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
EM Equity Funds ride China rebound during record-setting week
The first week of October saw China’s benchmark stock index do a passable imitation of a roller coaster. It was a different story for flows into dedicated China Equity Funds whose rocket-like trajectory carried these funds and the broader Emerging Markets Equity Fund group into record territory.
American politics: Where’s the information advantage?
The impending US Presidential election, which pits Democratic Vice President Kamala Harris against former Republican President Donald Trump, is generating its traditional flood of analysis about the impact either’s victory will have on markets, the US economy and multiple asset classes.
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging markets stocks, were partially vindicated in late September when EPFR-tracked Emerging Markets Equity Funds posted their second-largest weekly inflow of the year.
EM Equity Funds ride China rebound during record-setting week
The first week of October saw China’s benchmark stock index do a passable imitation of a roller coaster. It was a different story for flows into dedicated China Equity Funds whose rocket-like trajectory carried these funds and the broader Emerging Markets Equity Fund group into record territory.
American politics: Where’s the information advantage?
The impending US Presidential election, which pits Democratic Vice President Kamala Harris against former Republican President Donald Trump, is generating its traditional flood of analysis about the impact either’s victory will have on markets, the US economy and multiple asset classes.
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging markets stocks, were partially vindicated in late September when EPFR-tracked Emerging Markets Equity Funds posted their second-largest weekly inflow of the year.
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into US-mandated Equity, Bond and Money Market Funds tracked by EPFR totaled over $160 billion. The bulk of that fresh money, however, was absorbed by US Money Market Funds.