FundFlows Insight Reports

Lipper FundFlows Insight Reports provide you with critical monthly mutual 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 largest money inflows in coming months, depending on specific future market movements.

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Report Type |
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FundFlows
Dec 17, 2015 | Jeff Tjornehoj, Tom Roseen

Fund Investors Bail on the Conventional Funds Business in November

• For the third month in four mutual fund investors withdrew money from the conventional funds business (-$19.1 billion net for November). Money market funds (+$8.8 billion) witnessed the only net inflows of the three broad fund groups for the month. Investors were net redeemers of stock & mixed-asset funds (-$24.0 billion) and bond funds (+$3.9 billion). 

• The Mixed-Asset Funds macro-classification (+$4.5 billion) attracted the only net inflows of Lipper's five equity macro-classifications.

• For the tenth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$24.1 billion). They injected a net $0.5 billion into bond ETFs and $23.7 billion into stock & mixed-asset ETFs. 

• APs changed their focus to USDE ETFs in November, injecting a net $14.1 billion into the macro-classification.  


FundFlows
Nov 18, 2015 | Tom Roseen, Tom Roseen

Despite Uptick, Fund Investors Seek the Comfort of MM Funds in October

• For the first month in three mutual fund investors injected net new money into the conventional funds business (+$44.8 billion for October). Money market funds (+$46.3 billion) witnessed the largest net inflows of the three broad groups for the month. Investors were net redeemers of stock & mixed-asset funds (-$5.7 billion), but they padded the coffers of bond funds (+$4.3 billion). 

• The Mixed-Asset Funds macro-classification (+$3.4 billion) attracted the strongest net inflows of Lipper's five equity macro-classifications.

• For the ninth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$28.3 billion). They injected $12.0 billion net into bond ETFs and $16.3 billion into stock & mixed-asset ETFs. 

• APs changed their focus to World Equity ETFs in October, injecting a net $6.4 billion into the macro-classification.  


FundFlows
Oct 22, 2015 | Tom Roseen

World Equity Funds Attract Net New Money for September

• For the second consecutive month mutual fund investors withdrew money from the conventional funds business (-$29.4 billion). Money market funds (-$1.0 billion) witnessed the smallest net redemptions of the three broad groups for the month. Investors were net redeemers of stock & mixed-asset funds (-$8.6 billion) and bond funds (-$19.7 billion). 

• Despite continued concerns of a global economic slowdown, the World Equity Funds macro-classification (+$5.6 billion) took in the only monthly net inflows of Lipper's five equity macro-classifications.

• For the eighth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$19.2 billion). They injected $10.0 billion net into bond ETFs and $9.2 billion into stock & mixed-asset ETFs). 

• APs kept their focus on USDE ETFs in September, injecting a net $11.8 billion into the macro-classification.  


FundFlows
Sep 16, 2015 | Tom Roseen, Tom Roseen

Investors Continue to Pad World Equity Fund Coffers in August

• For the first month in four mutual fund investors withdrew money from the conventional funds business (-$24.0 billion). Money market funds (+$17.1 billion) witnessed the only net inflows of the three broad groups for the month. Investors were net redeemers of stock & mixed-asset funds (-$17.5 billion) and bond funds (-$23.6 billion). 

• Despite concerns of a global economic slowdown, the World Equity Funds macro-classification (+$8.9 billion) took in the only monthly net inflows of Lipper's five equity macro-classifications.

• For the seventh consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$0.8 billion). They injected $4.2 billion net into bond ETFs, while being net redeemers of stock & mixed-asset ETFs (-$3.4 billion). 

• APs kept their focus on USDE ETFs in August, injecting a net $3.8 billion into the macro-classification. 

FundFlows
Aug 19, 2015 | Tom Roseen, Tom Roseen

Fund Investors Duck for Cover in July

• For the third month in a row mutual fund investors injected net new money into the conventional funds business (+$39.5 billion). Money market funds (+$52.9 billion) experienced the only net inflows of the three broad groups for the month. Investors were net redeemers of stock & mixed-asset funds (-$6.4 billion) and bond funds (-$7.1 billion). 

• Despite concerns of a global economic slowdown, the World Equity Funds macro-classification (+$18.6 billion) took in the largest monthly net inflows of Lipper's five equity macro-classifications.

• For the sixth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$23.5 billion), injecting $16.0 billion net into stock & mixed-asset ETFs and $7.5 billion into bond ETFs. 

• APs changed their focus to USDE ETFs in July, injecting a net $9.8 billion into the macro-classification.  


FundFlows
Jul 20, 2015 | Tom Roseen

Investors Remain Enamored of World Equity Funds in June

• For the second month in a row mutual fund investors injected net new money into the conventional funds business (+$8.9 billion). Money market funds (+$8.7 billion) experienced net inflows for the second consecutive month. Investors continued to pad the coffers of stock & mixed-asset funds (+$7.7 billion for June), but they became skittish about bond funds for the first month in six, redeeming $7.5 billion. 

• The World Equity Funds macro-classification (+$13.3 billion) took in the largest monthly net inflows of Lipper's five equity macro-classifications.

• For the fifth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$17.6 billion), injecting $19.7 billion net into stock & mixed-asset ETFs, while withdrawing a net $2.1 billion from bond ETFs. 

• APs remained focused on World Equity ETFs, injecting a net $9.6 billion into the macro-classification for June.

FundFlows
Jun 17, 2015 | Tom Roseen, Tom Roseen

Investors Are Still Drawn to World Equity Funds in May

• For the first month in three mutual fund investors injected net new money into the conventional funds business (+$38.1 billion). Money market funds (+$20.3 billion) experienced net inflows for the first month in five, while investors continued to pad the coffers of stock & mixed-asset funds (+$3.3 billion) and bond funds (+$14.6 billion). 

• The World Equity Funds macro-classification (+$11.8 billion) took in the largest monthly net inflows of Lipper’s five equity macro-classifications.

• For the fourth consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$11.7 billion), injecting $12.6 billion net into stock & mixed-asset ETFs, while withdrawing a net $1.0 billion from bond ETFs. 

• APs also continued their interest in World Equity ETFs, injecting a net $12.7 billion into the macro-classification.


FundFlows
May 19, 2015 | Jeff Tjornehoj, Tom Roseen

World Equity Funds Still on the Top of the Charts for April

• For the second consecutive month mutual fund investors withdrew money from the conventional funds business. Money market funds (-$75.2 billion) experienced the only net outflows for April of the three broad asset classes, while investors injected $6.9 billion into stock & mixed-asset funds and $12.7 billion into bond funds. 

• The World Equity Funds macro-classification (+$18.2 billion, its largest net inflows since at least January 2008) took in the largest monthly net inflows of Lipper’s five equity macro-classifications.

• For the third consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$15.3 billion), injecting $10.3 billion net into stock & mixed-asset ETFs and a net $5.0 billion into bond ETFs for April. 

• APs also had a predilection for World Equity ETFs, injecting a net $23.2 billion into the macro-classification—its largest net inflows since at least September 2009.  


FundFlows
Apr 22, 2015 | Tom Roseen

APs and Retail Investors Embrace World Equity Funds in March

• For the second month in three mutual fund investors withdraw money from the conventional funds business. Money market funds (-$29.8 billion) experienced the only net outflows of the three broad asset classes for March, while investors injected $14.7 billion into stock & mixed-asset funds and $13.3 billion into bond funds. 

• The World Equity Funds macro-classification (+$14.8 billion, its largest net inflows since January 2014) took in the largest monthly net inflows of Lipper’s five equity macro-classifications.

• For the second consecutive month authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$28.0 billion), injecting $28.7 billion net into stock & mixed-asset ETFs for March, while being net redeemers of bond ETFs (-$0.7 billion, their first month of net redemptions in six). 

• APs scooped up World Equity ETFs, injecting a net $20.4 billion into the macro-classification--its largest net inflows since at least September 2009.  

FundFlows
Mar 19, 2015 | Jeff Tjornehoj, Tom Roseen

APs and Retail Investors Pad the Coffers of Long-Term Funds

• For the ninth month in ten mutual fund investors injected net new money into the conventional funds business, plowing $19.6 billion into stock & mixed-asset funds and $18.4 billion into bond funds. Money market funds (-$12.3 billion) experienced the only net outflows of the three broad asset classes for February. 

• The Mixed-Asset Funds macro-classification (+$10.4 billion) took in the largest monthly net inflows of Lipper's five equity macro-classifications.

• For the twelfth month in 13 authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$33.5 billion), injecting $18.9 billion net into stock & mixed-asset ETFs for February. The World Equity ETFs macro-classification (+$12.5 billion) witnessed the largest equity net inflows for the month. 

• For the fifth month in a row bond ETFs (+$14.7 billion) experienced net purchases, with High Yield ETFs (+$3.8 billion) witnessing the largest net inflows of the classifications.  


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