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EPFR Core Offerings - Fund Flows and Allocations Data

EPFR Global
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Fund Flows
Fund Allocations
Country/Sector/Industry Flows
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Request Data Sample
Volume
140K
Share classes
Avail. Formats
.csv and .txt
File
Coverage
58
Countries
History
25
years

Description

EPFR Fund Flows and Allocations data helps financial professionals understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries, and securities. EPFR tracks 132,000 share classes with more than $50tr in AUM
We track both traditional and alternative funds domiciled globally with $45 trillion in total assets, we deliver a complete picture of institutional and retail investor flows and fund manager allocations driving global markets. Our market moving data include daily, weekly and monthly equity and fixed income fund flows and monthly fund allocations by country, sector and security. Core offerings include: 1. Daily traditional fund flows data and analysis 2. Daily alternative fund flows data and analysis 3. Monthly fund allocations to countries, regions, sectors, and industries 4. Daily derived data sets and factors combining fund flows and allocations 5. Our premium daily fund flows delivers 80 percent of the flows we collect from the previous day by 9am ET EPFR delivers an extensive view of institutional and retail investor flows, along with fund manager allocations in markets across the world. The data is collected by the EPFR team from several thousand sources globally and is leveraged throughout financial markets. Our 24-hour production cycle uses a proprietary collection process, ensuring quality with programmatic and human checkpoints. Timely data and research sheds light on trends in asset flows, their drivers, and notable inflection points. Our Flows show which asset classes or fund groups are losing capital, and where it’s going. Our Allocations give you shares or basis points in an asset class or investment. Strategies show actionable ways to leverage our data to enhance your investment process. Our Research details how market movements are impacted by events like policy changes, weather, and natural disasters. Our Research & Strategies draws on the deep experience of the EPFR team to offer fresh investable ideas.

Data Attributes

Attribute & Description Example
Fund Flows
Daily net Fund Flows
100
Fund Allocations
Monthly fund allocations
10%
Country/Sector/Industry Flows
Daily net Country/Sector/Industry Flows
100

Geography

Africa (1)
South Africa
Asia (9)
China
Cyprus
Hong Kong
India
Japan
Korea (Republic of)
Philippines
Singapore
Thailand
Europe (39)
Austria
Belarus
Belgium
Bosnia and Herzegovina
Bulgaria
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hungary
Iceland
Ireland
Italy
Latvia
Liechtenstein
Lithuania
Luxembourg
Macedonia (the former Yugoslav Republic of)
Malta
Moldova (Republic of)
Monaco
Netherlands
Norway
Poland
Portugal
Romania
Russian Federation
Serbia
Slovakia
Slovenia
Spain
Sweden
Switzerland
Ukraine
United Kingdom
North America (3)
Canada
Mexico
United States of America
Oceania (2)
Australia
New Zealand
South America (4)
Argentina
Brazil
Chile
Colombia

History

25 years of historical data

Volume

40,000 Funds
140,000 Share classes
50 Trillion AUM tracked ($)

Pricing

Free sample available
EPFR Global has not published pricing information for this product yet. You can request detailed pricing information below.

Suitable Company Sizes

Small Business
Medium-sized Business
Enterprise

Delivery

Methods
SFTP
Email
Frequency
daily
weekly
monthly
Format
.csv
.txt

Use Cases

Categories

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Frequently asked questions

What is EPFR Core Offerings - Fund Flows and Allocations Data?

EPFR Fund Flows and Allocations data helps financial professionals understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries, and securities. EPFR tracks 132,000 share classes with more than $50tr in AUM

What are the data attributes of EPFR Core Offerings - Fund Flows and Allocations Data?

This product has 3 key data attributes. These include Fund Flows, Fund Allocations, and Country/Sector/Industry Flows. Request a data sample from EPFR Global to see these attributes in more detail and see what information they can provide.

What is EPFR Core Offerings - Fund Flows and Allocations Data used for?

This product has 5 key use cases. EPFR Global recommends using the data for Hedge Funds, Alpha Generation, Quantitative Investing, Attribution Analysis, and Economic Analysis. Global businesses and organizations buy Short Interest Data from EPFR Global to fuel their analytics and enrichment.

Who can use EPFR Core Offerings - Fund Flows and Allocations Data?

This product is best suited if you’re a Small Business, Medium-sized Business, or Enterprise looking for Short Interest Data. Get in touch with EPFR Global to see what their data can do for your business and find out which integrations they provide.

How far back does the data in EPFR Core Offerings - Fund Flows and Allocations Data go?

This Dataset / Database / Data Feed / Data API has 25 years of historical coverage. It can be delivered on a daily, weekly, and monthly basis.

Which countries does EPFR Core Offerings - Fund Flows and Allocations Data cover?

This product includes data covering 58 countries like USA, China, Japan, Germany, and India. EPFR Global is headquartered in United States of America.

How much does EPFR Core Offerings - Fund Flows and Allocations Data cost?

Pricing information for EPFR Core Offerings - Fund Flows and Allocations Data is available by getting in contact with EPFR Global. Connect with EPFR Global to get a quote and arrange custom pricing models based on your data requirements.

How can I get EPFR Core Offerings - Fund Flows and Allocations Data?

Businesses can buy Short Interest Data from EPFR Global and get the data via SFTP and Email. Depending on your data requirements and subscription budget, EPFR Global can deliver this product in .csv and .txt format.

What is the data quality of EPFR Core Offerings - Fund Flows and Allocations Data?

You can compare and assess the data quality of EPFR Global using Datarade’s data marketplace. EPFR Global appears on selected Datarade top lists ranking the best data providers, including Who’s New on Datarade? August Edition.

What are similar products to EPFR Core Offerings - Fund Flows and Allocations Data?

This Dataset / Database / Data Feed / Data API has 3 related products. These alternatives include EPFR Global - Hedge Fund Flows, EDI Further Public Offerings Database in the US (FPO) , and EPFR Stock Allocations and Flows. You can compare the best Short Interest Data providers and products via Datarade’s data marketplace and get the right data for your use case.