About EPFR’s Fund Flows and Allocations Data and Insights
Unparalleled understanding of how money is moving and why
Our best-in-class Fund Flows and Allocations Data helps you reveal the investible truth by looking at market trends, investor sentiment, liquidity, risk signals and corporate actions, and can be tailored to your specific use case.
$55T+
93%
151K+
$7T+
25+
Primary benefits
Industry-leading timeliness and granularity
Supports both bottom-up and top-down asset allocation strategies
Illustrated analysis of key factors driving current flow trends
Critical insights at macro and stock levels
Unique views on fund manager and investor sentiment
Insight into the fixed Income fund market at a bond ownership and security level
Connecting the dots with EPFR’s Fund Flows
Dating back to 1995, our fund flow data provides as-reported coverage of the net flows into and out of a universe of over 151,000 share classes and more than $55 trillion in assets tracked (AUM), helping our clients reveal the investible truth from:
- Equity Fund Flows
- Bond Fund Flows
- All other major asset classes, including: Money Market Flows, Alternative Fund Flows, and Multi-Asset Flows
Trusted by:
%
of the Bulge Bracket (the world’s largest investment banks)
%
of the “top 20” global asset management firms (by AUM)
%
of the Bulge Bracket (the world’s largest central banks)
%
of the “top 20” global asset mgmt firms (by AUM)
Our data and insights are highly cited in
Latest Insights
Thought leadership and analysis that help you find a signal in the noise
Post-election realignment continues apace
Investors committed another $151 billion to all US Equity, Money Market and Bond Funds during the second week of November as they adjusted their expectations in light of the Nov. 5 election. That contest saw former president Donald Trump win another term and the Republicans secure majorities in both houses of Congress.
America first during early November
Net flows during the week ending Nov. 6 to all US Equity, Bond and Money Market Funds totaled $138 billion, with some $25 billion of that total arriving the day after Republican Donald Trump won his second term as president of the United States.
Searching for buffers in late October
Uncertainty about the impending US presidential election, the mixed reaction to Chinese efforts to kickstart key elements of the world’s second-largest economy and ongoing conflicts in Ukraine and the Middle East prompted investors to look for “shock proofing” during the final week of October.
Post-election realignment continues apace
Investors committed another $151 billion to all US Equity, Money Market and Bond Funds during the second week of November as they adjusted their expectations in light of the Nov. 5 election. That contest saw former president Donald Trump win another term and the Republicans secure majorities in both houses of Congress.
America first during early November
Net flows during the week ending Nov. 6 to all US Equity, Bond and Money Market Funds totaled $138 billion, with some $25 billion of that total arriving the day after Republican Donald Trump won his second term as president of the United States.
Searching for buffers in late October
Uncertainty about the impending US presidential election, the mixed reaction to Chinese efforts to kickstart key elements of the world’s second-largest economy and ongoing conflicts in Ukraine and the Middle East prompted investors to look for “shock proofing” during the final week of October.
The calm before any election day storms
With the 2024 US Presidential election now less than two weeks away and the outcome still viewed as a toss-up, investors spent the third week of October positioning themselves for a range of outcomes. These include the ‘Trump Trade’, the continuation of the Biden/Harris agenda or a disputed election.