Tom Roseen is the Head of Refinitiv Lipper Research, joining from Janus in 1996. He is the editor and an author of Refinitiv Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports. He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts and podcasts, where he focuses on domestic and world fund performance and attribution. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance and Refinitiv Lipper Leaders.
Tom has a BS in finance from Metropolitan State College of Denver and a Master's in International Management from the University of Denver.
For the third week running, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $38.9 billion for Lipper’s fund-flows week ended December 11, 2019. Fund investors were net purchasers of money market funds (+$39.0 billion), taxable fixed income funds (+$5.6 billion), and municipal bond funds (+$1.6 billion). However, they were net redeemers of equity funds (-$7.1 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.