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A comprehensive view of investor sentiment at the stock level requires access to reliable intelligence. The EPFR Stock Barometer helps market players understand investor sentiment towards a stock by contextualizing flows data to show the drivers moving individual securities.
The EPFR Stock Barometer provides clients with customizable views at a stock level for companies listed in a variety of widely traded indexes. Holdings data is collected from a universe of funds with $10 trillion in AUM and incorporates broader daily/monthly flows and allocations data generated by a full universe of 137,000 share classes encompassing $51.5 trillion in assets that EPFR tracks on a regular basis. This new EPFR offering provides clients with a new, stock-level tool to improve their investment decisions. Daily flow and factor data have a T+1 lag and monthly Factor data, a T+26 lag; with monthly data base on a calendar month. |
Anyone who has stuck their hand into a disorganized toolbox |
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Understand market sentiment with stock level snapshots
Gain powerful, actionable stock level insights
Tap into broad daily flows, aggregated and drilled down to:
Access EPFR’s Smart Beta factors, providing views into:
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Improve investment strategies
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Gauge directional flow
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New to EPFR?
EPFR is a global data provider that has been tracking mutual fund and ETF flows and allocations since 1995. The datasets created and maintained by EPFR help 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.
Independent, globally tracked fund performance data Our flows are available at either the asset class aggregate, fund group, |
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
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“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 |
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