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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

  • A Bullish Spin on Balance Sheet Reduction

    David Ader 24 Jun 2017

    In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    What Supply and Demand Data Tells Us About Where Value in the Tech Sector Really Lies & Why

    By Charles Biderman, Informa, TrimTabs 23 Jun 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting the value stocks in the tech sector are those creating their own demand while growing free cash flow.

  • IRS Market Research, IGM Credit, IGM FX and Rates, EPFR, iMo...

    Informa Financial Intelligence Named to Annual AMA Top 50 Market Research Firms Report

    20 Jun 2017

    Each year for the past 10 years, Informa Research Services has appeared in an annual AMA Top 50 Market Research Firms Report listing of the top 50 market research firms in the United States. This year Informa Research Services’ U.S. based market research revenue is combined with the U.S. based market research revenue from EPFR Global, Informa Global Markets, iMoneyNet, Informa Investment Solutions and eBenchmarkers, to be listed as Informa Financial Intelligence at #22 in this annual listing. Read the full article here.

    Topic Industry News

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

    Curve Flattening Implies Market at Odds With Fed Optimism

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

    In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

    Topic Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    U.S. Stock Prices Might Be Facing Short Term Headwinds, But to Keep Chugging Higher Medium Term

    By Charles Biderman, Informa, TrimTabs 16 Jun 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices might be facing short term headwinds, but will keep chugging higher medium term.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    June Monthly Interest Rate Outlook

    By David Ader 05 Jun 2017

    When it comes to rate hikes, Chief Macro Strategist David Ader believes the Federal Reserve has made the switch from being data-dependent to forecast-dependent, and looks set to pull the trigger again this month. And market expectations, which are running close to 100% for another 0.25% increase, are supported by seasonal patterns. Read more from Informa Global Markets by clicking the button below.

    Topic Changing Rate Environment US Presidential Election Global Investment Flows

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    U.S. Stock Prices Likely to Keep Chugging in Short Term

    By Charles Biderman, Informa, TrimTabs 30 May 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices are likely to keep rising over the near term.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    A June Hike is Well Priced in, Balance Sheet Redux Coming Soon

    By David Ader 26 May 2017

    In the week just passed the bond market gotten a respite from the ongoing tumult between the Trump Administration and, well, just about everyone else. It was a diplomatic trip for the President and a vacation for the rest of us. Call it a hiatus until his budget proposals are reworked, and in all likelihood dramatically so, and the investigations get underway. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    What Supply and Demand Data Tells Us About Today's Stock Market

    By Charles Biderman, Informa, TrimTabs 22 May 2017

    Are economic observers falling into the same trap as pollsters and pundits did pre-election and underestimating the Trump administration’s appeal – assuming he stays in office, of course?

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    “Furor Puts the GOP Agenda at Risk”, Treasuries Eye Fed, D.C.

    By David Ader 19 May 2017

    Turmoil in Washington puts Trump’s fiscal ambitions in doubt; Treasuries rally on FTQ, low inflation continuum; Fed holds to more hawkish bias, helps flatten curve; Foreign buying picks up, not sure if a blip or a trend; Treasuries enter longest bullish phase of year. Read more from David Ader's latest musings.

  • Zephyr, EPFR

    Passive Investments: Far from Perfect

    By Ryan Nauman 17 May 2017

    Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Fed Gets a bit Stubborn Plus a Teaser to Demographic Work

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 05 May 2017

    In the week just passed most Treasury yields rose a bit with the curve flattening in the process. It’s really a tale of two curves; the front part vs. the back end. The front end dealt with an FOMC statement that didn’t offer any serious surprises but did affirm that a June hike was on the proverbial table. The back end, specifically 30s, outperformed for different reasons.

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

    A Relief Rally Correction, Budget Handicaps Conviction

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 28 Apr 2017

    In the week just passed the bond market gave back some of the gains from its relief rally that essentially came with the French election results a week ago and relative easing of the mood over geopolitics. This is presumably a pause in the grand scheme of things on both accounts and not a definitive “phew” that shoots US interest rates on a particularly bearish schematic. At least not yet.

    Topic Changing Rate Environment

  • 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

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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