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Derive Alpha. Mitigate Beta. Make informed decisions.
About our experts
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Cameron Brandt, Director of Research – EPFR, Informa Financial Intelligence
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Steve Muzzlewhite, Subject matter expert, Mutual Funds and ETFs – EPFR, Informa Financial Intelligence
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EPFR data enables alpha generation as a sentiment indicator
EPFR Flow and Allocation data provides a unique view on investor and fund manager sentiment through its mutual fund and ETF flows and positioning data across global markets, helping buyside and sell-side institutions make informed decisions.
EPFR tracks over 100,100 traditional and alternative funds domiciled globally, with more than $34 trillion in total assets, and provides daily, weekly, and monthly equity and fixed income fund flows.
Our macro and stock level insights 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 EPFR Flow and Allocation 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.
What EPFR customers say…
“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 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 |
“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 |
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