Pat Keon, CFA
Pat Keon was a senior research analyst at Lipper from 2005 to 2020, specializing in U.S fund classifications and portfolio analytics.
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by Pat Keon, CFA.
Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $4.7 billion for the fund-flows trading week ended Wednesday, October 14. This week’s results marked the tenth straight overall net negative result for funds. Money market funds (-$18.9 billion) were responsible for all of this week’s net outflows, while taxable bond funds (+$11.2 billion), equity funds (+$2.4 billion), and municipal bond funds (+$614 million) all took in net new money.
Pat Keon, CFA, speaks to the highlights in this week’s video.
Lipper’s head of UK research, Dewi John, reviews the main trends in conventional and ...
Tom Roseen, Head of Research Services with LSEG Lipper and author of the Closed-End Funds ...
Lipper's UK Head of Research gives an overview of the fund trends for the third quarter ...