Sector 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 Sector Flows & Allocations data sets provide timely flow intelligence by sector to monitor rotation and quantify sentiment shifts, with positioning detail to assess portfolio/benchmark alignment and refine risk management. 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 $42 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

• Sector 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 sectors.
• Sector Allocations tracks portfolio positioning across sectors 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
  Timely insight into sector-level positioning shifts, enabling portfolio managers to monitor sector rotation, validate top-down views, and fine-tune active sector bets versus the benchmark.
• Central Banks
  Monitor global capital movements and investor behavior with a timely view that complements traditional macro data. By tracking sector-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. Monitor sector rotation and quantify sentiment shifts, with positioning detail to assess portfolio/benchmark alignment and refine risk management.
• Sales & Trading
  Identify client-specific trading opportunities, and shape new-business pitches by framing market direction with timely sector flow and positioning signals.
• Capital Markets
  With a holistic view of money flowing into and out of sectors, inform issuer conversations on market conditions, opportunities and clearer advice on optimal timing.