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Easily assess global asset flows with a granular breakdown of funds registered for sale in most major developed and offshore markets.

EPFR graph

Fund Flows track how much money retail and institutional investors are putting into or pulling out of globally domiciled ETF’s and mutual funds:

  • Over $34 trillion in assets are tracked, as reported data
  • Daily (T+1) | Weekly (T+1) | Monthly (T+16)
  • Filters: ETF/Mutual Fund | Retail/Institutional | Active/Passive | Domicile | Currency | Benchmark and more
  • Aggregate | Manager | Fund | Shareclass levels
Financial Intelligence

Flows are available at the asset class aggregate, fund group, investment manager, individual fund, and share class levels, and have been adjusted for the impact of market performance and currency changes. The most current fund group flows are multiplied by each group’s aggregate allocations (to a country or sector) into that fund group, to help you evaluate country and sector-level flows by fund group, fund type, and investor type/domicile.

You can also track flows to dedicated sector funds as an alternative measure of demand for individual sectors and drill down into the most relevant areas of interest utilising our data filters. Equity history as far back as January 1995 (Monthly), October 2000 (weekly) and May 2007 (Daily) is available. Also available is Bond history as far back as January 2004 (Monthly), April 2004 (Weekly) and May 2007 (Daily).

Country Flows
  • Combines Fund Flows and Country Allocations to estimate how much money is going into countries and regions from all fund groups
  • Over $3 trillion in assets; derived data set
  • Daily (T+1), Weekly (T+1), Monthly (T+23)
  • Delivery via web interface, email, FTP, Excel, text, csv formats

Sector Flows
  • Combines Fund Flows and Sector Allocations to estimate how much money is going into sector groupings from all equity funds
  • Over $7 trillion in assets; derived data set
  • Daily (T+1), Weekly (T+1), Monthly (T+23)
  • Delivery via web interface, email, FTP, Excel, text, csv formats

Industry Flows
  • Combines Fund Flows and Industry Allocations to estimate how much money is going into industry groupings from all equity funds
  • Over $5 trillion in assets; derived data set
  • Daily (T+1), Weekly (T+1), Monthly (T+23)
  • Delivery via web interface, email, FTP, Excel, text, csv formats

Stock Flows
  • Combines Fund Flows and Stock Allocations to estimate how much money is going into a given stock/security
  • Over $7 trillion in assets; derived data set
  • Flat files; delivery via FTP only
  • Daily (T+1), Weekly (T+1), Monthly (T+23)
  • Aggregate level
Country Allocations
  • How much of their portfolios are fund managers allocating to countries and regions?
  • Over $3 trillion in assets; as reported data
  • Monthly (T+23)
  • Delivery via web interface, email, FTP, Excel, text, csv formats
  • Aggregate, Manager, Fund levels

Sector Allocations
  • How much of their portfolios are fund managers allocating to various sectors as a whole?
  • Over $7 trillion in assets; as reported data
  • Monthly (T+26)
  • Delivery via web interface, email, FTP, Excel, text, csv formats
  • Aggregate, Manager, Fund levels

Industry Allocations
  • How much of their portfolios are fund managers allocating to various industries as a whole?
  • Over $5 trillion in assets; as reported data
  • Monthly (T+23)
  • Delivery via web interface, email, FTP, Excel, text, csv formats
  • Aggregate, Manager, Fund levels

Stock Allocations
  • How much of their portfolios are fund managers allocating to individual securities globally?
  • Over $7 trillion in assets; as reported data
  • Monthly (T+23)
  • Flat files; delivery via FTP only
  • Aggregate level