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

 

 

EPFR

             

Top-down asset allocation. Bottom-up stock strategies.

Informa Financial Intelligence’s EPFR Fund Flows and Allocations
data 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. 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.


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

 

 

EPFR Spotlight Central Banks

EPFR Spotlight Fund Flows Market Data

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 FX Flow Pulse

EPFR Spotlight Investor Sentiment

EPFR Spotlight FX Analysis

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Unique views on investor and fund manager sentiment

 

 

EPFR FX Allocations Dataset Overview

  EPFR China Share Class Dataset Overview   EPFR Stock Allocations Dataset Overview

 

 

 

 

 

 

 

 

 


 

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…

 

“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

 

Any questions?

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

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