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
Playing with dynamite
In this Quant’s Corner, we will look at the growing number of single-security Leveraged Funds in EPFR’s database and explore ways to generate alpha-creating signals from their unique characteristics.
Investors taking an alternative view of the US
Amidst a flurry of executive orders from President Donald Trump, issued in the wake of his inauguration and days after he launched a new meme coin, investors steered over $5 billion into Alternative Funds during the third week of January with over $4 billion of that total going to Cryptocurrency Funds.
Clock ticking down to second Trump presidency
The second week of January saw Americans mourning their 39th president, watching in horror as large swathes of Los Angeles burned and – along with the rest of the world – positioning themselves for the return of Donald Trump to the White House. Against this backdrop, which also included better-than-expected inflation figures from the US and UK, investors steered another $20 billion into US Equity and Bond Funds, rotated from cryptocurrencies to gold, responded strongly to the first round of financial sector earnings reports and pulled over $1.8 billion from Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates.
Playing with dynamite
In this Quant’s Corner, we will look at the growing number of single-security Leveraged Funds in EPFR’s database and explore ways to generate alpha-creating signals from their unique characteristics.
Investors taking an alternative view of the US
Amidst a flurry of executive orders from President Donald Trump, issued in the wake of his inauguration and days after he launched a new meme coin, investors steered over $5 billion into Alternative Funds during the third week of January with over $4 billion of that total going to Cryptocurrency Funds.
Clock ticking down to second Trump presidency
The second week of January saw Americans mourning their 39th president, watching in horror as large swathes of Los Angeles burned and – along with the rest of the world – positioning themselves for the return of Donald Trump to the White House. Against this backdrop, which also included better-than-expected inflation figures from the US and UK, investors steered another $20 billion into US Equity and Bond Funds, rotated from cryptocurrencies to gold, responded strongly to the first round of financial sector earnings reports and pulled over $1.8 billion from Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates.
EPFR in the news – December 2024
Learn where EPFR’s fund flows and allocations data has been cited in leading global media outlets, this is a summary for December 2024.