Lipper Net Sales Analysis
A Monthly Competitor Analysis
Based on our unique methodology, this product monitors the state of business for the main players in the fund industry. It offers a monthly competitive positioning, snapshot of the net flows and fund performances.
Comprehensive and accurate information updated monthly, broken down at promoter, asset class, investment area and fund level.
- Provides up to date figures for assets under management
- Gives accurate level of asset changes on a monthly and year to date basis
- Details the portion of the asset variation attributable to the net flow (monthly sales)
- Shows the net performance of each investment vehicle in absolute and percentage terms
- Essential tool for analysis of market information such as new product launches, liquidation/mergers and asset allocation
Coverage
- The analysis covers funds domiciled in Luxembourg, Dublin and UK.
- Includes 58 of the largest promoters selling into Luxembourg and Dublin. Equivalent to nearly US$2 trillion in asset under management.
- Includes 38 of the largest promoters for the UK, accounting for over 85% of the assets under management.
- This study also covers equally other asset managers that are of interest to our subscribers.
Competitive advantage: Essential information for board reporting, strategic product planning, identifying market/sales trends and competitive analysis.