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

New EPFR
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:
  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  

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