We Are EPFR

The global leader in fund flows and allocation data

Our data helps you make investible decisions by analyzing past trends and forecasting future performance to drive profitability and increase returns.

Gain a competitive advantage through EPFR’s broad range of critical insights into market trends, investor sentiment, liquidity, risk signals and corporate actions.

$53T+

AUM of tracked assets

93%

AUM coverage of all equity fund products globally

144K+

Share Classes

$7T+

Money Market Funds tracked globally

25+

Years of experience

Primary Benefits

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Industry-leading timeliness and granularity

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Supports both top-down and bottom-up asset strategies

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Illustrated analysis of key factors driving current flow trends

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Critical insights at macro and stock levels

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Unique views on investor and fund manager sentiment

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Insight into the fixed Income fund market at a bond ownership and security level

Our Solutions

EPFR

Fund Flow & Allocations Data

 

Make smarter investment decisions with a personalized view of our wide range of critical insights into market trends and liquidity, investor sentiment, asset rotations, risk signals and corporate actions.

PlacementTracker

Equity Market & Corporate Actions

 

Insight into bond ownership at issue and issuer level, as well as current structure trends give you an easy understanding of what your competitors are doing and how to target new business.

iMoneyNet

Money Market Fund Data

 

The most authoritative, comprehensive, and accurate data on asset, yield, maturity, and portfolio-holdings for major liquidity vehicles helps you bridge information gaps and win new clients.

Personalized,
Consultative Approach

 

Data customized to meet your goals

Our experts work with you 1-on-1 to help you achieve your goals and unlock the maximum value from our data and insights.

Whether it’s a top-down allocation or bottom up stock strategy, we can add value to your specific needs and approach.

Trusted by:

%

of the Bulge Bracket (the world’s largest central banks)

%

of the “top 20” global asset mgmt firms (by AUM)

%

of the Bulge Bracket (the world’s largest central banks)

%

of the “top 20” global asset mgmt firms (by AUM)

Our data and insights are highly cited in

Latest Insights

Thought leadership to easily identify trends and make confident decisions

EPFR data cited in the Financial Times

EPFR data cited in the Financial Times

EPFR data cited in the Financial Times article “ETF investors turn bullish in October”, suggesting some investors believe global equity and bond markets may be approaching their rock bottom after 12 months of painful losses.

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EPFR data cited in the Financial Times

EPFR data cited in the Financial Times

EPFR data cited in the Financial Times article “ETF investors turn bullish in October”, suggesting some investors believe global equity and bond markets may be approaching their rock bottom after 12 months of painful losses.

read more
Another week of mixed signals in early November

Another week of mixed signals in early November

Investors came into November anticipating a pivot towards Republicans in the US mid-term elections and fearing that October’s inflation data would set the stage for another 75 basis point rate hike by the US Federal Reserve after their December meeting. But the ‘red wave’ was blunted by a green breakwater of younger voters and price growth in the world’s largest economy last month slowed to 7.7% year-on-year.

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