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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

At the halfway point, glass half full

At the halfway point, glass half full

Investors spent the first few days of the third quarter trying to link the potential outcomes of snap elections in the UK and France, and shifts in the American political landscape with the potential outcomes for those countries’ asset markets. It was an exercise that left them in a more cautious frame of mind than they had been for much of the second quarter.

EPFR in the news – July 2024

EPFR in the news – July 2024

Learn where EPFR’s leading Fund Flows data is cited in media outlets around the globe, this is a summary of July 2024.

At the halfway point, glass half full

At the halfway point, glass half full

Investors spent the first few days of the third quarter trying to link the potential outcomes of snap elections in the UK and France, and shifts in the American political landscape with the potential outcomes for those countries’ asset markets. It was an exercise that left them in a more cautious frame of mind than they had been for much of the second quarter.

First outflow in 10 weeks for US Equity Funds

First outflow in 10 weeks for US Equity Funds

Last week, investors homed in on recent data showing labor markets easing and price growth moderating and boosted flows to US Equity and Bond Funds. But there was a noticeable drop in risk appetite. This week, investors pumped more money into cash, gold and took on a more diversified approach.

EM Debt Markets: Finding a jewel in GEM allocations

EM Debt Markets: Finding a jewel in GEM allocations

The decade that started in 2020 has, so far, been a bumpy one for emerging markets bonds and those that invest in them. The Covid pandemic, interest rates in Europe and North America at multi-year highs, major defaults in China’s troubled property sector and Russia’s pariah status following its attack on Ukraine have all sent shockwaves through the asset class.