The intelligence behind intelligent decisions
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.
$50T+
93%
150K+
$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
Personalized,
consultative approach
Data tailored for your unique strategy
Our experts work with you 1-on-1 to assess your use case and ensure that you are getting the best inputs and most actionable insights for your needs.
EPFR is a global company built on service and helping the investment community gain a deeper understanding of what’s really happening.
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
Flows to US Bond Funds hit the buffers
The fourth week of September saw oil prices inch closer to the $100 a barrel mark, yields on US 10-year Treasuries hit a 15-year high and the clock wind down towards another US government shutdown. Investors, predictably, lost a lot of their risk appetite.
Putting a premium on T+0.5 data
In this Quants Corner, we demonstrate that Premium Daily Flows data can be harnessed through quantitative analysis and modeling to deliver strong returns on both an absolute and relative basis.
EPFR Exchange Podcast – Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar
In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management’s Senior Portfolio Manager Jon Withaar to discuss major themes in Japan
Flows to US Bond Funds hit the buffers
The fourth week of September saw oil prices inch closer to the $100 a barrel mark, yields on US 10-year Treasuries hit a 15-year high and the clock wind down towards another US government shutdown. Investors, predictably, lost a lot of their risk appetite.
Putting a premium on T+0.5 data
In this Quants Corner, we demonstrate that Premium Daily Flows data can be harnessed through quantitative analysis and modeling to deliver strong returns on both an absolute and relative basis.
EPFR Exchange Podcast – Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar
In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management’s Senior Portfolio Manager Jon Withaar to discuss major themes in Japan
Weekly fund flows highlights – 25th September 2023
How is investor sentiment reacting to the latest moves made by the US Federal Reserve and the European Central Bank? Steve Muzzlewhite, EPFR’s Global Head of Customer Solutions, sheds some light on the back of the decisions made across both sides of the Atlantic of maintaining the current interest rates.