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Reclaim your sense of certainty

Skillfully craft investment strategies with access to comprehensive global fund flows, allocations, and research
The EPFR Platform delivers an extensive picture of institutional and retail investor flows and fund manager allocations in markets across the world. Broad, transparent, and robust, the data is collected by the EPFR team from several thousand global sources and is leveraged throughout financial markets.  Choose to view a daily, weekly, or monthly snapshot, depending on your investment horizon. 

 

Increase assets under management with timely data that speeds decision-making
Our 24-hour production cycle uses a proprietary collection process, ensuring quality with programmatic and human checkpoints. Our premium daily service delivers 80 percent of the flows we collect from the previous day by 9am ET.

 

Enhance important analyses by easily finding and tracking critical information
A user-friendly interface with a customizable dashboard puts this valuable information at your fingertips. Extensive visualization tools let you filter, view, and analyze data like never before.

 

 

Sharpen your thinking with the latest insights from industry leaders
Timely research sheds light on trends in asset flows, their drivers, and notable inflexion points. Additional weekly and quarterly research in our powerful ChartBook combines our data and strategies to provide compelling investing ideas.

 

What's included

Financial Intelligence:最新

無料解析

  • EPFR

    Quants Corner - Trick? Treat? Or contrarian FX signal?

    By vikram-srimurthy 20 Oct 2021

    In late October the mind – at least in the US – turns to brews, potions and mixtures as Halloween looms and faux witches cauldrons dot suburban lawns. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - The utility of water has never been clearer

    By vikram-srimurthy 17 Sep 2021

    EPFR’s data can be filtered in dozens of ways, including sifting through lists of individual funds to create bespoke groups. A recent example is the selection of utility sector funds with water mandates into a custom group. As it happens, these funds are in focus and in demand. With water getting scarcer in many parts of the world, governments boosting budgets for “green” infrastructure and water’s key role in next generation industries – by some estimates the average semiconductor plant requires over 3 million gallons of clean water a day – investors see both need and opportunity. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - When Beijing squeezes, where does the money go?

    24 Aug 2021

    The cancellation of Ant Financials’ scheduled IPO last November signaled the start of a sustained push by Chinese regulators to clip the wings of major technology plays. That push expanded to other businesses seen as out of line with official goals and policies. In their latest move, those regulators are proposing new rules requiring any Chinese company seeking to list on a foreign stock exchanges to carry out a cybersecurity review, Not surprisingly, given these official actions, foreign investors are running shy of Chinese equity. Flows for China Equity Funds were negative eight of the past 11 weeks going into mid-August and fund allocations to foreign listed China share classes – ADR, N Share and S chip – continues to fall. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - Cruising to Alpha

    By vikram-srimurthy 04 Aug 2021

    In early June hundreds of Venetians gathered to protest the return of giant cruise ships to their famous city on Italy’s Adriatic coast. Waving flags and signs bearing the words “No Big Ships,” they reiterated their opposition to the passage of vessels often weighing over 100,000 tons through canals originally engineered for sailing ships and galleys. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - Growth vs Value in 2Q21: Chasing under-performance?

    By cameron-brandt 08 Jul 2021

    Tech is back! After five months of some ups and more downs, the month of June has been kind to the technology sector. From the mid-May low, the NASDAQ has outperformed the S&P 500 by almost 7%. If we look in smart beta terms, Growth has outperformed Value by around 11.5% over the same period. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - A clearer view over the hedge

    By vikram-srimurthy 01 Jul 2021

    Historically, it has been hard to extract signals from aggregated hedge fund data that can (a) be integrated into existing investment processes or (b) used as the foundation for a new process. A desire to protect proprietary information, and greater discretion compared to so-called 40 Act funds regarding how much and when to report, makes the flow of data from the hedge fund universe inconsistent and heterogeneous. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - To rotate or not rotate, that is the question

    21 May 2021

    As vaccination numbers around the world creep up, US consumers find themselves awash in cheap credit – and, in some cases, ‘helicopter money’ – and growth forecasts for some emerging markets are still in the 8-12% range, the case for cyclical stocks and sectors grows more compelling by the day. On the other hand, the case for staying on the defensive can still be made. The spread of new COVID-19 variants has cast a shadow over the expected pace of the world’s recovery. Moreover, despite the closures in retail, services, and travel, and move to remote working over a year ago, the anticipated outperformance by defensive sectors such as Health Care and Consumer Staples never materialized. Cyclicals pushed above and beyond from mid-May 2020 onwards. Read more...

  • EPFR

    Quants Corner - To rotate or not rotate, that is the question

    By sayad-baronyan 20 May 2021

    As vaccination numbers around the world creep up, US consumers find themselves awash in cheap credit – and, in some cases, ‘helicopter money’ – and growth forecasts for some emerging markets are still in the 8-12% range, the case for cyclical stocks and sectors grows more compelling by the day. On the other hand, the case for staying on the defensive can still be made. The spread of new COVID-19 variants has cast a shadow over the expected pace of the world’s recovery. Moreover, despite the closures in retail, services, and travel, and move to remote working over a year ago, the anticipated outperformance by defensive sectors such as Health Care and Consumer Staples never materialized. Cyclicals pushed above and beyond from mid-May 2020 onwards. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - Getting ready for the ‘transitory’ guest

    By vikram-srimurthy 29 Apr 2021

    Quants Corner - Getting ready for the ‘transitory’ guest

    The US Federal Reserve believes the recent gains made by inflation will be temporary, and that the headline rate will be at or around its 2% level going into 2022. Investors are not so sure. Since the beginning of 3Q20, EPFR-tracked Inflation Protected Bond Funds have recorded inflows 40 of the 43 weeks through mid-April of this year. US Bank Loan Funds, meanwhile, have taken in fresh money all but one week year-to-date. During 2020 this fund group, traditionally viewed as a way to play rising short-term interest rates, posted outflows 41 of the year’s 52 weeks. Since inflation has – at least officially – been largely absent for over a decade, many of the investment strategies for dealing with it, such as focusing on precious metals, real estate, or other tangible assets, have a fair amount of dust on them. In this blog, we will look at this issue from the industry level, aiming to identify those that will fare best of the inflation’s recent gains prove not to be transitory. Read more...

    Topic industry-news

  • EPFR

    Quants Corner - Collective Investment Trusts: the latest wrinkle in fund time

    By vikram-srimurthy 15 Apr 2021

    EPFR currently tracks over 133,400 shares classes offered by mutual, ETF, hedge funds and other vehicles that encompass over $46 trillion worth of assets. A small but rapidly growing part of this universe is occupied by Collective Investment Trusts, better known by the acronym CIT. Like ETFs and mutual funds, CITs are pooled investment vehicles. Unlike ETFs and mutual funds, CITs are not regulated by the SEC and not open to retail investors (though they can get access through qualified retirement plans). For providers, this lighter regulatory touch means that CITs are easier to open, have smaller compliance burdens and – often – charge lower fees. One of those providers describe CITs as “combining the cost savings of a separately managed institutional account with the convenience of a mutual fund.” Read more...

    Topic industry-news

  • EPFR

    Client Case Study

    01 Apr 2021

    FSP has been a client of Informa Financial Intelligence since 2015, and subscribes to our EPFR Fund Flows and Allocations data and insight weekly email alert. Our main sponsor at FSP and their Debt Capital Markets (DCM) team utilize EPFR data in their reports and to advise their clients. When asked about the value the data brought to the business, our sponsor commented; “The insight that we receive from Informa has been, and continues to be, really helpful in aiding our roles as DCM advisors.” Read more...

    Topic asset-allocation

  • EPFR

    EPFR's 2021 Q1 wrap - Reflation, Inflation & Volatility

    31 Mar 2021

    The first quarter of 2021 saw the global reflation vs. inflation story develop. February brought with it a record number of flows into equity funds and as we move through March, our research team continues to compile EPFR-tracked fund flows and allocations data to ascertain whether global reflation will trigger higher-than-expected inflation. During our webinar, our panel of experts recap the data analysis of Q1 2021, and conclude with insight into our most recent ‘volatility’ indicator – which assesses the speed of rotation across - asset classes, countries, sectors, FX currencies, long and short bond duration and, SRI/ESG. - suggesting that volatility is indeed picking up. They also offer their thoughts on the market rebound vs. recovery conundrum– which we believe will gain momentum over the next few months.

    Topic industry-news

  • EPFR

    EPFR Explainer Video

    09 Oct 2019

    EPFR provides fund flows and asset allocation data to global financial institutions. EPFR data helps portfolio managers, asset allocators, strategists and research teams generate alpha by giving them a clear picture of where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries and securities.

  • EPFR

    Identifying Stock Crowding

    By cameron-brandt 06 May 2019

    Creating Strategies to Mitigate Distortion

    Topic industry-news

チームに会う

Management

Steven Xinlei Shen

Management, Manager of Quantitative Strategies

USA

Steven Xinlei Shen

Steven specializes in

  • Fund Flows
  • Stock Flows

8+ years of experience