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Lipper Trends in the European ETF Industry
Published on 01 Jun 2012, by Detlef Glow
Carsten Lootze, Community Editor -- Trading Structured Products, Thomson Reuters and Detlef Glow, Head of EMEA Reseach, Lipper are discussing the developments in the European ETF industry during the first five month of 2012
Lipper 2012 First Quarter Special Topic WebEx Replay: Lipper Subadvisor Research Series--Mutual Fund Subadvisors: Impact on Investors
Published on 10 Apr 2012, by Sasha Franger
Sasha Franger reviewed the findings of Lipper’s three-part research series on subadvised funds. This series compared subadvised funds to funds that are not subadvised by expenses, performance, and flows. Taken together, subadvised funds do not vary significantly or predictably from their non-subadvised counterparts. This points to the conclusion that the subadvisor status of the fund does not impact the investor nor do investors take the subadvisor status of a fund into account when choosing a mutual fund.
Lipper 2012 First Quarter Preliminary Fund Flows Review WebEx Replay
Published on 10 Apr 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2012 in this WebEx replay. Despite a stellar first quarter of performance some investors were still wary about jumping back in the market. Overall, U.S. conventional mutual funds posted net outflows of $2.7 billion, dragged down heavily by large outflows from both U.S. Diversified Equity funds (-$11.2 billion) and Money Market offerings (-$84.1 billion). Exchange-traded products fared much better pulling in $52.4 billion for the same period. Investors continued to focus heavily on fixed income products as both mutual and ETF bond funds recorded net inflows of roughly $100 billion.
Lipper 2012 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 10 Apr 2012, by Jeff Tjornehoj
Despite headlines trumpeting the return of equities, fixed income fund held their ground in Q1 and produced solid returns. Jeff Tjornehoj breaks down where the action was at and looks for conditions to improve for fixed income in the quarters ahead.
Lipper 2012 First Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Apr 2012, by Tom Roseen
Equity Funds posted their best Q1 returns since Q1 1998, rising 11.97% for the quarter ended March 31, 2012. For the quarter, 81 of Lipper's 86 equity fund classifications posted positive returns. Investors put risk back in their portfolios. They bid up the prior quarter's laggards: India Region Funds (+22.63%), Science & Technology Funds (+20.26%), and Global Science & Technology Funds (+18.96%), while shunning Dedicated Short-Bias Funds (-16.31%), Commodities Specialty Funds (-2.06%), and Precious Metals Funds (-1.72%). Tom highlights Q1 trends in this WebEx presentation.
Roundtable Mein Geld TV - Vermögensverwaltung - Anlagestrategien für 2012
Published on 02 Apr 2012, by Detlef Glow
Detlef Glow diskutiert mit Kapitalmarktexperten die Chancen und Risiken bei der Geldanlage im Jahr 2012. Teilnehmer: Dr. Hendrik Leber (ACATIS), Arne Tölsner (Allianz global Investors), Henning Voigt (Warburg Invest), Harald Fuchs (Fürst Fugger Privatbank), Wolfgang Zinn (GS&P), Markus Kaiser (Veritas), Detlef Glow (Lipper), Isabelle Hägewald (Mein Geld TV)
Lipper Fund Awards Germany 2012
Published on 02 Apr 2012, by Detlef Glow
Mein Geld TV präsentiert den Gewinner der Kategorie Aktien Asien Pazifik. Detlef Glow interviewt Frank Lingohr, Fondsmanager des Lingohr-Asien-Systematic-LBB-Invest.
Lipper Fourth Quarter 2011 Preliminary Fund Flows Review WebEx Replay
Published on 11 Jan 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2011 in this WebEx replay.
Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay
Published on 11 Jan 2012, by Jeff Tjornehoj
This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.
Lipper Fourth Quarter 2011 Equity Funds WebEx Replay
Published on 11 Jan 2012, by Tom Roseen
Tom Roseen reviews equity mutual fund performance trends for Q4 2011 and provides a summary for 2011 along with his outlook for Q1 2012 in this WebEx replay.
Lipper 2011 Fourth Quarter Mutual Fund Special Topic: Target Date Funds--Equity Exposure at Target Date and Beyond
Published on 04 Jan 2012, by Sasha Franger
Sasha Franger discusses target date funds' equity exposure at the target date and beyond. She compares changes in equity exposure at the target date from 2008 to 2001, as well as, compares equity exposure in "to" and "through" target date series.
Mein Geld-TV Roundtable Deutsche Fondsindustrie 13/12/2011
Published on 13 Dec 2011, by Detlef Glow
‘Geschlossene Fonds – Ein berechtigter Kapitalmarkt?‘ German expert roundtable discussion about closed-end-funds for direct investments in private equity, real estate, railway locomotives and ships on Mein Geld TV
Lipper 2011 Third Quarter Special Topic WebEx Replay: Lipper 2011 Subadvisor Research Series--Part 1: Subadvisor Fees and Expenses
Published on 10 Oct 2011, by Sasha Franger
Subadvised funds, or funds whose portfolios are managed by an outside investment company, have taken center stage this year in part because of excessive fee lawsuits sought by investors. Sasha Franger examines the subadvisor fee to determine if an additional fee is tacked onto the existing management fee, or if other expenses decrease to compensate for the cost of the subadvisor. In addition, Sasha looks at how much of the management fee is actually retained by the advisor and/or administrator. Finally, she recommends supplementary subadvisor report content for fund management companies and boards of directors to examine during the contractual renewal process.
Lipper 2011 Third Quarter Fund Flows Review WebEx Replay
Published on 10 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2011 in this WebEx replay. In line with expectations after a disastrous quarter for fund performance, the conventional mutual fund business experienced preliminary quarterly outflows of $125.0 billion. Equity Funds as a whole accounted for roughly $82.9 billion of that as U.S. diversified products posted redemptions of over $70 billion alone. Taxable bond funds were not immune to the sell-off as inflows to the group were nearly flat--a meager $162 million. Investors moved away from higher yields as the previous quarter’s top flows attractor, Loan Participation funds, experienced outflows of $8.2 billion and High Current Yield products lost roughly $3.0 billion. Municipal bond funds offered a bit of a bright spot with quarterly inflows of $1.5 billion as flows for money market funds continued to be volatile with net quarterly redemptions of $43.8 billion.
Lipper 2011 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 10 Oct 2011, by Jeff Tjornehoj
Serious concerns on the fate of Greece, European banks, and even the euro itself sent Treasury-related categories to the top of the performance charts in Q3. The "risk-off" trade forced High Yield and Emerging Markets Debt groups plunging. Jeff highlights these and other trends in his WebEx presentation.
Lipper 2011 Third Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Oct 2011, by Tom Roseen
Equity Funds suffered their worst declines since Q4 2008, losing 17.44% for the quarter ended September 30, 2011. For the quarter, only 2 of Lipper's 86 equity fund classifications posted positive returns: Dedicated Short-Bias Funds (+29.82%) and Commodities Specialty Funds (+1.17%). World Equity Funds (-20.44%) lagged their Mixed Equity Funds (-10.08%), Sector Equity Funds (-15.36%), and U. S. Diversified Equity Funds (-16.67%) cohorts in Q3. Tom highlights Q3 trends in this WebEx presentation.
Mein Geld-TV Roundtable Deutsche Fondsindustrie 29/07/2011
Published on 29 Jul 2011, by Detlef Glow
Detlef Glow und andere ausgewählte Teilnehmer aus Wissenschaft, Wirtschaft und der Finanzbranche diskutieren im Rahmen eines Roundtablegespräches das Thema: „Anlageberatung und Vermögensverwaltung des 21. Jahrhundert“.
Lipper 2011 Second Quarter Fund Flows Review WebEx Replay
Published on 29 Jun 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2011 in this WebEx replay. In spite of economic concerns and a weakening in global markets, mutual funds were able to post quarterly net inflows of roughly $13 billion as of June 22nd. Equity Funds as a whole were able to draw in $20.3 billion as the group was bolstered by growing interest in World Equity (+$14.0 billion) offerings. A growing aversion to risk helped Taxable Bond funds continue on their winning ways as they recorded $43.2 billion in new assets. For the second quarter in a row, Loan Participation Funds (+$8.2 billion) and Multi-Sector Income Funds (+$6.9 billion) had the largest inflows for the group. Municipal Bond Funds looked to end the quarter with outflows of $4.6 billion--not all that surprising as the group just recently ended a 29 week outflow streak. That said, there seems to be some light at the end of that tunnel as municipal funds have seen twelve consecutive weeks of positive returns and two weeks of scant, but positive flows. Money Market Funds have continued to shed assets with $36.1 billion in outflows.
Lipper 2011 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 29 Jun 2011, by Jeff Tjornehoj
The flight to quality trade looks to send Treasury-related categories to the top of the performance charts in Q2. Municipals debt funds--despite dire predictions for municipalities by certain analysts--have performed exceptionally well as the pipeline for new bond issuance dried up. Record-level issuance of high yield corporate debt during the quarter appears to have come to a screeching halt and High Yield Debt Funds turned in some of the fixed income world’s worst returns. Jeff highlights these and other trends in his WebEx presentation.
Lipper 2011 Second Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 29 Jun 2011, by Tom Roseen
Equity funds took it on the chin this quarter, declining 3.16% (based on preliminary data through June 23, 2011). For Q2 2011, only 10 of Lipper's 86 equity fund classifications posted positive returns. Mixed Equity Funds (-1.33%), mitigated losses better than their United States Diversified Equity Funds (-3.11%), World Equity Funds (-3.18%), and Sector Equity Funds (-3.34%) cohorts in Q2. Tom highlights Q2 trends and provides his outlook in this WebEx presentation.
The Week in Fund--and ETF--Flows: May 25, 2011
Published on 27 May 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the week's data and talks about which funds mattered the most when it came to the final numbers.
Lipper 2011 First Quarter Fund Flows Review WebEx Replay
Published on 12 Apr 2011, by Matthew Lemieux
Investors trained their focus on equity mutual funds as the group ended the quarter with net inflows of $57 billion. This was quite a turnaround from the $12.1 billion in outflows posted the previous quarter. Taxable fixed income also faired well by adding $36.2 billion to its coffers, bolstered by heavy interest in both Loan Participation Funds (+$14.4 billion) and Multi Sector Income Funds (+$8.1 billion). The prospects for municipal debt funds were similar to that of their previous quarter with approximately $20.4 billion flowing out of their products. Money market funds also ended the quarter with net outflows as the loss of $88.1 billion dragged overall numbers for the conventional fund business into the red.
Lipper 2011 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 12 Apr 2011, by Jeff Tjornehoj
Headline risk kept most bond fund groups in the black at the end of Q1. Long-term Treasury and some--but not all--municipal debt funds groups were the quarter's worst performers, badly trailing riskier high yield and flexible income strategies. Jeff Tjornehoj walks listeners through the ups and downs that marked Q1 2011.
Lipper 2011 First Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 12 Apr 2011, by Tom Roseen
Equity funds strung together their third consecutive quarter of plus-side returns, gaining (+5.14%). For Q1 2011, 73 of Lipper's 79 equity fund classifications posted positive returns. For the second consecutive quarter, United States Diversified Equity Funds (+6.04%) outpaced its Sector Equity Funds (+5.67%), Mixed Equity Funds (+3.66%), and World Equity Funds (+2.60%) counterparts in Q1. Tom highlights Q1 trends and provides his outlook in this WebEx presentation.
Lipper Fund Flows Insight for February 16 2011
Published on 18 Feb 2011, by Jeff Tjornehoj
Mutual funds received over $12 billion in net new money this week. Muni debt funds continued to spill money overboard, while tensions in the Middle East kept a lid on equity flows despite positive performance in the stock market.
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