Country Flows & Allocations

The pulse of global investor sentiment.

Spot signals, trends & market inflection points.

EPFR is the industry leader delivering an unparalleled picture of institutional and retail investor flows and fund manager allocations driving global markets on a daily, weekly or monthly basis. The Country Flows & Allocations data sets provide visibility into inflows and outflows by country to track regional momentum, spot turning points, and monitor risk-on/risk-off rotations, supported by detailed portfolio positioning by country for exposure analysis and benchmark comparisons. These data sets support central banks, buy-side and sell-side teams with the intelligence they need to:

• Monitor market trends and sentiment shifts, validate convictions and identify opportunities across developed and emerging markets
• Find new momentum signals, rotation dynamics, and develop new factors.

Key Facts

• Proprietary data set
• Tracks over $56 trillion in assets
• Timely Country Flow data: Daily (T+1), weekly (T+1), monthly (T+23)
• Analyze long-term trends using more than 30 years of historical data
• 75 developed and emerging markets covered, providing insight into both domestic and foreign investment

Features & Benefits

• Country Flows is a unique proprietary data set tracking investor sentiment across countries and regions. It provides a timely holistic view of flows into and out of specific countries and regions.
• Country Allocations tracks portfolio positioning across countries and regions for exposure analysis and benchmark comparisons.
• Daily, weekly and monthly country flow data provides a more timely view of cross border money flows than lagged balance of payment data.
• Granular insight – multiple filters enable users to drill down and conduct sophisticated research e.g. active vs passive, foreign vs domestic, retail vs institutional.
• Historical perspective – Place short-term flow activity within long-term allocation trends using records that extend back decades.
• Signal-rich point-in-time data
  Improve the performance and predictability of existing models, aided by our example investment strategies and factors.

Relevant Use Cases

• Quantitative & Quantamental Investment
  Used for both alpha generation and risk management overlays, EPFR data helps quantitative teams find new momentum signals, identify country rotation dynamics, and develop new factors.
• Discretionary Portfolio Management
  Use EPFR's country sentiment and positioning data to sharpen investment views, optimize trade timing and improve long-term risk adjusted performance.
• Central Banks
  Monitor global capital movements and investor behavior with a timely view that complements traditional macro and balance-of-payments data. By tracking country-level flows, EPFR enables policymakers to identify shifts in investor sentiment, cross-border capital flows, and understand how this impacts local equity, debt, and currency markets.
• Financial Markets Research & Strategy
  Build a clearer view of regional and individual country markets by monitoring where money is flowing and why, with the ability to drill down from macro views into more tailored, granular cuts. Identify inflection points and sentiment shifts, and track momentum across markets, to surface opportunities to position strategies more effectively for clients and assess risks.
• Capital Markets
  With a holistic view of money flowing into and out of countries and regions, inform issuer conversations on market conditions, opportunities and clearer advice on optimal timing.