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

Founded in Cambridge, MA

$50T+

AUM of tracked assets

150K+

Share classes

100%

Of the Bulge Bracket trust EPFR

93%

Of the “top 20” global asset management firms work with us

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.

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

Conor Burns - CFO

Conor Burns

CFO

Calum Byrne

Global Head of Sales

Sayad Baronyan - Headshot

Sayad Baronyan

Chief Innovation Officer

Jason Keith VP of Product Management

Jason Keith

VP of Product Management

Brien Currier - VP of Engineering

Brien Currier

VP of Engineering

Cameron Brandt

Director of Research

Erin Colvin Head of HR

Erin Colvin

VP of Human Resources

Ian Wilson

Founder,
Director of Fund Data

Steve Muzzlewhite

Head of Customer Solutions

John Healy - Sales Director, Key Accounts

John Healy

Sales Director,
Key Accounts

Ray Mau - Sales Director, APAC

Ray Mau

Sales Director,
APAC

John Kilmartin - Regional Sales Director, EMEA

John Kilmartin

Regional Sales Director,
EMEA

Danielle Casiano - Regional Sales Director, Americas

Danielle Casiano

Regional Sales Director,
Americas

Marika Lesell - Global Client Success Lead

Marika Lesell

Global Client Success Director
Black and white headshot of Tony Connor - Key Account Director at EPFR

Tony Connor

Key Account Director