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+
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)
Our data and insights are highly cited in
Latest Insights
Thought leadership and analysis that help you find a signal in the noise
Market Insights: Searching for an anchor: Market sentiment towards China
Among the shifts evident in EPFR’s data coming into the third quarter was a recovery in sentiment towards, and flows into, China-mandated Equity and Bond Funds. Some of this money arrived in anticipation of more aggressive policy support for China’s economy in the wake of the Chinese Communist Party’s 3rd Plenum in mid-July. But that meeting largely affirmed the government’s current policies, and many key data points from domestic house prices to foreign direct investment in China remain at odds with the broad recovery that markets are hoping for.
Another vote for divided government?
During the first week of July, the UK held, and France concluded, general elections that resulted in significant changes to both countries’ political center of gravity. In the UK, the Labour Party’s resounding victory ended 14 years of Conservative rule while France’s two-round contest ended with no party securing a clear majority.
Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as Republican presidential candidate Donald Trump roiled already unsettled markets with his assertion that Taiwan (POC) should pay the US for the latter’s contribution to the island’s defense.
Market Insights: Searching for an anchor: Market sentiment towards China
Among the shifts evident in EPFR’s data coming into the third quarter was a recovery in sentiment towards, and flows into, China-mandated Equity and Bond Funds. Some of this money arrived in anticipation of more aggressive policy support for China’s economy in the wake of the Chinese Communist Party’s 3rd Plenum in mid-July. But that meeting largely affirmed the government’s current policies, and many key data points from domestic house prices to foreign direct investment in China remain at odds with the broad recovery that markets are hoping for.
Another vote for divided government?
During the first week of July, the UK held, and France concluded, general elections that resulted in significant changes to both countries’ political center of gravity. In the UK, the Labour Party’s resounding victory ended 14 years of Conservative rule while France’s two-round contest ended with no party securing a clear majority.
Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as Republican presidential candidate Donald Trump roiled already unsettled markets with his assertion that Taiwan (POC) should pay the US for the latter’s contribution to the island’s defense.
Risk appetite climbs in early July
With US inflation behaving itself, French and British elections in the rearview mirror and another corporate earnings season that is expected to bolster the case for (most) current S&P 500 valuations kicking off in earnest next week, risk appetite climbed appreciably during the week ending July 10.