Home>Products>EPFR>Fund Flows & Allocations Unparalleled understanding of how money is moving and whyThe pulse of global investor sentiment. Global fund flows and allocations, to spot signals, trends and market inflection points. Request demoFund flows & allocations EPFR’s Fund Flows and Allocations data combines best-in-class granularity with a comprehensive coverage of over 155,000 share classes, comprising more than $70 trillion in assets tracked (AUM). Every day, we support buy-side and sell-side teams with the intelligence they need to assess: Their overall performance against any benchmarks they may be utilizing Investor sentiment, active weighting and behavioral patterns Which levers to pull in order to improve top-line and bottom-line performance. Data frequency EPFR’s intraday Early Edge Fund Flows offers the most-timely fund level and aggregate flow report available in the market. Harness previous day’s trading data from just four hours after US market closure to be first to identify the biggest flows and positioning shifts, using EPFR’s numerous filtering options to focus on specific trends such as active versus passive flows or investment grade versus high yield. Spot pivotal fund flow and investor sentiment trends Unlock new business growth opportunities Download factsheet Data Delivery – Email and feedDatasets overview EPFR captures data from thousands of sources worldwide, is available in a variety of core and hybrid datasets and is released following a 24-hour production cycle: Core datasets are based on as-reported data directly sourced from Fund Managers and Administrators Hybrid datasets combine EPFR’s Fund Flows and Allocations data to give you a deeper understanding of how money is moving across geographies, sectors, industries, and stocks. Data solutions Request demo Equity fund flows Get access to over 79,000 share classes, with over $41 trillion in AUM and history stretching back to 1996. It captures all Developed and Emerging Markets Equity Funds and ETFs, and is organized by geographic mandate, offering clients multiple filtering options, including: Capitalization | Sector | Style | Fund domicile | Applicable themes (SRI/ESG, leveraged, dividend, etc.) Bond fund flows With history dating back to 2002, our dataset encompasses over 50,000 share classes managing combined total assets of over $13 trillion, allowing you to further filter by: Corporate vs Sovereign | Currency | Duration | State | Quality | Style | Relevant themes (domicile, currency of flows, SRI/ESG, etc.) Money market flows EPFR offers Money Market Fund flows with combined total assets of over $11 trillion and history back to 2007 for a broad universe of funds domiciled globally; this data can be run through a number of EPFR’s standard filters. Alternative fund flows Tracking over 5,400 share classes that collectively manage $1.2 trillion in assets, our Alternative Funds data allows you to filter by: Commodities/Materials | Currency Funds | Convertible Bond Funds | Long/Short Funds | Long Physical Commodities | Short Physical Commodities | Key filters include gold and other precious metals, cryptocurrency and bear funds. Country flows & allocations EPFR’s country-level solutions include Country Allocations and its proprietary dataset for Country Flows. Country Allocations show the average fund exposure by country Country Flows combines Fund Flows and Country Allocations to show total flows into a specific country Industry flows & allocations EPFR’s industry-level solutions include Industry Allocations and its proprietary dataset for Industry Flows. Industry Allocations shows average fund exposure by industry. Industry Flows combines Fund Flows and Industry Allocations to show total flows into a specific industry Sector flows & allocations EPFR’s sector-level solutions include Sector Allocations and its proprietary dataset for Sector Flows. Sector Allocations shows the average fund exposure by sector Sector Flows combines Fund Flows and Sector Allocations to show total flows into a specific sector FAQs+What do you mean by 'fund flow'?Fund Flows, or “asset flows”, track the direction of money into or out of assets over a set period of time. Inflows and outflows at the fund level are aggregated to represent net flows for a specific fund group or asset type. Inflows often signal positive investor sentiment, or growing confidence from investors in that asset. Outflows often signal negative investor sentiment, or a decline in confidence. EPFR’s Fund Flows and Allocations data provides clients with over 25 years of history for some datasets, allowing them to spot key investor sentiment trends and interpret market shifts in an accurate historical content.+How can I use EPFR’s fund flow data for my country selection?Our market-leading data provides empirical evidence of which countries are seeing investments or divestments.+Can EPFR data help me assess whether my decisions are contrarian or consensus with the market?EPFR provides clients with macro and granular data, and customized reports to capture specific views of investor sentiment. Most commonly, the filtering of active management relative to passive investment strategies. Our quantitative research team has also developed a slate of factors and strategies, some of which are successful contrarian indicators (i.e.: FX Shares Surprise).+Where does EPFR get its fund flows and asset allocations data from?EPFR collects data from several thousand open-end sources around the globe (including Mutual Funds, UCITS, SICAVs, Variable Annuity Funds, Insurance-linked Funds, and -more recently- Collective Investment Trusts or CITs), as well as closed-end, interval, and exchange-traded products with a 24-hour production cycle, using a proprietary collection and thorough quality control processes.+How can EPFR's customizable filtering options enhance my analysis of fund flow data?EPFR’s advanced filtering options empower clients to tailor fund flow data to suit specific investment strategy needs, providing a detailed understanding of both medium and long-term market trends. These tools allow you to navigate through various data layers, enabling precise assessments of historical movements across diverse market segments. Clients can adjust views to distinguish between asset classes such as investment grade versus high-yield bond funds, and differentiate among Exchange Traded Funds (ETFs) and mutual funds. This functionality extends to analyzing data based on investor type—retail versus institutional—and investment style, such as active versus passive. Further granularity is offered by additional filtering options, such as domicile, currency, or benchmark, and for specific sectors like equities and bonds. For example, equity filters include sector and market capitalization, while bond filters can distinguish between corporate versus sovereign bonds.+Can EPFR help me assess the daily general market direction?Yes. EPFR’s Pre-Market Fund Flow Data provides the most-timely aggregate fund flow report available, showing at or pre-market flows on a T+1 basis.+Can EPFR help me assess market trends on a daily basis?Yes. EPFR’s Pre-Market Fund Flow Data provides the most-timely aggregate fund flow report available, showing at or pre-market flows on a T+1 basis.+How can EPFR's fund flows data help in investment decision-making?EPFR’s fund flows data serves as a critical tool for investors by revealing the dynamics of capital movements across markets and asset classes. By analyzing patterns of inflows and outflows, investors can gauge market sentiment and anticipate potential price movements, thereby aligning their strategies with prevailing trends or identifying contrarian opportunities. This data also helps in assessing the popularity of certain sectors or regions, enabling more informed asset allocation decisions that are responsive to real-time market conditions.+What makes EPFR's fund flows and allocations data unique in the market?EPFR stands out in the market for its depth, breadth, and accuracy. With data coverage of over 155,000 share classes and over $70 trillion in assets tracked, our datasets offer unmatched granularity and comprehensiveness. EPFR’s unique hybrid datasets combine core data sourced directly from fund managers with enriched allocations data, providing a holistic view of global money movements not available from other providers. This enables our clients to tap into detailed insights across multiple sectors, industries, and geographies, tailored to their specific needs.