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Lipper Weekly U.S. Fund Flows Video Series - January 25, 2012

Published on 27 Jan 2012, by Tom Roseen
The Market cheered the news that the Fed planned to keep interest rates low through late 2014 and that better-than-expected earnings and guidance was reported from the likes of Apple, IBM, and Microsoft. Investors injected $7.7 billion into equity funds (including ETFs), $6.2 billion into fixed income funds (the largest weekly inflows since November 2009), and $0.5 billion into tax-exempt bond funds for the week ended January 25, 2012. However, money market fund outflows of $19.2 billion overwhelmed the inflows of the other macro-groups, leaving investors net redeemers of fund assets to the tune of $4.8 billion. Equity ETFs accounted for $6.6 billion of the net new money for the week, while open-end equity funds (+$1.1 billion) experienced their third consecutive week of inflows, with the four-week moving average returning to the black (+$0.3 billion) for the first week since September 7, 2011--a signal that investor interest in equity funds is gaining momentum.

Lipper Weekly U.S. Fund Flows Video Series - January 18, 2012

Published on 20 Jan 2012, by Matthew Lemieux
Rising optimism in U.S. equity markets continued to draw investors off the sidelines as mutual funds reported net outflows of $2.9 billion for the week. Once adjusted for the effects of money market activity (-$7.3 billion) the totals looked a bit more promising at inflows of $4.4 billion. Equity funds recorded inflows of roughly $800 million while taxable bond funds added $2.6 billion mostly between High Yield (+$796 million) and Investment Grade (+$640 million) products. Municipal bond funds continued to build momentum with roughly $1 billion in new assets—their second week at such a level.

Lipper Weekly U.S. Fund Flows Video Series - January 11, 2012

Published on 13 Jan 2012, by Jeff Tjornehoj
Jeff Tjornehoj discusses weekly flows in funds and ETFs for the week ended January 11, 2012.

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 Weekly U.S. Fund Flows Video Series - January 4, 2011

Published on 06 Jan 2012, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 4, 2012. After a quiet end to 2011 the first day of the New Year brought optimism to the markets with global manufacturing data showing positive signs of life. Unfortunately the mood did not translate into positive flows as mutual fund and ETF investors were net redeemers of roughly $3.1 billion. Equity funds accounted for half of all outflows, giving back $2.7 billion for the week. ETFs accounted for the most activity as the iShares MSCI EAFE Index ETF (EFA) drew in roughly $513 million and the SPDR S&P 500 Index ETF (SPY) posted net outflows of $1.1 billion. Taxable bond funds (+$1.7 billion) extended their inflow streak to three weeks, with investors continuing to show preference for quality over risk. Corporate investment grade bond funds attracted $1.1 billion in net new assets while mortgage funds followed suit with $257 million. Money market funds recorded their second consecutive week of outflows with $2.6 billion in net redemptions. Despite strong inflows for November and December the group ended the year down with approximately $146.3 billion in outflows. Lastly, municipal bond funds continued to draw assets with $523 million, ending 2011 with inflows for 16 of the past 18 weeks.

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 Weekly U.S. Fund Flows Video Series - November 30, 2011

Published on 02 Dec 2011, by Jeff Tjornehoj
Lipper's Jeff Tjornehoj dissects the the funds industry's flows data for this week.

Lipper Weekly U.S. Fund Flows Video Series - November 16, 2011

Published on 18 Nov 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended November 16, 2011. Despite late-week European debt issues and new concerns about U.S. banks, mutual fund investors injected a net $10.0 billion into mutual funds--including ETFs--for the week ended November 16. Earlier in the week, investors cheered better-than-expected initial jobless claims, a jump in exports, and a 0.5%-leap in October retail sales and were net purchasers of equity funds, injecting $2.8 billion. Equity funds, including ETFs, witnessed their fifth consecutive week of net inflows; however, ex-ETFs saw their second week of outflows (-$0.2 billion). Interestingly, perhaps as a result of the on again/off again European debt issues, weary investors for the sixth consecutive week injected some $2.8 billion into taxable fixed income funds and for the second week in a row padded the coffers of money market funds to the tune of $2.9 billion. Municipal bond funds witnessed their sixth consecutive week of net inflows, taking in about $493 million.

Lipper Weekly U.S. Fund Flows Video Series - November 9, 2011

Published on 11 Nov 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 9, 2011. Despite a modest rise in the markets over the first four days of the week, widening spreads on Italian debt helped push investors to the door on Wednesday. Continued uncertainty over the fate of the Eurozone was exacerbated as two of the troubled nations, Greece and Italy, looked to introduce new governments. Despite this news it looked as investors were still willing to allocate new cash to the fund industry. Overall, the conventional mutual fund business attracted net inflows of $20.8 billion, with equity funds reporting net outflows of $519 million. Taxable bond funds (+$3.6 billion) posted their 5th consecutive week of inflows as Corporate Investment Grade funds attracted the most attention with $1.3 billion in net new assets. Municipal bond funds continued to be attractive with net inflows of $733 million, their largest weekly inflows since September of 2010. Money market funds benefited from the volatile market adding some $17.0 billion to their coffers.

Lipper Weekly U.S. Fund Flows Video Series - November 2, 2011

Published on 04 Nov 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the flows into and out of the funds industry this week.

Lipper Weekly U.S. Fund Flows Video Series - October 26, 2011

Published on 28 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 26, 2011. With three consecutive weeks of positive market gains on the horizon and optimistic news out of the Eurozone, investors injected roughly $4.2 billion into mutual funds for the week ending October 26th 2011. The big news was on the fixed income side as High Yield Funds (+$3.6 billion) experienced their largest weekly net inflows since Lipper began tracking them in 1992. Tightening spreads and upward pressure in the equity markets helped push investors back into risk through the junk based products. Equity funds (+$3.0 billion) also reported net inflows for the week as a $3.7 billion push into ETFs helped overcome the negative sentiment on the traditional fund side—mutual funds reported net redemptions of $742 million for the week. Municipal bond funds posted their third consecutive week of inflows with $310 million as investors pulled a net $1.1 billion from money market funds.

Lipper Weekly U.S. Fund Flows Video Series - October 12, 2011

Published on 14 Oct 2011, by Tom Roseen
After finishing up a sixth winning session in seven on Wednesday for the S&P 500, it was somewhat surprising to see mutual fund investors withdraw a net $2.6 billion from mutual funds--excluding ETFs--for the week ended October 12. Investors appeared to shrug off a better-than-expected nonfarm payroll report, a surge in equity indices, and a sixth round of loans for flailing Greece, and were net redeemers of equity funds, pulling out $3.1 billion. Despite finishing the week up 6.34%, equity funds suffered their fifth consecutive week of outflows. Interestingly, despite a decline in Treasury prices and a jump in yields because of a lackluster sale of the 3-year note on Tuesday, weary investors injected some $2.6 billion into taxable fixed income funds for the first week in three, while pulling out $2.2 billion from money market funds--their first week of net redemptions in three. Municipal bond funds witnessed their fifth week in six of net inflows, taking in about $52 million.

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.

Lipper Weekly U.S. Fund Flows Video Series - October 5, 2011

Published on 07 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 5, 2011. As the third quarter ended investors took tally of how bad things actually were. The S&P 500 ended the three-month span with negative returns of 14.33 percent, the worst quarter of performance since the financial crisis took hold in Q4 2008. Although the flows week ended on a positive note investors continued to move out of risk assets. For the week the conventional mutual fund business posted inflows of $3.6 billion with most of any positive asset numbers going to money market funds (+6.2 billion). Equity mutual funds posted their fourth consecutive week of outflows with $638 million in net sales. Taxable bond funds also could not avoid investor’s concerns as the group posted their largest week of outflows, at $1.8 billion, since August 17th of this year. Municipal Bond funds broke their four week winning streak as they posted net outflows of $153 million, possibly attributed to bailout concerns circulating over the Franco-Belgium bank Dexia.

Lipper Weekly U.S. Fund Flows Video Series - September 21, 2011

Published on 23 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended September 21, 2011. Investors redeemed $14.3 billion from the conventional fund business for the week ended September 21, 2011, after the Fed showed its concern for slowing economic growth and Standard & Poor's downgraded a few Italian banks. Ironically, flows into nondomestic equity funds remained on the plus side, while domestic equity funds experienced outflows. The lion's share of net redemptions came from money market funds during the week.

Thomson Reuters 401(k) Savings Plan Tutorial: Deciphering Lipper Fund Fact Sheets

Published on 22 Sep 2011, by Tom Roseen
Head of Lipper Research Services, Tom Roseen, provides a Thomson Reuters 401(k) Savings Plan tutorial on how to use Lipper Fund Fact Sheets to evaluate and follow the funds offered in your 401(k) plan.

Hedge, Diversify, or Neither: How 'Alts' Performed in a Volatile Market

Published on 15 Sep 2011, by Jeff Tjornehoj
Head of Lipper Americas Research Jeff Tjornehoj discusses which strategies have fared well--and those that have not--since the downgrade of U.S. government debt.

Lipper Weekly U.S. Fund Flows Video Series - September 7, 2011

Published on 09 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the weekly flows data among mutual funds and highlights top changes in the ETF market.

Lipper Weekly U.S. Fund Flows Video Series - August 31, 2011

Published on 02 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 31, 2011. On the back of a four-day market rally, investors injected a net $14.1 billion into the funds business for the week ended August 31, 2011. Equity funds (including exchange traded funds [ETFs]) attracted their largest net inflows (+$6.3 billion) since May 4, 2011; however, ETF inflows accounted for the majority of net new money. Investors added a net $1.1 billion to the coffers of conventional equity funds (ex-ETFs), with Equity Income Funds taking in $0.9 billion. For the second consecutive week, taxable bond funds took in net money, attracting $1.8 billion, while municipal debt funds witnessed their sixth consecutive week of outflows (-$282 million), despite posting positive returns for the week.

Lipper Weekly U.S. Fund Flows Video Series - August 24, 2011

Published on 26 Aug 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 24, 2011. After what seemed to be a stable week in the U.S. equity markets, a disastrous report from the Philadelphia Fed supported increasing concerns over the possibility of a double-dip. Looking at weekly mutual fund flow numbers we see that investor sentiment was relatively subdued. Equity mutual funds—coming off their previous week of inflows—posted net redemptions of roughly $436 million. Taxable Bond funds were able to break their four week losing streak as the group posted net inflows of $967 million. Municipals continued their four-week run of outflows—although at a slower pace—as the category pushed out $160 million for the week. Money markets also gave back as the group reported net outflows of $5.8 billion.
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