Fund 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 an intraday, daily, weekly or monthly basis. Our Fund Flows and Allocations data sets support buy-side and sell-side teams with the intelligence they need to:

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

Key Facts

• Track more than 155,000 traditional and alternative mutual fund and ETF share classes worldwide, representing over $75 trillion in assets
• Analyze long-term trends using more than 30 years of as-reported data
• Coverage spans 93% of global equity fund products by assets under management
• 75 developed and emerging markets covered, providing insight into both domestic and foreign investment

Features & Benefits

• Unique proprietary data sets
  In addition to tracking capital movements across funds and asset classes, track investor sentiment across countries, sectors, industries, stocks, FX and China share classes with EPFR’s unique derived data sets.
• Most timely
  Access the most timely view of investor sentiment with our intraday, pre-market open Early Edge reports.
• Granular Insight – Conduct sophisticated research with EPFR’s custom groups and aggregations.
• Multi-frequency visibility – Monitor investor positioning across daily, weekly, and monthly intervals to distinguish momentum from sustained shifts.
• 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.
• Data delivery
  API, Platform, data feeds.

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 investor and portfolio manager sentiment data to sharpen investment views, optimize trade timing and improve long-term risk adjusted performance.
• Financial Markets Research & Strategy
  Build a clearer view of markets by monitoring where money is flowing and why, by asset class, country, industry and sector, 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.
• Sales & Trading
  EPFR's Early Edge intraday data delivers the timeliest market view available. Identify client-specific trading opportunities, prioritize daily outreach and shape new-business pitches by framing market direction with timely flow and positioning signals.
• Capital Markets
  Inform issuer conversations on market conditions, opportunities and clearer advice on optimal timing.