Industry 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 Industry Flows & Allocations data sets identify trends where investors are building or reducing exposure, helping detect rotation and momentum beneath the headline market move, supported by granular positioning by industry to inform thematic research, validate market narratives, and stress-test industry tilts versus benchmarks. 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 $41 trillion in assets
• Timely 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

• Industry Flows is a unique proprietary data set tracking investor sentiment across industries. It provides a timely holistic view of flows into and out of specific industries.
• Industry Allocations tracks portfolio positioning across industries for exposure analysis and benchmark comparisons.
• 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, uncover crowding and rotation dynamics, and develop new factors.
• Discretionary Portfolio Management
  Use EPFR's industry sentiment and positioning data to support thematic research, identify where managers are leaning, and anticipate industry-level momentum or reversals.
• Central Banks
  Monitor global capital movements and investor behavior with a timely view that complements traditional macro data. By tracking industry-level flows, EPFR enables policymakers to identify shifts in investor sentiment and understand how this impacts local markets.
• Financial Markets Research & Strategy
  Build a clearer view of markets by monitoring where money is flowing and why, with the ability to drill down from macro views into more tailored, granular cuts. Identify trends where investors are building or reducing exposure, helping detect rotation and momentum beneath the headline market move, supported by granular positioning by industry to inform thematic research, validate market narratives, and stress-test industry tilts versus benchmarks.
• Capital Markets
  With a holistic view of money flowing into and out of industries, inform issuer conversations on market conditions, opportunities and clearer advice on optimal timing.