Global Fund Trend & Methodology – What does the data say?

At the 2019 Lipper Fund Awards Hong Kong, Xav Feng, Director, Lipper Asia Pacific Research at Refinitiv, presented the Global Fund Flow Trend report and how Lipper calculates the merit of the winners using entirely objective, quantitative criteria.

He highlighted the developments, major fluctuations and recorded net inflows and outflows globally, as well as the top leading sectors and the performance of active and passive management for 2018.

The Lipper Leaders’ rating system is explained in relation to the Lipper Fund Awards methodology, and how it is applied to winning funds and the Hong Kong universe. The process for selecting the winners is rigorous and based on Lipper’s proprietary methodology and data.

Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

View all 2019 Hong Kong winners and photos of the event here.

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