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

Informa Financial Intelligence Flow and Allocation data 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 our 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.

 

Four key reasons to choose EPFR Insight:

New EPFR      
  1. Timeliness: clients use Flow and Allocation daily data to monitor the previous
    days capital flows, and monthly positioning data to track portfolio managers’
    allocations (with only a 23-day lag)
  2. Breadth: Flow and Allocation data tracks globally domiciled funds - not just US
    or Europe. This breadth of data provides a comprehensive indicator of global
    investor sentiment, covering the major developed and emerging/offshore markets
  3. Granularity: granular data (down to the manager/fund/share class level) allows
    clients to see which investors are moving money (retail or institutional investors),
    which funds or managers are benefiting most from those movements, and gives
    further insight into global investor sentiment on important market topics (active vs.
    passive, multi-asset, MLP, etc.)
  4. Proprietary Data Sets: by combining both Flow and Allocation data sets, IFI has
    created indicative factors for how much money is moving between geographies,
    sectors, industries and stocks on a daily, weekly and monthly basis

Learn more:

Fund Flow and Allocation Data
Alpha Building Blocks for Quants
Buy-Side – Flow and Allocation Insight
Sell-Side – Flow and Allocation Insight 
Derive Alpha. Mitigate Beta.
FX Flow Pulse
NEW! China Share Class Dataset
Download – Product Overview
EPFR Video Start Thumb

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

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