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About EPFR’s Fund Flows and Allocations Data and Insights

 

Unparalleled understanding of how money is moving and why

EPFR provides a deeper view of the market to show where money is moving across geographies, sectors, industries and securities, enabling the global investment community to make intelligent decisions based on solid facts.

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.

$52T+

AUM of tracked assets

93%

AUM coverage of all equity fund products globally

151K+

Share classes

$7T+

Money market funds tracked globally

25+

Years of experience

Primary benefits

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Industry-leading timeliness and granularity

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Supports both bottom-up and top-down asset allocation strategies

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Illustrated analysis of key factors driving current flow trends

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Critical insights at macro and stock levels

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Unique views on fund manager and investor sentiment

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Insight into the fixed Income fund market at a bond ownership and security level

Connecting the dots with EPFR’s Fund Flows

Unlock key insights on how and where retail and institutional investors are placing their money with EPFR’s unparalleled view of globally-domiciled ETF fund flows and mutual 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 $52 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

Investors find reasons to move in early June

Investors find reasons to move in early June

The first week of June ended with investors digesting the results of general elections in South Africa, India and Mexico, and looking ahead to key central bank policy meetings and further elections in the UK and European Union. They responded by gravitating to Taiwanese (POC) and Indian equity, most bond categories and cash, with EPFR-tracked Money Market Funds absorbing over $45 billion and flows into Bond Funds hitting their second highest weekly total year-to-date.

Is there still hope for Middle Earth?

Is there still hope for Middle Earth?

Cheerleaders for the UK’s stock market are thin on the ground these days. They are even thinner when it comes to the small and mid-cap spaces, with some forecasters arguing that key indexes will be hollowed out by constituent defections and ‘lift outs’ to such an extent that by 2030 they will no longer be viable.

Investors find reasons to move in early June

Investors find reasons to move in early June

The first week of June ended with investors digesting the results of general elections in South Africa, India and Mexico, and looking ahead to key central bank policy meetings and further elections in the UK and European Union. They responded by gravitating to Taiwanese (POC) and Indian equity, most bond categories and cash, with EPFR-tracked Money Market Funds absorbing over $45 billion and flows into Bond Funds hitting their second highest weekly total year-to-date.

EPFR in the news – June 2024

EPFR in the news – June 2024

Discover where EPFR’s Fund Flows and Allocations data is cited in global media outlets, this is a summary for June 2024.

Is there still hope for Middle Earth?

Is there still hope for Middle Earth?

Cheerleaders for the UK’s stock market are thin on the ground these days. They are even thinner when it comes to the small and mid-cap spaces, with some forecasters arguing that key indexes will be hollowed out by constituent defections and ‘lift outs’ to such an extent that by 2030 they will no longer be viable.

Funds benchmarked to Bitcoin drive alternatives

Funds benchmarked to Bitcoin drive alternatives

With election results for South Africa, India and Mexico looming and key central bank meetings on the horizon, investors generally took a wait-and-see stance in late May. Net flows, in % of AUM terms, for all Equity, Bond and Money Market Funds came in at 0.01%, 0.07% and 0.08%, respectively. Only two of the 11 major Sector Fund groups posted inflows for the week and both the major multi asset groups, Total Return and Balanced Funds, experienced net redemptions.