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Fund flows reflect investor sentiment…

 

EPFR

              Equity Vs. Bond Vs. Money Market…

Strategies using EPFR’s leading data sets and flow
calculations serve as your roadmap to generating alpha,
showing actionable ways to use our data in your investment
process. Strategies can be customized to best fit your firm’s
mandates. Powerful momentum, benchmarking, and market
timing indicators help you identify trends, make comparisons
with your peer groups, and determine when to get in and out
of the market or specific asset classes.

Tactical Asset Allocation

 

Net flows into a fund are a signal of investor demand

Since many funds offer different share classes for different types of investors,
such as retail, institutional etc., flows into individual share classes of the fund
provide information, not only on investor demand for the fund, but also on the
types of investors placing money with the fund.


When this individual fund flow data is aggregated across a group of funds with
similar mandates, it provides information on the broad investor flow of funds
into various asset classes globally and prospects for future market returns in
certain countries, regions, sectors and specific asset classes.

             

 

EPFR Central Banks


Fund Manager Sentiment. Positioning Portfolio Risk.

 

Seasonal and event-driven patterns in fund flows

 

The recent weakness of the US dollar dented investor appetite for longer duration US debt and emerging markets equity
during the second week of August but added to the tailwinds boosting flows into EM and Inflation Protected Bond Funds.
Sweden's decision not to lock down its population in the face of the current pandemic has sparked heated debates. But
flows to Sweden Equity Funds have been positive for eight consecutive weeks. Industrial Sector Funds have outperformed
quarter-to-date, with flows beginning to follow that performance in mid-August.

 

EU Sector Flows Example

EPFR

US Sector Flows Example

EPFR

 


  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?

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