Rich in Flows, Poor in Perception:
A Diverging Narrative of US Capital Positioning Under Trump 2.0

 

Leveraged Funds: How to generate
alpha-creating signals

 

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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.

$55T+

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 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

Going for gold in the second half of October

Going for gold in the second half of October

On the surface, the third week of October was another good one for EPFR-tracked mutual funds and ETFs. Bond Funds took in another $17.2 billion and remained on track to set a second consecutive full-year inflow record, Equity Funds collectively absorbed $14.1 billion and Alternative Funds posted their third largest weekly inflow in over two decades.

Going for gold in the second half of October

Going for gold in the second half of October

On the surface, the third week of October was another good one for EPFR-tracked mutual funds and ETFs. Bond Funds took in another $17.2 billion and remained on track to set a second consecutive full-year inflow record, Equity Funds collectively absorbed $14.1 billion and Alternative Funds posted their third largest weekly inflow in over two decades.

China’s outperformance is finding buyers

China’s outperformance is finding buyers

Going into the second half of October, investors continued to tune out the noise surrounding Sino-US trade relations and buy into the strong year-to-date performance delivered by both countries’ stock markets.