ESSENTIAL INTELLIGENCE
Gain a deeper understanding of
where money is moving and why.
Year Track Record
The leading provider of fund flows and asset allocations data
EPFR data and insights deliver the most complete picture of institutional and retail investor flows and fund manager allocations driving global markets.
Our market moving data services include daily, weekly and monthly equity and fixed income fund flows and monthly fund allocations by country, sector and industry.
1995
$55T+
151K+
100%
93%
Our values
One Team
Ideas come from everyone and everywhere.
We value our differences and are always on hand to support.
We seek to foster an open environment where individuals are encouraged to share ideas and drive innovation.
Customer-centric
EPFR clients are at the center of everything we do.
We aim to truly understand their needs, challenges and objectives, providing them with the highest quality standards across our products and customer service.
Our customers are both internal colleagues and external clients. We treat everyone with maximum thoughtfulness, attention and respect.
Owners
Every EPFR employee becomes an owner of what they do and confidently takes responsibility.
We understand the value that all contributions, no matter how big or small, have on the entire organization.
We uplift, motivate, inspire and give people the tools to succeed.
Through recognizing and encouraging each other’s strengths, EPFR fosters a highly collaborative environment that enables professionals to grow in their own career paths and reach their highest potential.
Agility
EPFR is no place for analysis paralysis.
We gather information, insights, opinions, and make decisions at pace to benefit our organization and our clients.
We strive to stay ahead of the game, adapt quickly, and share and celebrate what we’ve learned along the way.
Delivering Quantifiable Excellence
We aim to provide the highest data standards, actionable insights, and factors to our clients.
We pride ourselves on the accuracy, quality, and credibility of our data and expertise.
Our team seeks to deliver excellence in everything we do, helping our clients achieve measurable results wherever they are.
Tenacity
We overcome obstacles as one team, showing determination to develop best-in-class solutions and achieve excellence.
We are accountable and take initiative, applying persistence and determination to see projects come to fruition.
We embrace creativity and celebrate those who dare to challenge the status quo.
Our Team
Todd Willits
CEO
Shary Trux
CFO
Calum Byrne
Global Head of Sales
Jason Keith
VP of Product Management
Brien Currier
VP of Engineering
Cameron Brandt
Director of Research
Erin Colvin
VP of Human Resources
Ian Wilson
Founder,
Director of Fund Data
Steve Muzzlewhite
Head of Customer Solutions
Yo-Hao Chen
Senior Fund Data Analyst
John Healy
Sales Director,
Key Accounts
Ray Mau
Sales Director,
APAC
John Kilmartin
Regional Sales Director,
EMEA
Danielle Casiano
Regional Sales Director,
Americas
Marika Lesell
