European investors in general were further in a risk-on mode over the course of the year 2021 as equity funds were the best-selling asset type for the year. In fact, the European fund industry enjoyed record inflows (€724.1 bn) over the course of the year 2021 despite the unclear economic situation caused by the ongoing COVID-19 pandemic, disruptions in the delivery chains of some industry sectors, and steadily rising inflation. That said, it is remarkable that the year 2021 was the second year in a row during a global crisis in which the European fund industry enjoyed record inflows. With

On March 3, 2022, Refinitiv Lipper unveiled the results of the Refinitiv Lipper Fund Awards for Switzerland in conjunction with our long-term media partner Fundplat. Unlike previous years, physical in-person events won’t be held globally due to the ongoing COVID-19 pandemic. This announcement marks the annual kick-off for Lipper’s global awards program. The Refinitiv Lipper Fund Awards will get a lot of attention from the asset management industry since these awards showcase the ability of a fund to deliver high risk-adjusted returns in changing market environments, and the global fund industry has faced particularly challenging times since 2019. Different methodologies

European investors in general were further in a risk-on mode over the course of the year 2021 as equity funds were the best-selling asset type for the year. In fact, the European fund industry enjoyed record inflows (€724.1 bn) over the course of 2021 despite the unclear economic situation caused by the ongoing COVID-19 pandemic, disruptions in the delivery chains of some industry sectors, and steadily rising inflation. That said, it is remarkable that 2021 was the second year in a row during a global crisis in which the European fund industry enjoyed record inflows. These strong inflows are somewhat

Inflows into money market products boosted the fund flows for October 2021, while European investors were in general further in a risk-on mode over the course of the month. Given the general market environment it was no surprise that October 2021 was a positive month for the European fund industry since mutual fund (+€105.5 bn) and ETF (+€10.6 bn) promoters enjoyed inflows. The overall flow pattern in Europe showed that investors continued to be in risk-on mode in October even as the general flow pattern was driven by inflows into money market products. In more detail, investors bought further into

European investors were generally in a risk-on mode over the course of the year 2021 despite the increased volatility in securities markets. Given the general market environment it was no surprise that we witness some months with mixed results for the flows within the different asset types, even as the European fund industry enjoyed inflows over the course of the first nine months of 2021. In more detail, the promoters of mutual funds enjoyed inflows of €337.0 bn. In line with this, the promoters of ETFs enjoyed record inflows of €126.9 bn over the course of the year so far.

European investors were further in a risk-on mode over the course of September despite the increased volatility in securities markets. Given the general market environment, it was no surprise that September 2021 was a month with mixed results for the European fund industry since the promoters of mutual funds (-€20.5 bn) faced outflows, while the promoters of ETFs (+€13.0 bn) enjoyed inflows. The overall flow pattern in Europe showed that investors continued to be in risk-on mode in September as the general flow pattern was driven by money market products. In more detail, investors bought further into risky assets as

The thirteenth annual Lipper Alpha Expert Forum was held in London on November 8, 2018 and maintained its reputation as one of the European mutual fund industry’s premier thought-leadership events. We welcomed some of the preeminent fund industry executives in Europe to share their views on key developments and challenges facing the industry today. Once again we partnered with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.–as our co-hosts, and a full house in the Thomson Reuters Auditorium ensured a lively debate. Future directions for fund groups Lipper’s Jake Moeller moderated the morning’s first panel