Derive Alpha. Mitigate Beta. Macro and Stock Level Insights.
Top-down asset allocation. Bottom-up stock strategies.
Every day, investment professionals around the world rely on EPFR for unique Fund Flows and Allocations data and insight, accessing global tracked mutual fund and ETF asset data from several thousand sources. EPFR helps financial professionals understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries and securities.
Generate Alpha and mitigate Beta with EPFR
Discover more with EPFR Fund Flows and Allocation Data
Quantify the collective actions of investors
Monitoring fund flows helps investors and money managers to
quantify the collective actions of investors. Fund flows, provide
insights into underlying investor demand for funds, by geographic
region, global sector, and asset class.
Predict investible trends…
Following flows into funds is an important tool for predicting investible trends across regions, countries, sectors, capitalisation and style groups. It is also key for a range of fixed income asset classes such as global bonds, emerging markets and higher-yielding corporate and sovereign bonds.
Unique views on investor and fund manager sentiment
Mitigate beta. Generate Alpha.
Avoid market drawdowns, generate alpha
Manage risk with timely, granular fund flows and weightings
What EPFR customers say…
“I have not seen any comparable data for flow and allocation insight from any other provider in the industry. We have got used to how EPFR works and know how to get the most out of it.”
ONE OF THE WORLD’S LARGEST
FINANCIAL SERVICES PROVIDERS
“If you are a macro-strategy team EPFR is a ‘must’. I don’t think there is a better flow and allocation data provider in the market.”
Main Sponsor, Financial Services Provider
“EPFR is a data set that is useful as a comparison across markets, regions and asset classes. The data will tell you what is happening from one region to another meaning you can better understand investor sentiment.”
Kenneth Chan, SVP Global Quantitative Strategist, Jefferies Hong Kong Limited