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
Keeping the powder dry as missiles fly
As the latest iteration of the long-running conflict between the Iran and the US entered its second week, flows to many EPFR-tracked fund groups shifted to neutral or went into reverse. Investors remain reluctant to overreact, but the week ending March 11 saw them step up their repositioning in the face of sharply higher energy prices and the impact that may have on inflation. Funds dedicated to Europe, Turkey and India were among those hit by these shifts.
Will Iranian history repeat itself?
A month after the US bombed Iran’s nuclear facilities last June, major US indexes were hitting fresh record highs, Japan’s Nikkei-225 had climbed past the 41,000 point mark, the price of a barrel of WTI oil had fallen back below $70 and the price of gold was marginally higher than it was two days before the strike.
Another round of bricks in the wall of worry
There was a lot for investors to digest going into the final days of February. The implications of the US Supreme Court’s ruling on President Donald Trump’s tariffs. The chances of a US strike on Iran. The risks posed by Anthropic’s Claude AI for existing software business models. The possibility that the recent partial gating of a major private capital fund signals wider problems.
Keeping the powder dry as missiles fly
As the latest iteration of the long-running conflict between the Iran and the US entered its second week, flows to many EPFR-tracked fund groups shifted to neutral or went into reverse. Investors remain reluctant to overreact, but the week ending March 11 saw them step up their repositioning in the face of sharply higher energy prices and the impact that may have on inflation. Funds dedicated to Europe, Turkey and India were among those hit by these shifts.
Will Iranian history repeat itself?
A month after the US bombed Iran’s nuclear facilities last June, major US indexes were hitting fresh record highs, Japan’s Nikkei-225 had climbed past the 41,000 point mark, the price of a barrel of WTI oil had fallen back below $70 and the price of gold was marginally higher than it was two days before the strike.
Another round of bricks in the wall of worry
There was a lot for investors to digest going into the final days of February. The implications of the US Supreme Court’s ruling on President Donald Trump’s tariffs. The chances of a US strike on Iran. The risks posed by Anthropic’s Claude AI for existing software business models. The possibility that the recent partial gating of a major private capital fund signals wider problems.
Income and liquidity guide flows in early February
Both Physical Gold and Cryptocurrency Funds recorded outflows in early February as flows shifted to fund groups offering income, liquidity or both. Investors committed over $85 billion into Money Market Funds, added to Municipal Bond Funds latest inflow streak, lifted flows into Dividend Equity Funds to an eight-week high and steered fresh money into Autocallable Income funds for the 33rd straight week.