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Zero in on where money is moving - obtain a complete and clear picture of asset flows driving global markets and competitors.

Easily assess global asset flows with a granular breakdown of funds registered for sale in most major developed and offshore markets.

Enhance your recommendations with insight into changing global investor sentiment
Keep discussions relevant and timely by knowing what’s making money
Uncover opportunities for security sales by pinpointing which firms have money to invest

Financial Intelligence

Boost sales and understand market make-up
Help your clients outperform the market by evaluating actual fund manager allocations at month-end across the countries or sectors where they invest. Allocations 23 days after month-end are based on holdings and fund factsheets (not surveys) reported by managers or administrators. Fund level detail includes total fund assets, percentage weight in cash and percentage weight by country/sector. Powerful momentum, benchmarking and market timing indicators help you identify trends and determine when clients should get in and out of the market or specific asset classes.

Momentum Indicators

Use overall country weights versus the benchmark as a momentum signal
Differentiate active versus passive fund weights

Benchmarking

Compare your country, sector and/or cash positions with your peer group Market Timing
Track ‘smart money’ - fund types that get in and out of the market at the optimal time
See how global managers are positioned versus regional funds

Country Flows

Combines Fund Flows and Country Allocations to estimate how much money is going into countries and regions from all fund groups
Over $3 trillion in assets; derived data set
Daily (T+1), Weekly (T+1), Monthly (T+23)
Delivery via web interface, email, FTP, Excel, text, csv formats

Sector Flows

Combines Fund Flows and Sector Allocations to estimate how much money is going into sector groupings from all equity funds
Over $7 trillion in assets; derived data set
Daily (T+1), Weekly (T+1), Monthly (T+23)
Delivery via web interface, email, FTP, Excel, text, csv formats

Industry Flows

Combines Fund Flows and Industry Allocations to estimate how much money is going into industry groupings from all equity funds
Over $5 trillion in assets; derived data set
Daily (T+1), Weekly (T+1), Monthly (T+23)
Delivery via web interface, email, FTP, Excel, text, csv formats

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), Weekly (T+1), Monthly (T+23)
Aggregate level

Country Allocations

How much of their portfolios are fund managers allocating to countries and regions?
Over $3 trillion in assets; as reported data
Monthly (T+23)
Delivery via web interface, email, FTP, Excel, text, csv formats
Aggregate, Manager, Fund levels

Sector Allocations

How much of their portfolios are fund managers allocating to various sectors as a whole?
Over $7 trillion in assets; as reported data
Monthly (T+26)
Delivery via web interface, email, FTP, Excel, text, csv formats
Aggregate, Manager, Fund levels

Industry Allocations

How much of their portfolios are fund managers allocating to various industries as a whole?
Over $5 trillion in assets; as reported data
Monthly (T+23)
Delivery via web interface, email, FTP, Excel, text, csv formats
Aggregate, Manager, Fund levels

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+23)
Flat files; delivery via FTP only
Aggregate level

Fund Flow and Allocations Data for Sell-Side Professionals

Easily assess global asset flows with a granular breakdown of funds registered for sale in most major developed and offshore markets.