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A sense of confidence

EPFR | Data analysis tools | Financial intelligence

Feel a sense of certainty in an uncertain market with the help of EPFR Global.

How it works

We collect data from several thousand sources around the globe. Our 24-hour production cycle uses a proprietary financial data collection process, ensuring quality with programmatic and human checkpoints. With our premium daily service, we can send clients 80% of the flows from the previous day by 9am Eastern Time. That means faster decisions, leading to increased assets under management.

How EPFR Global can help

We help you understand market movement on a daily basis, so you can use our data to improve returns and manage risk. Our flows show what funds or municipalities money is leaving, and where it’s going. Holdings give you shares or basis points in an asset class or investment, flows show you a higher level of market movement. Plus, you’ll see how market movements are impacted by events like government and policy changes, weather and natural disasters. In addition, EPFR’s ChartBook leverages the research team’s deep experience with flows data, offering clients fresh investable ideas each week.

What's included

Precision comparisons

Traditional fund flows data and analysis

For globally held mutual funds.

alternative fund flows data and analysis

Alternative fund flows data and analysis

For globally held ETFs.

Asset allocation data

Asset allocation data

Shows movement from one class, sector or sub-sector to another.

Weekly news release

Weekly news and ideas

Data put in context and investable ideas, delivered weekly.

Financial Intelligence: latest

Free analysis

  • IGM FX and Rates, EPFR, iMoneyNet, Competitive Product Resea...

    Ader's Musings - A Time for Every Purpose

    By David Ader 13 Apr 2017

    In the week just passed, longer-end Treasury yields fell to lows not seen since November 18 while short-end yields meandered providing a flatter yield curve.

    Topic Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    Why is this Hiking Cycle Different from all Other Hiking Cycles?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 07 Apr 2017

    Let me start with the reality that the FOMC minutes for the March meeting didn’t do much to stir the markets. Based on the various economic reviews of those minutes, that was the appropriate response: we didn’t learn a lot that we hadn’t heard before in various forms of Fedspeak.

    Topic Changing Rate Environment Industry News

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    If We're All Downsizing, Who is Upsizing?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 31 Mar 2017

    Before I go into my more macro thinking, I’ll start with a simple 10-yr U.S. Treasury yield bar chart with, highlighted in rose, a very defined sideways channel whose broad parameters are 2.31+ to 2.63+%. Having been bullishly biased, the near-term charts look a bit more bearish with momentum shifting to higher yields. I’m not that bearish, but it’s a range and we got near the upper reaches.

    Topic Changing Rate Environment Industry News

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    DC Stumbles Hint That Markets’ Election Euphoria has run its Course

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 24 Mar 2017

    In the week just passed, the drama of economic data had its intermission with the data frontage subdued and most of that decidedly second tier in nature. The focus of the interest-rate community shifted to somewhat softer (though potentially far more critical) inputs on the political front and as a result found new impetus to sustain technical gains that were otherwise underway.

    Topic Changing Rate Environment US Presidential Election

  • WealthManagement.com, IGM FX and Rates, EPFR

    Aging America to Stifle Growth

    By David Ader, Chief Macro Strategist 22 Mar 2017

    Join Informa’s Chief Macro Strategist, David Ader, as he looks at retirement demographics and what it means for US growth and interest rates.

    Topic Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    The Clouds to the Fed’s Silver Lining

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 16 Mar 2017

    Let me skip over the most obvious event of the week just passed which is the ‘dovish’ Fed rate hike. I say dovish not because it’s news but because the analytical emphasis is on the subdued nature of the statement and various forms of projections (which were little changed).

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    A Bond Guy Takes Another Look at Stocks

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 03 Mar 2017

    A couple of weeks ago I wrote a column “A Bond Guy Looks At Stocks” with a decidedly bearish spin. That was about 60-odd Dow points ago. In the spirit of doubling down I offer a bit more to the very macro concerns expressed in that missive with higher-frequency inputs.

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    Fed Ups The Ante: Have Things Really Improved This Much?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 03 Mar 2017

    Driven by data and the latest runes from the U.S. Fed, opinions are changing regarding the timing of the next U.S. interest rate move (sooner rather than later is now the thing, with March as forerunner). Yesterday’s more statesman-like address to Congress by President Trump further engendered the positive narrative as evidenced by market reaction.

  • EPFR, IGM FX and Rates, IGM Credit, iMoneyNet

    A twist on foreign flows

    By David Ader 10 Feb 2017

    In the spirit of concerns over foreign flows I’m looking at some perhaps arcane aspects to such activity that both confirm what the market has already talked about and perhaps adds somewhat counter-trend perspectives to foreign flows using Informa’s EPFR data.

    Topic Global Investment Flows

  • EPFR, Zephyr, IGM FX and Rates, IGM Credit, iMoneyNet

    Bond guy looks at stocks

    By David Ader 03 Feb 2017

    I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

  • IGM FX and Rates, IGM Credit, EPFR

    Italian Referendum Risk

    By Marcus Dewsnap 23 Nov 2016

    The 4 December Italian Constitutional Referendum provides the next opportunity to stick a thumb in the eye of 'the Establishment'. Ironically, PM Renzi was originally chosen because he did not represent the perceived vested interest.

    Topic Changing Rate Environment Risk

  • IGM FX and Rates, EPFR, IGM Credit, iMoneyNet

    Brexit Special Report

    By Marcus Dewsnap 20 Oct 2016

    Fears of 'Hard Brexit' from political posturing hit Sterling.

    Topic Brexit

  • iMoneyNet, IGM FX and Rates, EPFR

    US Money Market Reform

    By Marcus Dewsnap 05 Oct 2016

    Will US Money Market Fund reforms trigger a Dollar funding crisis on full implementation?

    Topic Global Investment Flows Changing Rate Environment

  • IGM FX and Rates, EPFR

    US Election 2016 Preview

    By Peter Luxton 23 Sep 2016

    The 2016 US Presidential Election is shaping up to be one of the most controversial ever given the tightness of the race and the marked divergence between the candidates.

    Topic US Presidential Election

Meet the team

Research Expert

Cameron Brandt

Research Expert, Director of Research

USA

Cameron Brandt

Cameron specializes in

  • Fund Flows
  • Stock Flows

+16 year(s) experience

Consultant

Vik Srimurthy

Consultant, Consultant

USA

Vik Srimurthy

Vik specializes in

  • Fund Flows
  • Stock Flows
  • Rates and FX

+16 year(s) experience

Management

Steven Xinlei Shen

Management, Manager of Quantitative Strategies

USA

Steven Xinlei Shen

Steven specializes in

  • Fund Flows
  • Stock Flows

+4 year(s) experience

Any questions?

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