Discover the investible truth
The intelligence behind intelligent decisions
Leaders within the global investment community rely on EPFR for a sharper view of how money is moving and why.
- Daily, weekly and monthly data updates
- A global taxonomy enables apples-to-apples comparisons
- In-house analytics and experts to help you find the right filters, overlays, and reports to benefit your specific strategy
Learn more about our top-down, bottom-up and specialized data solutions
Fund Flows and Allocations Data
Gain an accurate understanding of investor sentiment
and find the signals that matter to you.
- Country Flow & Allocations
- Sector Flows & Allocations
- Industry Flows & Allocations
Security-level flows data
Unique, proprietary data sets and visualizations provide meaningful insight into market makers and demand levels for 50k+ securities.
- Stock Flows, Allocations & Stock Barometer
- Fixed Income Flows & Holdings
Specialized flows, allocations and markets data
Go deeper and find the insights that will help you
unlock maximum value with our specialized data sets.
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Hedge Fund Flows
Mutual fund, ETFs and hedge fund data from a single source, covering 40% of the hedge fund universe. Our data provides a comprehensive view of capital flows into and out of a fund group with few regulatory constraints, enabling better comparisons and risk management.
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China Share Class Allocations
EPFR’s proprietary data set gives you a granular window into share class allocations with exposure to China across 9 share classes. Multiple filters are available to enhance your strategy and benchmark exposure.
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FX Allocations
Better beta management using our as-reported allocations of over 2,000 mutual funds and ETFs that manage a combined $3 trillion worth of assets.
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Money Market Fund Data (iMoneyNet)
Improve your risk management and reporting with the most comprehensive and accurate asset, yield, maturity, and portfolio-holdings data on the market; covering a universe of 2,000 U.S. (2a7) and non-U.S. (offshore) money-market mutual funds with data dating back to 1975.
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PIPE & Private Placement Markets (PlacementTracker)
Gain a better understanding of the competitive landscape and where the market is going with EPFR’s industry-leading research, data and analytics covering PIPE and private placement markets.
EPFR’s solutions help companies gain an advantage across the industry:
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For Investors & Asset Managers
Mitigate beta. Generate Alpha. Beat the competition.
EPFR’s unique global data set provides the timeliest and most granular data in the industry, helping you make money, avoid risk, and stay ahead of shifts in sentiment, liquidity, investor demand & market structure.
EPFR Fund Flows and Allocations data helps finance professionals generate alpha in both discretionary and quantitative investment processes. It can be used as an input in top-down asset allocation decisions, as well as bottom-up stock screening strategies.
For Competitive & Market Intelligence
EPFR provides effective account coverage by client firm and portfolio manager, helping clients gain a competitive advantage.
For Equity & Debt Capital Markets
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For Equity & Fixed Income Research
Gain a competitive advantage with a customizable view for individual desks and our support on how to effectively employ data into daily workflow.
Timely view of how fund managers are rebalancing to sectors/countries/different asset classes.
For Sales & Trading
With a customizable view for individual desks, you can see reports based on daily, weekly and monthly data feeds and utilize a wide range of filters that mesh with relevant business flows and cycles.
Our Latest Insights
Europe equity funds latest to catch a lift
Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors positioned themselves for China’s much anticipated economic rebound and, the anti-inflation rhetoric of the Federal Reserve and European Central Bank (ECB) notwithstanding, an early end to the current interest rate cycles in the US and Europe. Investors also steered $2.5 billion – a 101-week high – into Emerging Markets Bond Funds.
Weekly fund flows highlights – 23 January 2023
In this week’s 2-minute weekly highlight video, Steve Muzzlewhite puts the emphasis on Emerging Markets, using EPFR Fund Flows and Allocations data.
Emerging markets funds catch a wave in mid-January
Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors positioned themselves for China’s much anticipated economic rebound and, the anti-inflation rhetoric of the Federal Reserve and European Central Bank (ECB) notwithstanding, an early end to the current interest rate cycles in the US and Europe. Investors also steered $2.5 billion – a 101-week high – into Emerging Markets Bond Funds.