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
For investors, safety trumps liberty on early April
The second quarter kicked off with US President Donald Trump mapping out a path to ‘liberation’ built on the foundation of higher tariffs for nearly all of America’s trading partners.
Latin America’s Macro Landscape: Divergent Economies and Complications from Trump
Latin American nations boast a wealth of natural resources and growing middle classes. They are also vulnerable to US tariffs, the ups and downs of demand from China and geopolitical tensions. As part of ISI Markets’ latest expansion project, CEIC – our macroeconomic data powerhouse – recently added more than 80 insightful datasets for these markets. (CEIC was recently named Best Alternative Data Provider to the Buyside by Waters Technology.)
Turkish assets take a roasting in late March
Another volatile week for global asset markets saw investors gravitate to funds offering exposure to gold, technology, diversified developed markets equity, dollar-denominated liquidity and European stocks during the fourth week of March. With risk appetite still at a low ebb, especially among fixed income investors, Bank Loan Funds extended their longest run of outflows since mid-3Q24, High Yield Bond Funds posted their second outflow over the past three and there was a strong reaction to the latest bout of political unrest in Turkey with EPFR-tracked Turkey Bond and Money Market Funds both setting new outflow records.
For investors, safety trumps liberty on early April
The second quarter kicked off with US President Donald Trump mapping out a path to ‘liberation’ built on the foundation of higher tariffs for nearly all of America’s trading partners.
Latin America’s Macro Landscape: Divergent Economies and Complications from Trump
Latin American nations boast a wealth of natural resources and growing middle classes. They are also vulnerable to US tariffs, the ups and downs of demand from China and geopolitical tensions. As part of ISI Markets’ latest expansion project, CEIC – our macroeconomic data powerhouse – recently added more than 80 insightful datasets for these markets. (CEIC was recently named Best Alternative Data Provider to the Buyside by Waters Technology.)
Turkish assets take a roasting in late March
Another volatile week for global asset markets saw investors gravitate to funds offering exposure to gold, technology, diversified developed markets equity, dollar-denominated liquidity and European stocks during the fourth week of March. With risk appetite still at a low ebb, especially among fixed income investors, Bank Loan Funds extended their longest run of outflows since mid-3Q24, High Yield Bond Funds posted their second outflow over the past three and there was a strong reaction to the latest bout of political unrest in Turkey with EPFR-tracked Turkey Bond and Money Market Funds both setting new outflow records.
Exploring Trump’s tariffs and international trade landscape
Amid uncertainty about Chinese resource demand, US tariffs and Australia’s pivot to rate cuts, this chart pack assembles perspectives from three ISI Markets businesses that span the financial universe: CEIC, EPFR and REDD.