Global fund flows and asset allocation intelligence

An unparalleled view of investor and fund manager sentiment across global markets

Fund flow insight on a global scale

  • Track more than 155,000 traditional and alternative mutual fund and ETF share classes worldwide, representing over $70 trillion in assets
  • Analyse long-term trends using more 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
  • 100% of the bulge bracket banks rely upon EPFR data.
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When markets move, a partial view isn’t enough

Creating and maintaining a comprehensive view of the markets, finding new data sources to generate alpha, and having the information available to act fast is hard in a world of rapidly growing but fragmented data. Common challenges include:

  • Linking macro themes to micro implications (countries, sectors and instruments)
  • Tracking rotation coherently across assets, countries and industries to maintain a consistent market view
  • Putting moves in historical context to benchmark against prior cycles and stress periods
  • Building and communicating conviction with evidence for clients and investment committees
  • Generating alpha and improving the performance and predictability of models
  • Avoiding survivorship bias
  • Managing crowding and consensus risk to avoid squeezes and sudden reversal
  • Reacting fast with incomplete information

Unparalleled view of investor and fund manager sentiment across global markets

When traditional data sources only tell part of the story it’s harder to act on with conviction. EPFR complements and expands those sources by adding the missing layer of real investor behaviour, giving you the most comprehensive view of the markets.

With consistent, as reported flow and allocation data across asset classes, countries, industries and securities, EPFR helps you connect macro themes to micro implications, separate true allocation shifts from short-term churn, and spot rotation, stress, crowding, and pressure points earlier. The result is faster decisions, stronger conviction and increased returns.

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Key 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

    Available via API, platform, data feeds.

Solutions

Fund flows & allocations

As-reported coverage of net flows into and out of a universe of over 155,000 share classes and $70+ trillion in assets tracked, dating back to 1995.

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Specialized solutions

China Share Class Allocations, FX allocations and Hedge Fund Flows —track performance, gauge sentiment, and spot the levers that drive results.

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Security level

Get a view into the demand for more than 25,000 stocks, supporting multiple buy-side and sell-side use cases.

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Use cases

Buyside

Built for quant teams and portfolio managers: EPFR’s fund flows, allocations and securities data surface signals that enhance models and drive alpha.

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Sellside

Built for research, strategy, market making and capital markets teams: EPFR’s fund flows and allocations data provides a comprehensive view of investor sentiment across asset classes, countries, industries and securities, enabling clearer identification of opportunities and more effective risk management.

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Government & central banks

Monitor global capital movements and investor sentiment—EPFR tracks fund and country-level flows and FX allocations to complement macro and balance-of-payments data.

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Turn complexity into clarity

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