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The Financial & Risk business of Thomson Reuters is now Refinitiv
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Jake was the Head of Refinitiv Lipper UK & Ireland Research from 2013 to 2020.
Since 1998, he has specialised in mutual fund research & selection, fund-of-funds portfolio management and asset allocation strategies. He spent six years as a portfolio manager and fund selector at AIG and has been a mutual fund research specialist for Lloyds Banking Group, Towry and the Commonwealth Bank of Australia. He is a trustee director of the Refinitiv UK Pension Plan.
Jake is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and a Senior Fellow of the Financial Services Institute of Australasia (Finsia).
At the recent Lipper Fund Selector Forum 2018, Detlef Glow, Head of Lipper EMEA Research, outlined the trends in the pan-European mutual funds market for the period to the end of May 2018.
In this presentation, Detlef explains what fund categories are proving popular with investors, which are not, and which fund groups are selling well. Detlef also examines the split of investments between active and passive vehicles in Europe and provides an overview of current fund sector preferences.
The full Lipper European Fund Market Report for 1H 2018 can be accessed via this link.
Running order
Run Time
Topic
00:00
Introduction
01:50
Pan-European – Assets under management
02:20
Market share by asset type
03:00
Historical European fund sales
04:00
Fund sales by asset type
07:00
Best and worst selling fund sectors year-to-date
09:00
Top twenty best selling fund promoters year-to-date
10:50
Breakdown of European AUM by active v passive vehicles
11:50
ETF fund flows
14:20
Fund flows market share by product type year-to-date
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. We cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
