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Zero in on where money is moving - obtain a complete and clear picture of asset flows driving global markets and competitors.

EPFR graph

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

  • Enhance your recommendations with insight into changing global investor sentiment
  • Keep discussions relevant and timely by knowing what’s making money
  • Uncover opportunities for security sales by pinpointing which firms have money to invest
Financial Intelligence
Boost sales and understand market make-up
Help your clients outperform the market by evaluating actual fund manager allocations at month-end across the countries or sectors where they invest. Allocations 23 days after month-end are based on holdings and fund factsheets (not surveys) reported by managers or administrators. Fund level detail includes total fund assets, percentage weight in cash and percentage weight by country/sector. Powerful momentum, benchmarking and market timing indicators help you identify trends and determine when clients should get in and out of the market or specific asset classes.

Momentum Indicators
  • Use overall country weights versus the benchmark as a momentum signal
  • Differentiate active versus passive fund weights

Benchmarking
  • Compare your country, sector and/or cash positions with your peer group Market Timing
  • Track ‘smart money’ - fund types that get in and out of the market at the optimal time
  • See how global managers are positioned versus regional funds

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