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FundIndustry
Mar 22, 2013 |
Matthew Lemieux, Ed Moisson
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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.
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FundIndustry
Jan 14, 2013 |
Ed Moisson
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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.
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FundIndustry
Oct 05, 2012 |
Ed Moisson
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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.
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FundIndustry
Sep 10, 2012 |
Ed Moisson
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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.
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FundIndustry
Jul 02, 2012 |
Ed Moisson
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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.
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FundIndustry
Jun 13, 2012 |
Detlef Glow
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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.
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FundIndustry
May 02, 2012 |
Tom Roseen, Ed Moisson
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SRRI European Overview
The first analysis of Synthetic Risk and Reward Indicators (SRRIs) across the European funds industry. Lipper’s report looks at the proportion of European funds in the different risk bandings overall and by sector, as well as a closer look at funds in the UK.
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FundIndustry
Feb 28, 2012 |
Ed Moisson
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European Fund Market Review
Lipper's annual review of the European funds industry provides over 30 pages packed with sales and assets data on activity in different markets, as well as a look at which groups and products prospered in 2011. The report includes unique data on cross-border activity, as well as an introduction that discusses not only current themes but also trends in the industry over the past decade.
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FundIndustry
Feb 01, 2012 |
Matthew Lemieux, Dunny Moonesawmy
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EMEA Research Insights - 2012
To coincide with the start of this year's series of Lipper Fund Awards events, this report offers a compilation of articles written by Lipper's EMEA Research team, originally commissioned by Reuters News. The articles range from the Arab Spring to Abba, ETFs to equine investing, and from SRI to the KIID.
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FundIndustry
Nov 14, 2011 |
Sasha Franger
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Lipper 2011 Subadvised Funds Research Series - Part Two - Performance
Part 1 of our "Lipper 2011 Subadvisor Series" found that subadvised funds are slightly more expensive than funds that are not subadvised, and the portion of the management fee retained by advisors varies greatly among subadvisor relationships. Renewed interest in the expenses and fees of subadvised funds is the result of recent litigation. Part 2 continues the Lipper Subadvisor Series by addressing subadvisor performance, namely whether subadvised funds perform better than funds that are not subadvised. In addition, we look at the top subadvisors and subadvised funds by assets, as well as clones, a term described in detail later.
KEY POINTS:
1. Subadvised funds and funds that are not subadvised have nearly identical median performance for one-, three-, five-, and ten-year annualized total return figures.
2. The top ten subadvisors based on AUM have high Lipper Leaders scores.
3. The top ten subadvised funds based on AUM have high Lipper Leader scores.
4. When comparing subadvised and advised clones, the subadvised fund performs better than the advised fund, but the relationship reverses in some cases when expenses are added back.
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