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
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging markets stocks, were partially vindicated in late September when EPFR-tracked Emerging Markets Equity Funds posted their second-largest weekly inflow of the year.
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into US-mandated Equity, Bond and Money Market Funds tracked by EPFR totaled over $160 billion. The bulk of that fresh money, however, was absorbed by US Money Market Funds.
Investors given a ‘jumbo’ US rate cut to digest
The final day of the latest reporting period, which coincided with the US Federal Reserve’s first interest rate cut since March 2020, saw flows into all hit their highest daily total since mid-July. That lifted the headline number for the week ending Sept. 18 to a two-month high. Fed policymakers trimmed their key rate by 50 basis points following a string of relatively benign inflation reports and some less benign labor market datapoints. Although the latest flow data captures more of the anticipation than the reaction, an influx of fresh money at the end of the week lifted Emerging Markets Bond Funds, Global Equity and Technology Sector Funds into the inflows column.
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging markets stocks, were partially vindicated in late September when EPFR-tracked Emerging Markets Equity Funds posted their second-largest weekly inflow of the year.
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into US-mandated Equity, Bond and Money Market Funds tracked by EPFR totaled over $160 billion. The bulk of that fresh money, however, was absorbed by US Money Market Funds.
Investors given a ‘jumbo’ US rate cut to digest
The final day of the latest reporting period, which coincided with the US Federal Reserve’s first interest rate cut since March 2020, saw flows into all hit their highest daily total since mid-July. That lifted the headline number for the week ending Sept. 18 to a two-month high. Fed policymakers trimmed their key rate by 50 basis points following a string of relatively benign inflation reports and some less benign labor market datapoints. Although the latest flow data captures more of the anticipation than the reaction, an influx of fresh money at the end of the week lifted Emerging Markets Bond Funds, Global Equity and Technology Sector Funds into the inflows column.
2025年 日本経済見通し
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.