Case Studies Archives | EPFR Fund Flows and Allocations Data

Case Studies

<img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" class="attachment-large size-large wp-post-image" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" />

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EPFR sell-side multinational bank – Case Study

Our client is a multinational bank and financial services corporation based in the Nordic region, advising large financial institutional clients to...

Feb 08, 2022

<img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" class="attachment-large size-large wp-post-image" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" />

<img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg">

FSP Financial Services Provider debt capital markets – Case Study

Our main sponsor at FSP and their Debt Capital Markets (DCM) team utilize EPFR data in their reports and to advise their clients.

Apr 01, 2021

<img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" class="attachment-large size-large wp-post-image" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" />

<img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg">

FSP Financial Services Provider flow allocation data – Case Study

Our main sponsor at FSP and his team of strategists utilize EPFR data in their reports and to get a good understanding of how plans are positioned...

Mar 31, 2019

<img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" class="attachment-large size-large wp-post-image" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" />

<img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg">

Jefferies Hong Kong LTD – Case Study

Jefferies Hong Kong Limited, a client of EPFR, has subscribed to EPFR Flow and Allocation data and insight since 2011.

Mar 31, 2019

<img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" data-srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" data-src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" data-sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" class="attachment-large size-large wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="772" src="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg" class="attachment-large size-large wp-post-image" alt="Image of EPFR white logo on dark blue background, with text 'Case study'." decoding="async" srcset="https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-1024x772.jpg 1024w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-980x739.jpg 980w, https://epfr.com/wp-content/uploads/2023/05/Thumbnail-Case-Study-480x362.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw" />

<img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" data-src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img decoding="async" src="https://epfr.com/wp-content/uploads/2022/12/EPFR-profile-icon-blue.jpg">

BCS Global Markets – Case Study

BCS, a client of EPFR since 2017, subscribes to EPFR Flow and Allocation data and insight.

Mar 30, 2019

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