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EPFR Fixed Income Flows and Holdings Data provides fixed income professionals with a window into the appetite of mutual funds and ETFs for individual corporate, sovereign and other bond types. Utilizing a subset of the 142,000 funds tracked by EPFR, our Fixed Income Flows and Holdings Data combines flows, allocations and holdings data to creates a clear picture of both market sentiment toward individual bonds and portfolio exposure to those fixed income securities.
This new EPFR offering is available to market players as an EPFR barometer solution, and a dataset for Quant teams, seeking insight into bond ownership at both issue and issuer level - to make better actionable investment decisions.
Why choose EPFR Fixed Income Flows and Holdings Data?
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While Shell wants to prove it can keep rewarding shareholders generously, and shift from fossil fuels towards renewables, EPFR data shows investor sentiment regarding these worthy goals is mixed. According to EPFR Stock Flows and Fixed Income Flows and Holdings Data, November’s flows into Shell equity turned negative for the first time in 2021 while fixed income investors appeared more receptive to the company’s move... Read more |
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Fixed income markets are abuzz about the spectacular demand for new green bonds – and there’s no denying that investors are hungry for these instruments. |
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The fate of China’s Evergrande, the second-largest developer in |
Enhance your visibility of full individual fund portfolio holdings
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Discover… Which specific bonds & ISINs mutual funds and ETFs are buying and selling |
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Identify… Where holders of bonds are domiciled and which managers are holding which securities |
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Learn… Size of position held by individual funds or on average by mandate type |
Why EPFR?
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Independent, globally tracked fund performance data Our data series is sourced through direct relationships with fund managers and Our flows are available at either the asset class aggregate, fund group, EPFR Fund Flows and Allocations data helps finance professionals generate
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EPFR is a global data provider helping 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.
What EPFR customers say…
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“EPFR is extremely valuable, I will always want to work with this data. I value the flow and allocation insights highly as it really does help me to get a good idea of what is going on in the market.” Vyacheslav Smolyaninov, Chief Strategist / Deputy Head Of Research, BCS
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“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 |
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