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
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.
Investors stick to the script in late January
Equity funds dedicated to the Chinese mainland posted another record outflow in the fourth week of 2026 as authorities tap the brakes on a stock market rally that started 15 months ago. The latest reporting period ended with the benchmark Shanghai Composite Index closing within 290 points of its peak before the mid-2015 correction.
Digging Deeper in the Commodity Fund Toolbox
In this Quants Corner, we re-explore momentum-based rotation strategies for single-stock Cryptocurrency Funds, assessed whether the growing investors interest in Copper Funds can be translated into additional alpha, and set-the-scene for EPFR’s Commodity Model that uses aggregated 20-day flows to pick between gold, silver, energy and agriculture.
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.
Investors stick to the script in late January
Equity funds dedicated to the Chinese mainland posted another record outflow in the fourth week of 2026 as authorities tap the brakes on a stock market rally that started 15 months ago. The latest reporting period ended with the benchmark Shanghai Composite Index closing within 290 points of its peak before the mid-2015 correction.
Digging Deeper in the Commodity Fund Toolbox
In this Quants Corner, we re-explore momentum-based rotation strategies for single-stock Cryptocurrency Funds, assessed whether the growing investors interest in Copper Funds can be translated into additional alpha, and set-the-scene for EPFR’s Commodity Model that uses aggregated 20-day flows to pick between gold, silver, energy and agriculture.
Flows ebb as Year of the Dragon winds down
The third week of January saw mainland China-mandated Equity Funds surrender record-setting amounts of money. The redemptions, attributed to institutional investors following official guidance, came on the heels of an increase in margin financing requirements as Chinese equity markets rallied to levels last seen in the second quarter of 2015.