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The intelligence behind intelligent decisions

 

Unparalleled understanding of how money is moving and why

EPFR provides a deeper view of the market to show where money is moving across geographies, sectors, industries and securities, enabling the global investment community to make intelligent decisions based on solid facts.

Our best-in-class Fund Flows and Allocations Data helps you reveal the investible truth by looking at market trends, investor sentiment, liquidity, risk signals and corporate actions, and can be tailored to your specific use case.

$54T+

AUM of tracked assets

93%

AUM coverage of all equity fund products globally

151K+

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 bottom-up and top-down asset allocation 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 fund manager and investor sentiment

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

Personalized,
consultative approach

 

Data tailored for your unique strategy

Our experts work with you 1-on-1 to assess your use case and ensure that you are getting the best inputs and most actionable insights for your needs.

EPFR is a global company built on service and helping the investment community gain a deeper understanding of what’s really happening.

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%

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

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

%

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

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Latest Insights

Thought leadership and analysis that help you find a signal in the noise

Weekly fund flows highlights – 25th March 2024

Weekly fund flows highlights – 25th March 2024

How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs created in the US? Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly fund flows and asset allocations update.

BOJ closes the book on negative rates

BOJ closes the book on negative rates

Central banks were again front and center during the third week of March. Between March 18-21, the US Federal Reserve, European Central Bank, Bank of England, Swiss National Bank, and Bank of Japan held policy meetings that delivered a range of outcomes from the SNB’s first rate cut since early 2015 to the BOJ’s first rate hike since 2007.

Weekly fund flows highlights – 25th March 2024

Weekly fund flows highlights – 25th March 2024

How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs created in the US? Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly fund flows and asset allocations update.

BOJ closes the book on negative rates

BOJ closes the book on negative rates

Central banks were again front and center during the third week of March. Between March 18-21, the US Federal Reserve, European Central Bank, Bank of England, Swiss National Bank, and Bank of Japan held policy meetings that delivered a range of outcomes from the SNB’s first rate cut since early 2015 to the BOJ’s first rate hike since 2007.

Rising tide doesn’t lift SRI/ESG Funds

Rising tide doesn’t lift SRI/ESG Funds

Record-setting flows into US Equity Funds ahead of the first “quadruple witching” of 2024 for futures and options contracts and February’s inflation data lifted the headline number for all EPFR-tracked Equity Funds to a three-year high during the second week of March.