estimated net sales,flows,fund research,matthew lemieux,mutual funds,fixed income funds,fund performance,jeff tjornehoj,equity fundsCleanhttp://alt.lipperweb.com/presentation/w/Lipper-Q1-2013-Fund-Flows-Review.mp4http://www.lipperweb.com/Commentary/lipper-2013-q1-preliminary-u-s-fund-flows-review-webex-replay.aspxlipperclientservices@thomsonreuters.comMatthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $118.0 billion, with taxable bond funds taking in $55.5 billion of the total. Investors finally seemed to break through their post-recession malaise for stock funds and they poured over $90.0 billion into U.S. based equity products. Exchange-traded funds (ETFs) continued to draw assets, posting $50.4 billion for the same period. Municipal bond funds added $9.5 billion to their accounts as investors pulled cash from money market funds (-$98.5 billion) to feed their demand for riskier assets. Wed, 10 Apr 2013 00:00:00 -0600Matthew LemieuxLipper 2013 Q1 Preliminary U.S. Fund Flows Review WebEx ReplayMatthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $118.0 billion, with taxable bond funds taking in $55.5 billion of the total. Investors finally seemed to break through their post-recession malaise for stock funds and they poured over $90.0 billion into U.S. based equity products. Exchange-traded funds (ETFs) continued to draw assets, posting $50.4 billion for the same period. Municipal bond funds added $9.5 billion to their accounts as investors pulled cash from money market funds (-$98.5 billion) to feed their demand for riskier assets. 0:25:252013,Q1,WebEx Presentation,estimated net sales,flows,fund research,matthew lemieux,mutual fundshttp://alt.lipperweb.com/presentation/w/Lipper-Q1-2013-Fixed-Income-Funds-Review.mp4http://www.lipperweb.com/Commentary/lipper-2013-q1-fixed-income-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comWorries over the short-term health of the Eurozone brought on by the Cyprus banking crisis briefly sent investors back to Treasuries, and the sudden 21-basis-point hike in the ten-year note (to 2.07%) at the start of March was erased over the rest of the month. Although General US Treasury Funds lost 0.80% on the quarter, most of that loss was felt in January (-1.71%) when equities surged and "The Great Rotation" was supposedly afoot. Meanwhile, corporate bond investors sent Lipper's High Yield Funds classification near the top of the performance table as investors pursued more "risk-on" strategies in U.S. bonds throughout the quarter and sent that group up 2.74%. Wed, 10 Apr 2013 00:00:00 -0600Jeff TjornehojLipper 2013 Q1 Fixed Income Mutual Fund Performance Review WebEx ReplayWorries over the short-term health of the Eurozone brought on by the Cyprus banking crisis briefly sent investors back to Treasuries, and the sudden 21-basis-point hike in the ten-year note (to 2.07%) at the start of March was erased over the rest of the month. Although General US Treasury Funds lost 0.80% on the quarter, most of that loss was felt in January (-1.71%) when equities surged and "The Great Rotation" was supposedly afoot. Meanwhile, corporate bond investors sent Lipper's High Yield Funds classification near the top of the performance table as investors pursued more "risk-on" strategies in U.S. bonds throughout the quarter and sent that group up 2.74%. 0:14:562013,Q1,fixed income funds,fund performance,fund research,jeff tjornehoj,mutual fundshttp://alt.lipperweb.com/presentation/w/Lipper-Q1-2013-Equity-Funds-Review.mp4http://www.lipperweb.com/Commentary/lipper-2013-q1-equity-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comInvestors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook. Wed, 10 Apr 2013 00:00:00 -0600Tom RoseenLipper 2013 Q1 Equity Mutual Fund Performance Review WebEx ReplayInvestors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook. 0:20:222013,Q1,WebEx Presentation,equity funds,fund performance,fund research,mutual funds,tom roseenhttp://alt.lipperweb.com/presentation/w/Lipper-Q4-2012-Fund-Flows-Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q4-preliminary-u-s-fund-flows-review-webex-replay.aspxlipperclientservices@thomsonreuters.comMatthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $200.0 billion, with taxable bond funds taking in $61.8 billion of the total. Although U.S. diversified equity mutual funds continued to provide strong returns, they once again ended the quarter in the red for flows as the group reported net redemptions of $28.3 billion. Exchange-traded products continued to draw assets, posting $40.8 billion for the same period. Municipal bond funds added $5.8 billion to their accounts as money market funds (+$143.1 billion) made up the lion's share of net inflows for the quarter. Wed, 09 Jan 2013 00:00:00 -0700Matthew LemieuxLipper 2012 Q4 Preliminary U.S. Fund Flows Review WebEx ReplayMatthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $200.0 billion, with taxable bond funds taking in $61.8 billion of the total. Although U.S. diversified equity mutual funds continued to provide strong returns, they once again ended the quarter in the red for flows as the group reported net redemptions of $28.3 billion. Exchange-traded products continued to draw assets, posting $40.8 billion for the same period. Municipal bond funds added $5.8 billion to their accounts as money market funds (+$143.1 billion) made up the lion's share of net inflows for the quarter. 0:21:54WebEx Presentation,estimated net sales,flows,fund flows,fund research,matthew lemieux,mutual fundshttp://alt.lipperweb.com/presentation/w/Lipper-Q4-2012-Fixed-Income-Funds-Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q4-fixed-income-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comJeff Tjornehoj reviews fourth quarter performance figures for fixed income mutual funds as well as the developments and trends that shaped them.Wed, 09 Jan 2013 00:00:00 -0700Jeff TjornehojLipper 2012 Q4 Fixed Income Mutual Fund Performance Review WebEx ReplayJeff Tjornehoj reviews fourth quarter performance figures for fixed income mutual funds as well as the developments and trends that shaped them.0:20:62012,fixed income,fund performance,fund research,jeff tjornehoj,mutual funds,webex replayhttp://alt.lipperweb.com/presentation/w/Lipper-Q4-2012-Equity-Funds-Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q4-equity-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comIn this WebEx replay, Tom Roseen discusses the trends and events that shaped equity fund returns in Q4 and 2012. Despite the persistent market pessimism and the best efforts by our elected officials to derail the economy, fund investors benefitted in 2012 by generally going against the grain and trusting (selectively) in equity funds. For the year the average equity fund returned a robust 14.51%. Wed, 09 Jan 2013 00:00:00 -0700Tom RoseenLipper 2012 Q4 Equity Mutual Fund Performance Review WebEx ReplayIn this WebEx replay, Tom Roseen discusses the trends and events that shaped equity fund returns in Q4 and 2012. Despite the persistent market pessimism and the best efforts by our elected officials to derail the economy, fund investors benefitted in 2012 by generally going against the grain and trusting (selectively) in equity funds. For the year the average equity fund returned a robust 14.51%. 0:20:332012,Q4,equity,fund performance,mutual funds,tom roseen,webex replayhttp://alt.lipperweb.com/presentation/p/FFIR-20121114-JT.mp4http://www.lipperweb.com/Commentary/lipper-weekly-u-s-fund-flows-video-series-november-14-2012.aspxlipperclientservices@thomsonreuters.comLipper's Head of Americas Research Jeff Tjornehoj discusses the week's flows events for mutual funds and ETFs.Fri, 16 Nov 2012 00:00:00 -0700Jeff TjornehojLipper Weekly U.S. Fund Flows Video Series - November 14, 2012Lipper's Head of Americas Research Jeff Tjornehoj discusses the week's flows events for mutual funds and ETFs.0:6:48 bonds, estimated sales, money market, munis,mutualhttp://alt.lipperweb.com/presentation/w/Mein-Geld-TV-Anlageberatung-2012.mp4http://www.lipperweb.com/Commentary/mein-geld-tv-roundtable-die-naechste-generation-der-anlageberatung.aspxlipperclientservices@thomsonreuters.comNoch nie hat die Finanzindustrie einen derartigen Veränderungsprozess durchlebt. Noch sind die endgültigen Auswirkungen der neuen Regulierungen und aufsichtsrechtlichen Vorgaben für Finanzdienstleister nicht vollstaendig absehbar. Dennoch ist schon heute klar zu erkennen, dass die Anforderungen, die Finanzdienstleister zukuenftig bei der Anlageberatung beruecksichtigen muessen, sich deutlich verschaerfen werden. Isabelle Hägewald (Mein Geld) diskutiert mit ausgewaehlten Teilnehmern aus Wissenschaft, Wirtschaft und der Finanzbranche über die Herausforderungen, denen sich Anlageberater in der Zukunft stellen muessen, um ihre Kunden erfolgreich beraten zu koennen. Teilnehmer: Andree Breuer, Geschaeftsfuehrer der Andree Breuer GmbH Prof. Dr. Stefan May, Professor für Finanzmarktanalyse und Portfoliomanagement und wissenschaftlicher Leiter des ikf - Institut für Kapitalmarktforschung und Finanzmarketing GmbH Christoph Kanzler, Leiter der Niederlassung Deutschland der Dimensional Fund Advisors Ltd Frank Rottenbacher, Vorstand der GOING PUBLIC! Akademie für Finanzberatung AG Detlef Glow, Leiter der Fondsanalyse für Europa, den mittleren Osten und Afrika bei Lipper, einer Tochtergesellschaft von Thomson Reuters Thu, 11 Oct 2012 00:00:00 -0600Detlef GlowMein Geld TV Roundtable – Die naechste Generation der AnlageberatungNoch nie hat die Finanzindustrie einen derartigen Veränderungsprozess durchlebt. Noch sind die endgültigen Auswirkungen der neuen Regulierungen und aufsichtsrechtlichen Vorgaben für Finanzdienstleister nicht vollstaendig absehbar. Dennoch ist schon heute klar zu erkennen, dass die Anforderungen, die Finanzdienstleister zukuenftig bei der Anlageberatung beruecksichtigen muessen, sich deutlich verschaerfen werden. Isabelle Hägewald (Mein Geld) diskutiert mit ausgewaehlten Teilnehmern aus Wissenschaft, Wirtschaft und der Finanzbranche über die Herausforderungen, denen sich Anlageberater in der Zukunft stellen muessen, um ihre Kunden erfolgreich beraten zu koennen. Teilnehmer: Andree Breuer, Geschaeftsfuehrer der Andree Breuer GmbH Prof. Dr. Stefan May, Professor für Finanzmarktanalyse und Portfoliomanagement und wissenschaftlicher Leiter des ikf - Institut für Kapitalmarktforschung und Finanzmarketing GmbH Christoph Kanzler, Leiter der Niederlassung Deutschland der Dimensional Fund Advisors Ltd Frank Rottenbacher, Vorstand der GOING PUBLIC! Akademie für Finanzberatung AG Detlef Glow, Leiter der Fondsanalyse für Europa, den mittleren Osten und Afrika bei Lipper, einer Tochtergesellschaft von Thomson Reuters 0:17:45Anlageberatung,Mein Geld TVhttp://alt.lipperweb.com/presentation/w/Lipper_2012_Q3_Preliminary_Fund_Flows_Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q3-preliminary-u-s-fund-flows-review-webex-replay.aspxlipperclientservices@thomsonreuters.comMatthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $101.9 billion, bolstered heavily by taxable fixed income funds (+$70.8 billion). Despite strong returns and a general increase in investor sentiment, U.S. diversified equity funds continued to bleed assets as the group reported net redemptions of $39.5 billion. Exchange-traded products continued to draw assets, posting $52.1 billion for the same period. Municipal bond funds added $31.6 billion to their accounts as money market funds (+$23.9 billion) also reported net inflows for the quarter.Tue, 09 Oct 2012 00:00:00 -0600Matthew LemieuxLipper 2012 Q3 Preliminary U.S. Fund Flows Review WebEx ReplayMatthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $101.9 billion, bolstered heavily by taxable fixed income funds (+$70.8 billion). Despite strong returns and a general increase in investor sentiment, U.S. diversified equity funds continued to bleed assets as the group reported net redemptions of $39.5 billion. Exchange-traded products continued to draw assets, posting $52.1 billion for the same period. Municipal bond funds added $31.6 billion to their accounts as money market funds (+$23.9 billion) also reported net inflows for the quarter.0:23:462012,Q3,estimated net sales,fund flows,matthew lemieux,mutual fundshttp://alt.lipperweb.com/presentation/w/Lipper_2012_Q3_Fixed_Income_Fund_Performance_Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q3-fixed-income-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comJeff Tjornehoj reviews the third quarter performance of fixed income funds. Statements by central bankers Draghi and Bernanke shook up bond markets and focused investors’ attention back on monetary policies and their positive effect on risky assets. Because the dollar fell over the quarter, ex-US fund strategies outperformed and with risk assets back in the driver’s seat lower-quality credits also led the performance charts at the expense of Treasuries and short-duration types. Tue, 09 Oct 2012 00:00:00 -0600Jeff TjornehojLipper 2012 Q3 Fixed Income Mutual Fund Performance Review WebEx ReplayJeff Tjornehoj reviews the third quarter performance of fixed income funds. Statements by central bankers Draghi and Bernanke shook up bond markets and focused investors’ attention back on monetary policies and their positive effect on risky assets. Because the dollar fell over the quarter, ex-US fund strategies outperformed and with risk assets back in the driver’s seat lower-quality credits also led the performance charts at the expense of Treasuries and short-duration types. 0:15:82012,Q3,fixed income,fund performance,jeff tjornehoj,mutual funds fundshttp://alt.lipperweb.com/presentation/w/Lipper_2012_Q3_Equity_Fund_Performance_Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q3-equity-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comTom Roseen highlights Q3 equity fund trends in this WebEx presentation. Despite the proverbial cloud hovering over the global market during the quarter, investors found a reason to cheer: central bank intervention. The on-again, off-again story surrounding Greece, Italy, and Spain from Q2 appeared to play into equity participants’ plans. Investors throughout the third quarter bet that global central bankers would do whatever it took to keep their individual economies on track. Quarterly equity fund performance was unexpectedly strong, with the average equity fund gaining 5.72%, erasing all of Q2’s loss (-5.19%). Tue, 09 Oct 2012 00:00:00 -0600Tom RoseenLipper 2012 Q3 Equity Mutual Fund Performance Review WebEx ReplayTom Roseen highlights Q3 equity fund trends in this WebEx presentation. Despite the proverbial cloud hovering over the global market during the quarter, investors found a reason to cheer: central bank intervention. The on-again, off-again story surrounding Greece, Italy, and Spain from Q2 appeared to play into equity participants’ plans. Investors throughout the third quarter bet that global central bankers would do whatever it took to keep their individual economies on track. Quarterly equity fund performance was unexpectedly strong, with the average equity fund gaining 5.72%, erasing all of Q2’s loss (-5.19%). 0:18:582012,Q3,equity funds,fund performance,fund research,mutual funds,tom roseenhttp://alt.lipperweb.com/presentation/w/Mein_Geld_TV_Insurance_20121005_2.mp4http://www.lipperweb.com/Commentary/mein-geld-tv-was-tun-versicherungskonzerne-f-r-ihre-berater-.aspxlipperclientservices@thomsonreuters.comExperten aus der deutschen Versicherungswirtschaft diskutieren die verschiedenen Serviceangebote von Versicherungen an die bei ihnen angeschlossenen Makler und die sich daraus ergebenen Möglichkeiten. Zudem sprechen die Teilnehmer über die neue Regulierung und alternative Abwicklungssysteme. Die Teilnehmer dieser Diskussionsrunde sind: - Michael Böck, Geschäftsführender Gesellschafter der der Deutschen Assekuranzservice GmbH; - Jörn Breyer, Leiter Maklervertrieb Deutschland der Generali Versicherung; - Ralf Menikheim, Leiter Vertrieb Deutschland der Heidelberger Lebensversicherung AG; - Andreas Opitz, Gründer und Geschäftsführer der BDAE Gruppe; - Peter Schilinski, Landesdirektor Maklervertrieb der INTER VersicherungsgruppeFri, 05 Oct 2012 00:00:00 -0600Detlef GlowMein Geld TV - Was tun Versicherungskonzerne für ihre Berater?Experten aus der deutschen Versicherungswirtschaft diskutieren die verschiedenen Serviceangebote von Versicherungen an die bei ihnen angeschlossenen Makler und die sich daraus ergebenen Möglichkeiten. Zudem sprechen die Teilnehmer über die neue Regulierung und alternative Abwicklungssysteme. Die Teilnehmer dieser Diskussionsrunde sind: - Michael Böck, Geschäftsführender Gesellschafter der der Deutschen Assekuranzservice GmbH; - Jörn Breyer, Leiter Maklervertrieb Deutschland der Generali Versicherung; - Ralf Menikheim, Leiter Vertrieb Deutschland der Heidelberger Lebensversicherung AG; - Andreas Opitz, Gründer und Geschäftsführer der BDAE Gruppe; - Peter Schilinski, Landesdirektor Maklervertrieb der INTER Versicherungsgruppe0:16:12Detlef Glow,Mein Geld TV,Regulierung und alternative Abwicklungssysteme,Versicherungswirtschafthttp://alt.lipperweb.com/presentation/w/Lipper-2012-Q2-Lippers-Quick-Guide-to-Fund-Expenses.mp4http://www.lipperweb.com/Commentary/lipper-2012-q2-special-topic-lipper-quick-guide-to-fund-expenses-webex-replay.aspxlipperclientservices@thomsonreuters.comSasha Franger, Fiduciary Research Analyst, presents the Lipper Quick Guide to Fund Expenses in this WebEx replay. The Lipper Quick Guide to Fund Expenses is an annual review of average total expense ratios for different groups of funds and Lipper classifications. Economies of scale and active management contribute to differences in total expenses among mutual funds. Tue, 10 Jul 2012 00:00:00 -0600Sasha FrangerLipper 2012 Q2 Special Topic: Lipper Quick Guide to Fund Expenses WebEx ReplaySasha Franger, Fiduciary Research Analyst, presents the Lipper Quick Guide to Fund Expenses in this WebEx replay. The Lipper Quick Guide to Fund Expenses is an annual review of average total expense ratios for different groups of funds and Lipper classifications. Economies of scale and active management contribute to differences in total expenses among mutual funds. 0:8:4Q2,Sasha Franger,fund expenses,mutual funds,webex replayhttp://alt.lipperweb.com/presentation/w/Lipper-2012-Q2-Preliminary-Fund-Flows.mp4http://www.lipperweb.com/Commentary/lipper-2012-q2-preliminary-u-s-fund-flows-review-webex-replay.aspxlipperclientservices@thomsonreuters.comMatthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net outflows of $10.5 billion, once again stunted heavily by large outflows from both U.S. Diversified Equity funds (-$29.5 billion) and Money Market offerings (-$67.9 billion). Exchange-traded products continued to draw assets, posting $14.8 billion for the same period. Fixed income products continued to hold the most favor as both mutual and ETF bond funds recorded net inflows of approximately $73 billion. Tue, 10 Jul 2012 00:00:00 -0600Matthew LemieuxLipper 2012 Q2 Preliminary U.S. Fund Flows Review WebEx ReplayMatthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net outflows of $10.5 billion, once again stunted heavily by large outflows from both U.S. Diversified Equity funds (-$29.5 billion) and Money Market offerings (-$67.9 billion). Exchange-traded products continued to draw assets, posting $14.8 billion for the same period. Fixed income products continued to hold the most favor as both mutual and ETF bond funds recorded net inflows of approximately $73 billion. 0:16:212012,Q2,estimated net sales,exchange traded funds,matthew lemieux,mutual fundshttp://alt.lipperweb.com/presentation/w/Lipper-2012-Q2-Fixed-Income-Performance-and-Review.mp4http://www.lipperweb.com/Commentary/lipper-2012-q2-fixed-income-mutual-fund-performance-review-webex-replay.aspxlipperclientservices@thomsonreuters.comJeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro. Tue, 10 Jul 2012 00:00:00 -0600Jeff TjornehojLipper 2012 Q2 Fixed Income Mutual Fund Performance Review WebEx ReplayJeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro. 0:15:502012,fixed income funds,fund performance,jeff tjornehoj,mutual funds,webex replay