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.
$54T+
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
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)
Latest Insights
Thought leadership and analysis that help you find a signal in the noise
Living through interesting times
Weaker US job creation numbers and the first interest rate cut by Sweden’s central bank since 2016 gave investor risk appetite a modest boost during the first week of May. Flows to all EPFR-tracked Equity Funds climbed to a six-week high, High Yield Bond Funds recorded their biggest inflow since early November and Europe Equity Funds posted consecutive weekly inflows for the first time in over 14 months.
EPFR in the news – May 2024
Discover where EPFR’s Fund Flows and Allocations data has been cited in leading media outlets in May 2024.
Surprising value in the space between expected and delivered
This Quant’s Corner will explore the gap between destination and arrival in the investment process using EPFR’s Stock Flows & Holdings data, and create a new quantitative factor – called Share Surprise (ShsSurp) for the purpose of this piece – that unlocks additional value.
Living through interesting times
Weaker US job creation numbers and the first interest rate cut by Sweden’s central bank since 2016 gave investor risk appetite a modest boost during the first week of May. Flows to all EPFR-tracked Equity Funds climbed to a six-week high, High Yield Bond Funds recorded their biggest inflow since early November and Europe Equity Funds posted consecutive weekly inflows for the first time in over 14 months.
EPFR in the news – May 2024
Discover where EPFR’s Fund Flows and Allocations data has been cited in leading media outlets in May 2024.
Surprising value in the space between expected and delivered
This Quant’s Corner will explore the gap between destination and arrival in the investment process using EPFR’s Stock Flows & Holdings data, and create a new quantitative factor – called Share Surprise (ShsSurp) for the purpose of this piece – that unlocks additional value.
Sell in May and go away until 2025?
The final week of April ended with US markets closing the books on their worst month since September, the price of Bitcoin down some 17% from its mid-March high, Russia on the offensive in Ukraine and US interest rate cuts nowhere in sight. Against this backdrop, flows to most EPFR-tracked fund groups remained subdued for the second week running.