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LIPPER
The boutique multi-managers will deliver the goods
Investment Week | 29 Jan 2010
Happy 15th Birthday, Investment Week! My how time flies… By coincidence it is also 15 years since we founded our multi-manager team at Rothschild.
Passive vs active debate comes full circle
Cost and value were the central factors in the active or passive debate 15 years ago and it is much the same today, the major difference being that funds find themselves in competition with their own peers rather than each other
Investment Week | 29 Jan 2010
7 tips for success in asset allocation
The seven key considerations to bear in mind for AA investments
Investment Week | 14 Dec 2009
OTHER LIPPER ARTICLES
Performance fees – the good the bad and the downright rotten
Many moons ago, I mentioned in this column my leisurely lunch one fine summer’s day with Mr Ed Moisson from Lipper, during which we discussed the costs involved with fund management.
Investment Week | 28 Sep 2009
EC threat to alternative investment funds
Directive on Alternative Fund Managers will apply to all non-Ucits products and could lead to overhaul or closure of some funds
Investment Week | 11 May 2009
Net sales reach highest point in three years, says Lipper
UK net fund flows have reached their highest quarterly level for three years, according to Lipper's quarterly fund sales report.
Investment Week | 06 May 2009
Close UK smaller companies fund worst performer in October
Close Beacon Investment fund, a UK smaller companies vehicle, was the worst performing fund in Octob...
Investment Week | 07 Nov 2008
Retail fund sales pick up as investors favour bonds in Q2
Invesco Perpetual is one fund group to have benefited as investor cash begins to flow back into bonds...
Investment Week | 12 Aug 2008
Commodity funds suffer in July as biotech vehicles rally, says Lipper
Two biotech funds were amongst the top five best-performing vehicles in July, according to Lipper. ...
Investment Week | 07 Aug 2008
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The small-cap effect
Smaller companies may outperform for a multi-year period, says Gartmore's Gervais Williams.
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Keeping a watchful eye on the funds that matter. This month, Schroders' income funds take the spotlight.
JOB OF THE WEEK
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