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EPFR in the news – March 2023
EPFR in the news – March 2023

Find out where EPFR’s Fund Flows and Allocations data has been cited in March 2023, including leading media such as The Wall Street Journal.

2022: A tale of active versus passive
2022: A tale of active versus passive

The final week of 2022 saw EPFR-tracked Bond Funds post consecutive weekly outflows for the first time since mid-October, capping a year when the overall group smashed its previous outflow record as central banks scrambled to contain inflation running at multi-decade highs.
Behind the headline number, however, was a marked shift from active to passive management.

Retail flows: The wisdom of “dumb money”
Retail flows: The wisdom of “dumb money”

In this blog, we utilize some of EPFR’s oldest strategies to test the predictive powers of the retail flows captured in the universe of 150,000 mutual fund and ETF share classes encompassing some $47 trillion in AUM that EPFR tracks on a daily, weekly and monthly basis.

Keeping your hand in the game with a new stock level tool
Keeping your hand in the game with a new stock level tool

EPFR has developed a new tool. Stock Barometer, to help at the individual security level. Organized around a range of well-known indexes, these ‘barometers’ list the stocks in those indexes and illustrate their daily situation based on two key factors, flow momentum and ownership dispersion.