Welcome to Lipper FMI

Welcome to the source of independent authoritative data and analysis on Europe's mutual fund markets.

May in Brief

Total sales fell to -€17.7bn this month owing to outflow in both equity and money market funds. Money market funds were the worst offenders and if excluded total sales were -€3bn.  

The French market was a key protagonist on the money market stage with net redemptions of €6bn. Although early, the outflow was linked to June's cyclical withdrawals.

Equity fund withdrawals were a modest -€1.6bn, thanks to the strength of the German equity sector. European equity was the worst performer with outflows of -€4.8bn. China and Japan were the second and third worst sellers.

BlackRock was the best overall group with net flows of €5.5bn. It was also best for equity with net flows of €4.7bn. 

In the bond arena Franklin Templeton led the field, while Carmignac reigned supreme in Mixed Assets.

Now Available – Funds of funds’ holdings

New analysis to help fund companies focus their sales activity through regular analysis of funds of funds’ holdings.

Using holdings data for over 2,000 European third party funds of funds, our aim is to help you to:

  • Identify the holdings (and their size) of each fund of funds to which you are pitching
  • Find sales opportunities where funds of funds hold funds in sectors in which you specialise (but do not yet invest in your funds)
  • Assess the ’share of the pot’ your fund has in each fund of funds
  • Compare the assets sourced from funds of funds that your funds have versus other providers’ funds
  • Spot opportunities (and their potential size) where funds of funds are investing in sectors or asset classes where you do not yet have an offering

For further information, please contact ed.moisson@thomsonreuters.com

The Asian Almanac 2009

Despite stock market rollercoaster highs and lows the Asian fund industry is still vibrant. With average asset growth of 22% pa over the last 6 years, and 34% growth in the first half of 2009 alone, there seems to be enormous potential. But like Europe, Asia cannot be viewed as one market to be approached with one generic strategy and not all markets offer the same long-term potential.

To understand where those opportunities lie the Asian Fund Market Almanac 2009 - the only comprehensive roadmap of the region - is essential reading for any fund company strategist having Asian ambitions. It will help you discover the rich and varied landscape of 12 markets, from China, a closed and underdeveloped fund market, through to Taiwan, where offshore business dominates.

For more information or if you wish to order, please contact Bella Caridade-Ferreira on +44 (0) 20 7542 3171. Click here to download brochure.