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Leading global financial institutions and research firms
contribute to EPFR Fund Flows and Allocations Data

 

 Core Datasets               

About EPFR data and insight

EPFR is the core investment fund database for Informa Financial
Intelligence (IFI). Every day, investment professionals around the
world rely on EPFR for unique insight, accessing globally tracked
investment fund products from several thousand sources.

EPFR data feeds into IFI subsidiary brands including iMoneyNet,
Zephyr, TrimTabs and IGM. EPFR currently tracks over 136,000
traditional and alternative funds domiciled globally with over
$45 trn in assets.
 

By contributing your data to EPFR, you will:

  • Get in front of investors around the world, who rely on EPFR
    data for their top-down asset allocation, and bottom-up strategies.
  • Increase awareness of your brand by having your funds appear
    across all IFI fund data platforms.
  • Know your data is being reported accurately with support from
    our team of experienced data analysts.
  • Have confidence in the additional layer of quality control that
    sending your data through the EPFR system provides.

Over 20 years’ track record providing
independent, globally tracked fund performance data

 

 

EPFR offers indices, strategies, data and research to investment professionals.

Our data series is sourced through direct relationships with fund managers and administrators. Managers provide independent,
trusted data as part of their normal accounting process -
we have relationships that are over 20 years old!

 

EPFR flows are available at either the asset class aggregate, fund group, investment manager, individual fund and share class
levels to support the most granular and informed insight. Our comprehensive, transparent, and robust updates are
available daily, weekly, monthly in addition to an historical time series.

 

Contribute your data! Contact us.

 


Discover more with EPFR Fund Flows and Allocation Data

 

 

Derive Alpha. Mitigate Beta. Macro and Stock Level Insight.

Informa Financial Intelligence’s EPFR Fund Flows and Allocations data
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.

Use our data to generate alpha in both discretionary and quantitative
investment processes - as an input in top-down asset allocation decisions,
as well as bottom-up stock screening strategies.

  EPFR Overview Brochure

  

What EPFR customers say…

 

“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

 

      “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

 

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

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