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Unparalleled understanding of how money is moving and why

EPFR provides a deeper view of the market to show where money is moving across geographies, sectors, industries and securities, enabling the global investment community to make intelligent decisions based on solid facts.

Our best-in-class Fund Flows and Allocations Data helps you reveal the investible truth by looking at market trends, investor sentiment, liquidity, risk signals and corporate actions, and can be tailored to your specific use case.

$50T+

AUM of tracked assets

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AUM coverage of all equity fund products globally

150K+

Share classes

$7T+

Money market funds tracked globally

25+

Years of experience

Primary benefits

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Industry-leading timeliness and granularity

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Supports both bottom-up and top-down asset allocation strategies

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Illustrated analysis of key factors driving current flow trends

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Critical insights at macro and stock levels

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Unique views on fund manager and investor sentiment

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Insight into the fixed Income fund market at a bond ownership and security level

Personalized,
consultative approach

 

Data tailored for your unique strategy

Our experts work with you 1-on-1 to assess your use case and ensure that you are getting the best inputs and most actionable insights for your needs.

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of the “top 20” global asset mgmt firms (by AUM)

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Latest Insights

Thought leadership and analysis that help you find a signal in the noise

Weekly fund flows highlights – 11th March 2024

Weekly fund flows highlights – 11th March 2024

How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs created in the US? Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly fund flows and asset allocations update.

Rising tide doesn’t lift SRI/ESG Funds

Rising tide doesn’t lift SRI/ESG Funds

Record-setting flows into US Equity Funds ahead of the first “quadruple witching” of 2024 for futures and options contracts and February’s inflation data lifted the headline number for all EPFR-tracked Equity Funds to a three-year high during the second week of March.

Weekly fund flows highlights – 11th March 2024

Weekly fund flows highlights – 11th March 2024

How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs created in the US? Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly fund flows and asset allocations update.

Investors take stock in early March

Investors take stock in early March

Chase old market catalysts or wait for new ones? With the latest corporate earnings season winding down, China’s leadership laying out (some) of their economic policy cards, benchmark equity indexes still climbing and the latest central bank cues coming at the end of the latest reporting period, investors could make a case for either approach during the first week of March.