Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper (currently Refinitiv) invites you to join him and winning funds at the UK Lipper Fund Awards on Wednesday March 14, 2018 in London. The Lipper Fund Awards recognize funds that have managed returns and volatility favourably compared with their peers over time.  Join Jake and celebrate excellence with funds managers and firms who have added exceptional value for their investors. Register to attend here.     Disclaimer:  This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice.

Lipper from Refinitiv is well known for its Global Lipper Fund Awards franchise. However, it also lends its expertise in data collection and analysis to a number of organisations who host their own industry award events. For three years, Lipper is proud to have been associated with the InvestmentEurope Fund Manager of the Year Awards. In 2017, they were held in London on November 30. The event was attended by over thirty global and pan-European fund manager groups as well as a number of high-profile fund selectors, analysts, wealth managers and mutual fund commentators. Fund awards with qualitative and quantitative

The twelfth annual Lipper Alpha Expert Forum was held in London on November 7, 2017 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. The evolution of ethical investing to ESG and beyond The morning’s first panel

Founder of Square Mile Consulting, Richard Romer-Lee is one of the U.K.’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses in the last 20 years. In this podcast, Richard examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives. He discusses key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund. Richard is speaking with Lipper’s Head of UK & Ireland Research, Jake Moeller in London on September 1, 2017. Running

In this webcast, Andrew MacFarlane, Investment Director at FUNDHOUSE, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum held in London on July 11, 2017. In this short interview, Andrew reveals how FUNDHOUSE is doing its business differently in the fund selection industry. He outlines the unique fee structure that FUNDHOUSE uses to ensure objectivity in its fund recommendations and explains how the industry suffers from being too “diplomatic” with its sell decisions. About Andrew MacFarlane Andrew joined FUNDHOUSE in 2013 and is an Investment Director of the firm. He previously spent

The active versus passive debate is as enduring as the hills. However, recent fund flows into passive vehicles in pan-Europe have been well ahead of long-term averages. In this Asset TV panel, Lipper data reveals that in 2015, 32% of net flows into mutual funds were into passive vehicles. For 2016 this was 24% and for 2014 only 7%. In the first quarter of 2017, passive flows represented 20% of net flows. Exhibit 1. Estimated Net Flows of Pan European Mutual Funds by Product Type In this video, hosted by Asset TV‘s Jenny Hammond, and featuring influential industry panellists,  Jake Moeller,

In this webcast, Victoria Hasler, Head of Research at Square Mile chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum held in London on July 11, 2017. Here, she shares her views on what makes a good mutual fund, how she considers passive and exchange traded funds and how the fund selection industry is likely to change in the future. About Victoria Hasler Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team which

The “wisdom of the crowd” might for some be a reassuring phenomenon that can be readily applied to mutual fund investing. There is some sense to this; most investors are not fund experts, so a large and popular fund (in the absence of any other information about it) has probably had its tyres kicked enough times to act as some type of warranty. Why do investors flock to the same funds? There are many reasons for a fund or a fund house to be popular. Brand recognition, the effectiveness of its sales team, and its fund range are key as

The 27th annual U.K. Lipper Fund Awards event was held at the elegant Chartered Accountant’s Hall on March 30, 2017. A full house of 200 participants from the U.K. and international fund management industries created an exciting buzz ahead of the industry’s premier night of recognizing excellence in fund management. The event was well followed on Twitter with many members of the audience sharing their views via the hashtag #LipperFundAwards. This year there was an emphasis on the history and importance of Lipper capabilities within the Thomson Reuters suite. A short video outlined the evolution of Lipper from its inception

On January 31 approximately 200 participants from the Swiss and international fund industries celebrated the twenty-eighth annual Lipper Fund Awards for Switzerland, held in the prestigious AURA Festsaal in Zurich. This awards event is the kick-off every year for Lipper’s global awards program. Since the event also marks the beginning of the annual Swiss awards season, it gets a lot of attention from the asset management industry as well as from the media. The speakers at the event were Thilo Schreyer, Business Manager Switzerland and Liechtenstein at Thomson Reuters; Jan Giller, Partner and Head of Marketing and Sales at Fundinfo;

Lupus alpha is an independent German investment boutique (launched in 2000) that specializes in small- and mid-cap and alternative UCITS strategies. Prior to the annual Lupus alpha investors conference in Frankfurt I had the opportunity to speak with Mr. Ralf Lochmüller, founding partner and speaker of the board at Lupus alpha, about the company and how it has succeeded, as well as about the market for alternative UCITS in general. Mr. Lochmüller, Lupus alpha has become an established fund promoter in Germany since its launch in 2000. What has been the biggest obstacle you have had to overcome—from the company’s

The “Brexit” result in the recent British EU membership referendum has surprised many analysts and investors. According to Lipper data, the European mutual fund market suffered net outflows of over €20 billion in June 30, 2016. Despite this, equity markets have been surprisingly buoyant with the MSCI World Index in Sterling reaching a five-year high (see Exhibit 1. below). In this podcast, Andrew Parry, Head of Equities at Hermes Investment Management, examines the recent machinations of the European equities market and discuss current opportunities and threats in light of post-referendum uncertainty. He is talking with Jake Moeller, Head of UK