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

Top-down asset allocation. Bottom-up stock strategies.
Every day, investment professionals around the world rely on EPFR for unique Fund Flows and Allocations data and insight, accessing global tracked mutual fund and ETF asset data from several thousand sources. EPFR 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.

Generate Alpha and mitigate Beta with EPFR

  • Access data aggregated from over 135,000 traditional and alternative funds domiciled globally.
  • Get granular insight, down to the share class level, from approx. $49.5 trillion AUM of EPFR-tracked assets.
  • Optimize top-down asset allocation, or bottom-up stock strategies.

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EPFR Fund Flows & Allocations Data & Insights
Overview brochure

 

Discover more with EPFR Fund Flows and Allocation Data

Quantify the collective actions of investors

Monitoring fund flows helps investors and money managers to quantify the collective actions of investors. Fund flows, provide insights into underlying investor demand for funds, by geographic region, global sector, and asset class.

EPFR Fund Flows and Allocations data offers signals of changing investor sentiment and behaviour, indicating the availability of liquidity from sources of capital and signals shifts in momentum, with the potential to move markets.
 

EPFR Spotlight Fund Flows
 

Predict investible trends…

Following flows into funds is an important tool for predicting investible trends across regions, countries, sectors, capitalisation and style groups. It is also key for a range of fixed income asset classes such as global bonds, emerging markets and higher-yielding corporate and sovereign bonds.

EPFR Spotlight Central Banks

EPFR Spotlight Fund Flows Market Data

EPFR Sector Rotation 

EPFR Spotlight Investor Sentiment

 EPFR FX Analysis

 

 

Unique views on investor and fund manager sentiment

 

EPFR FX Allocations Dataset Overview

  EPFR China Share Class Dataset Overview   EPFR Data Button
 Volatility    Hedge Funds    

 

 

Mitigate beta. Generate Alpha.

 

 

Avoid market drawdowns, generate alpha
and beat the competition

 

Manage risk with timely, granular fund flows and weightings
data and insight from EPFR. Our numerical and qualitative
snapshots of major fund groups enable investors to mitigate
downside volatility to avoid portfolio drawdowns. EPFR
Chartbook offers weekly insights into flows, and an illustrated
analysis of key factors driving current flow trends.

EPFR Desktop Image 
 

What EPFR customers say…

 

“I have not seen any comparable data for flow and allocation insight from any other provider in the industry. We have got used to how EPFR works and know how to get the most out of it.”

ONE OF THE WORLD’S LARGEST
FINANCIAL SERVICES PROVIDERS

“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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