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Gain an insight into sector holdings…

 

 

 Core Datasets               

About EPFR data and insight

EPFR offers sector/industry group specific data from aggregate
trends to fund level insight. Our data series is sourced through
20+ year relationships with fund managers and administrators -
who provide data as part of their accounting process.

EPFR flows support the most granular and informed insights
and are available at the following levels: 

  • Asset Class Aggregate
  • Fund Group
  • Investment Manager
  • Individual Fund
  • Share Class

Comprehensive, transparent and robust updates available:

  • Daily
  • Weekly
  • Monthly
  • Historical

Analyse sector views with a bottom-up or top-down approach

 

 

Stock Allocations

How much of their portfolios are fund managers allocating
to individual securities globally?

  • Over $7 trillion in assets; as reported data
  • Monthly (T+26)
  • Flat files; delivery via FTP only
  • Aggregate level

Stock Flows

Combines Fund Flows and Stock Allocations to estimate how
much money is going into a given stock/security:

  • Over $7 trillion in assets; derived data set
  • Flat files; delivery via FTP only
  • Daily (T+1), Monthly (T+26)
  • Aggregate level
  EPFR Stock Barometer

 

Sector rotation modelling

 

 

Overview on how to utilise fund flows and
manager positioning to build a quantitative
model for sector rotation

Combines Fund Flows and Stock Allocations to estimate
how much money is going into a given stock/security:

  • Over $7 trillion in assets; derived data set
  • Flat files; delivery via FTP only
  • Daily (T+1), Monthly (T+26)
  • Aggregate level
 EPFR Active Passive Sector EPFR Flow Percentage Sector
  

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
 

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