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Lipper Fund Awards USA Expert Panel

Winning Fund Strategies in Volatile Markets
& Global Fund Flow Trends

This webinar has now taken place. Please complete the form to access the recording.

The winners of this year’s Refinitiv Lipper Fund Awards were recently announced for the USA. Based entirely on quantitative criteria, the industry’s premier awards programme recognizes the country’s best performing funds through a rigorous and independent assessment process.

Join our upcoming webinar, where a selection of this year's winners will provide insight into their fund strategies and shed light on how they navigated the ups and downs of the markets over the past year. Discussion points include:

  • Strategies used by winning funds to navigate the rough markets of the past year
  • Major factors that contributed to winning funds’ success and key challenges they overcame (with a focus on inflation and supply chain bottlenecks)
  • Key drivers behind fund performance going forward and any adjustments they’ll make
Bob Jenkins, Global Head of Lipper Research, also shed light on some of the latest fund flow trends commented on the latest fund flow trends we are seeing based on Lipper data. The global geopolitical situation, the ongoing COVID-19 pandemic, and the sluggish market environment are weighing on investor sentiment and activity. Interestingly and unusually however, certain trends are running counter to what one might expect. During the webinar, Bob will expand on what the data is showing us.

At the end of the webinar, audience members will have the opportunity to ask questions and glean insights live from the panelists.

We are pleased to hold this webinar in partnership with InvestmentNews, our exclusive media partner for the 2022 USA Lipper Fund Awards.

Interested in learning more about the 2022 USA Lipper Fund Awards? Visit our Resource Hub for the complete winner’s list, expert blogs from the Refinitiv Lipper team, and media coverage InvestmentNews.

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Our Panelists
Paul Curcio
Executive Editor (Moderator)
Robert Jenkins
Global Head of Lipper Research
Jason J. Hoyer, CFA
Portfolio Manager
Reams Asset Management
John V. Miller, CFA
Head of Municipals

Our Partner
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