In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for February 2025.   Loading

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for February 2025.   Loading

Headlines are grim for sustainable investments. But headlines are frequently misleading. To paraphrase Mark Twain, the figures suggest reports of its death may be somewhat premature. First of all, though, a caveat: how one defines “sustainable” greatly affects the calculation, as does the market on which one focuses. Here I’m focusing on the UK market, with a rather restricted definition of “sustainable”: all SFDR Article 9 funds plus those containing indicative sustainable keywords in the name. This gives a narrower universe than, for instance, including all integration-based strategies. What does the data show? Equities finished 2024 as the most successful

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for January 2025.   Loading

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for January 2025.   Loading

Sustainable Fund Flows Turn Negative for First Time in Q4 as Equities Dive Asset Class: Q4 saw net outflows of £2.24bn, driven by large redemptions from equity funds of £3.54bn—the first ever quarter of negative net flows. Classification: Equity US was the year’s best-selling sustainable classification, with inflows of £13.5bn, exceeding the entire annual take for sustainable equities. Active v Passive: In 2024, sustainable passive bond funds attracted £1.84bn with £1.59bn to active, while passive equities took £3.37bn and active £8.68bn. Fund manager: BlackRock enjoyed the highest sales of sustainable funds in 2024, with inflows of £20.55bn, overwhelmingly to equities.

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for December 2024.   Loading

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for December 2024.   Loading

With all the ongoing discussions around sustainable investing, it makes sense to review the estimated fund flows in the European fund industry based on the assigned SFDR articles. At first glance, it appears the trend of 2023 has continued, as mutual funds and ETFs assigned to Article 9 of the SFDR were the only category which faced outflows (-€27.8 bn) over the course of 2024.   Graph 1: Cumulative Estimated Net Flows in the European Fund Industry by SFDR Article (in bn EUR) Source: LSEG Lipper   A closer look shows that Article 9 products faced estimated net outflows in

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for November 2024.   Loading

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for November 2024.   Loading

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for October 2024.   Loading