Fund Market Factors
Factors built from aggregate fund holding information
EPFR has a monthly database of self-reported stock-level equity fund
holdings. We aggregate the fund level holding information provided to
Successful investors are always on the lookout for data that provides
Fund Flows. Market Hot Spots.
Each month, we look at Factor Flows - % of AUM, Equity Funds.
SRI | ESG Funds. Outperforming the Market.
The SRI/ESG designation is good for the asset gathering of
Fund Manager Focus. Market Intelligence.
Understand Fund Performance.
Our macro and stock level insights helps portfolio managers, asset allocators, strategists and research teams 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. Clients use EPFR Fund Flows and Allocation 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.
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.”
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