Sellside

Research and Strategy  

EPFR helps Research and Strategy teams build a clearer view of global markets by monitoring where money is flowing and why (by asset class, country, industry and sector), identifying inflection points and sentiment shifts, and tracking momentum across markets. 

With granular fund flow and allocation data, EPFR helps teams translate global market trends into business impact—stress-testing exposures, monitoring portfolio and benchmark risks, and surfacing opportunities to position strategies more effectively for clients—with the ability to drill down from macro views into more tailored, granular cuts (e.g. groupings by specific commodities, fixed income types, ESG segmentation etc). 

Our data: 
 

• Fund Flows– Intraday, daily, weekly and monthly insights into global inflows and outflows, enabling the identification of sentiment shifts, momentum and crowding across asset classes, countries and industries. 
   
  

• Country Flows & Country Allocations – 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.

• Industry Flows & Industry Allocations– 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. 

• Sector Flows & Sector Allocations– Timely flow intelligence by sector tomonitor rotation and quantify sentiment shifts, with positioning detail to assess portfolio/benchmark alignment and refine risk management.