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
CLOs emerging from the CDO shadow
Modern CLOs and CDOs are regarded as much safer than their pre-crisis versions. But where, in the spectrum of major fixed income asset classes do they sit?
Some holiday cheer as 2024 winds down
With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal Reserve and European Central Bank expected to cut interest rates by another 25 basis points before the New Year, investors found some things to cheer about during the first full week of December.
Dots get harder to connect in early December
The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East and South Korea’s flirtation with martial law. With the holiday season on the horizon and 2024 winding down, investors responded to these events by rotating from conventional assets classes to unconventional ones and cash.
CLOs emerging from the CDO shadow
Modern CLOs and CDOs are regarded as much safer than their pre-crisis versions. But where, in the spectrum of major fixed income asset classes do they sit?
Some holiday cheer as 2024 winds down
With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal Reserve and European Central Bank expected to cut interest rates by another 25 basis points before the New Year, investors found some things to cheer about during the first full week of December.
Dots get harder to connect in early December
The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East and South Korea’s flirtation with martial law. With the holiday season on the horizon and 2024 winding down, investors responded to these events by rotating from conventional assets classes to unconventional ones and cash.
Money flows to the eye of future storms
US President-elect Donald Trump has made it clear he has little truck with the logic of climate change. But investors expect Trump’s presidency will make the global investment climate markedly less stable in the coming years. They are also taking him at his word that ‘America first’ will underpin his administration’s economic policymaking and acting accordingly.