On March 13, 2024, LSEG Lipper unveiled the results of the United States LSEG Lipper Fund Awards alongside its long-term media partner, InvestmentNews, in the heart of the financial district of New York. This event gathered investment professionals, industry experts, and journalists from all over the United States to help us acknowledge and celebrate the success of portfolio managers and fund management companies who posted the strongest risk-adjusted returns compared to their peers. While 2023 was a banner year for equity and fixed income funds, the headwinds that all asset managers faced over the last several years were challenging. From

Examining the origins, evolution, and defining innovations leading to the global growth of mutual fund investing   Origins of Western Mutual Fund Investing The mutual fund has democratized investing by enabling access to professional management and the benefits of scaled asset allocation and diversity for investors across the income spectrum. Early origins likely hailed from collective investment trusts first promulgated by the Dutch in the mid-eighteenth century. Perhaps the inspiration for this novel investing approach sprang from another pioneering event from the Dutch: the first investing bubble—known as the famous tulip bulb “mania”—of the 1630s. This event saw everyday people