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LIPPER

Why now is not the time to dismiss EMD

Investment Week | 14 Nov 2011

Risk aversion in the market has led to investors pulling out of local currency emerging market debt funds. Managers tell Joanna Faith why this is not necessarily the best strategy.

emd

Fitch joins with Lipper to launch enhanced ratings service

Fitch Ratings has joined up with Lipper to launch a fund rating service which combines Fitch’s qualitative fund analysis with Lipper’s rankings and performance data.

Investment Week | 19 Sep 2011

EU flag with euro notes and coins

Fitch: Absolute Return UCITS funds prone to mis-selling

Raings agency Fitch has branded European Absolute Return (AR) funds "prone to performace disappointment" and "mis-selling" to unsophisticated investors.

Investment Week | 15 Jul 2011

OTHER LIPPER ARTICLES

europe-pa

European bond funds saw net outflow in November

There is a lack of appetite amongst European investors for bond funds across the continent after a net withdrawal of €4.6bn in November, according to Lipper's latest monthly snapshot.

Investment Week | 14 Jan 2011

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Incisive Media unveils Adviserhound.com

Incisive Media today launches Adviserhound.com, the industry’s first financial find engine designed specifically to cater for the day-to-day business needs of financial advisers.

Investment Week | 01 Sep 2010

M&G tops retail sales for seventh straight quarter

M&G topped UK retail fund sales for the seventh consecutive quarter in Q2, taking in more than 20% of the industry’s total net sales of £5.2bn.

Investment Week | 16 Aug 2010

Bonds overtake equities with £1.5bn inflow in Q1

Continued appeal of bond funds in UK market evident in latest figures from Lipper FMI

Investment Week | 17 May 2010

Koester steers Global Allocation UK to top decile

Baptism of fire sees UBS Global Allocation manager Andreas Koester deliver top-quartile returns through sharp market correction

Investment Week | 06 Apr 2010

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

The boutique multi-managers will deliver the goods

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.

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

stevenson-david-che-2

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

« Previous Next »

MOST READ ARTICLES

  • Big Question: Are hopes of a US recovery overblown?

  • £1.2bn Caledonia investment trust to adopt more concentrated mandate

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contraction'

  • Conjecture: Global Emerging Markets

MOST COMMENTED ARTICLES

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight back on fund charges

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' fund charges

  • Treasury calls for FATCA exemptions on eve of new proposals

  • Most read
  • Most commented
  • Most popular
  • Big Question: Are hopes of a US recovery overblow...

  • £1.2bn Caledonia investment trust to adopt more ...

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contract...

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight b...

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' f...

  • Australia
  • Barack Obama
  • Brazil
  • Credit Suisse
  • Insider trading
  • Italy
  • Recession
  • Scotland
  • US
  • euro

HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

IPS GROUP: Senior Communic

03 Feb 2012

GBP45000 - 55000 per annum: IPS Group: Working fo

IPS GROUP: Flexible Benefi

03 Feb 2012

GBP37000 - 46000 per annum: IPS Group: An interes

MORTGAGE TALK: Self Employ

02 Feb 2012

£40-45K OTE: Mortgage Talk: Fantastic Opportunit

Foo This

EDITOR'S CHOICE

1 2 3 4 5

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

capitol hill

Treasury calls for FATCA exemptions on eve of new proposals

HM Treasury is pressuring the US government for a ‘carve out’ on FATCA for low risk institutions, ahead of a draft paper due this week.

Greek flag

Is now the time to snap up Greek debt?

London-based investment manager Exotix - the emerging and frontier markets specialist - is urging clients to buy into Greek debt and the country's stock market before it reaches a deal with creditors.

cowley-stewart-cutout

Fund Manager Focus: OMAM's Stewart Cowley

Old Mutual Asset Managers’ Stewart Cowley has run the group’s £568m Global Strategic Bond fund since joining the company from Newton Investment Management in June 2009.

train-nick

Train: How I outperformed FTSE All Share during 2011

Lindsell Train founder Nick Train has revealed hefty positions in some of the more defensive stocks in the FTSE 100 helped him outperform the market substantially last year.

EVENTS

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Northern Investment Summit

08 Feb 2012 - 08 Feb 2012

Radisson Blu, 80 High Street, The Royal Mile Edinburgh

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Strategic Bond Focus

09 Feb 2012 - 09 Feb 2012

Grand Connaught Rooms

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Professional Adviser Awards 2012

09 Feb 2012 - 09 Feb 2012

London Hilton on Park Lane, 22 Park Lane, London, W1K 1BE

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fund5live

21 Feb 2012 - 29 Feb 2012

More events
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