EPFR Global

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25 years
History
Buyside
Data sourced direct from
$50 Tr
Tracked AUM
95%
Mutual Fund/ETF Market
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EPFR Global Data Products: APIs & Datasets

Explore EPFR Global’s datasets, databases, and data feeds.
EPFR Fund Flows and Allocations data helps financial professionals understand where money is moving, how fund managers are investing that...
140K Share classes
58 countries covered
25 years of historical data
Daily/Monthly Total Dollar Flow-sum of monthly stock allocations and monthly/daily fund flows. Average Allocation-Equal/Fund-weighted ave...
18K Securities
54 countries covered
11 years of historical data
EPFR provides a monthly view of Mutual Fund and ETF's currency exposure at a fund level.
18K Funds
60 countries covered
6 years of historical data
EPFR now provides flow data into hedge funds; the history goes back to 2010. The data is available, the month after the following, on th...
3.3K Hedge Funds and CTAs
37 countries covered
11 years of historical data

EPFR Global Pricing & Cost

Learn about EPFR Global’s prices, subscription cost, and API pricing.

Flexible based on specific requirements

The supported pricing models for EPFR Global’s data are One-off purchase and Yearly License. EPFR Global offers free samples for individual data requirements. Get talking to a member of the EPFR Global team to receive custom pricing options, information about data subscription fees, and quotes for EPFR Global’s data offering tailored to your use case.

EPFR Global Reviews

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About EPFR Global

Learn more about EPFR Global’s data sources, use cases, and integrations.

EPFR Global in a Nutshell

#1 provider of fund flow and asset allocation data to financial institutions around the world. EPFR tracks flows into institutional and retail mutual funds and ETFs, along with how these funds are positioning their portfolios at a stock, currency, sector, industry and country level. Data is available for over 137,000 globally domiciled funds with US$51.5 trillion in assets under management. Data is available on a daily, weekly, and monthly frequency.

Headquarters
USA

Country Coverage

Africa (1)
South Africa
Asia (10)
China
Cyprus
Hong Kong
India
Japan
Korea (Republic of)
Philippines
Singapore
Thailand
Turkey
Europe (46)
Austria
Belarus
Belgium
Bosnia and Herzegovina
Bulgaria
Croatia
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Gibraltar
Greece
Guernsey
Holy See
Hungary
Iceland
Ireland
Italy
Latvia
Liechtenstein
Lithuania
Luxembourg
Macedonia (the former Yugoslav Republic of)
Malta
Moldova (Republic of)
Monaco
Montenegro
Netherlands
Norway
Poland
Portugal
Romania
Russian Federation
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen
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

Data Offering

EPFR tracks fund flows and manager positioning data at a country, sector, industry, stock, currency (FX) and China share class level.

Show 4 more

Use Cases

Stock Selection

Sector Selection

Country Selection

FX Selection

Multi-Asset Allocation

Fund Selection

Alpha Generation Attribution Analysis
Currency Valuation
Currency Volatility Valuations
Economic Analysis
Hedge Funds
Local Economic Forecasting
Quantitative Investing
Show 3 more

Data Sources & Collection

Most of the data is collected directly from fund managers, administrators or custodians via email or ftp feeds. Some data is automatically pulled from manager websites.

Key Differentiators

Timeliness: clients use EPFR
daily data to monitor the previous
days capital flows, and monthly
positioning data to track portfolio
managers’ allocations.
Breadth: EPFR tracks globally
domiciled funds. This breadth of
data provides a comprehensive
indicator of global investor
sentiment, covering the major
developed and emerging markets.
Granularity: granular data (down
to the manager/fund/share class
level) allows clients to see which
investors are moving money (retail
or institutional), which funds or
managers are benefiting most from
those movements, and gives further
insight into global investor sentiment
on important market topics (active
vs. passive, multi-asset, ESG, etc.).
Proprietary Data Sets: by
combining both fund flows and
allocation data sets, EPFR has
created indicative factors and
derived datasets to view how
much money is moving between
geographies, sectors, industries
and stocks on a daily, weekly and
monthly basis.

Data Privacy

Informa connects specialists all over the world through events, intelligence and scholarly publishing. We’re a FTSE 100 company and our network of internationally respected brands help people to work smarter, make better decisions and expand and grow in thousands of specialist markets.

Data and information is at the heart of what Informa does, and we take matters of data privacy seriously. We respect our relationships with customers, clients, visitors, sponsors, exhibitors, suppliers and colleagues, and the trust they place in us to hold their personal information.

CCPA compliant
GDPR compliant

Integrations

Logo of Crux Informatics integration

What are you looking for?

Jens
from EPFR Global is ready to assist you

Frequently asked questions about EPFR Global

What does EPFR Global do?

EPFR’s Flows and Allocations data provides a unique view on investor and fund manager sentiment across global markets, helping buy and sell-side institutions make informed decisions.

How much does EPFR Global cost?

The supported pricing models for EPFR Global’s data are One-off purchase and Yearly License. EPFR Global offers free samples for individual data requirements. Get talking to a member of the EPFR Global team to receive custom pricing options, information about data subscription fees, and quotes for EPFR Global’s data offering tailored to your use case.

What kind of data does EPFR Global have?

Stock Market Data, Alternative Data, Financial Data, Short Interest Data, and 8 others

What data does EPFR Global offer?

EPFR tracks fund flows and manager positioning data at a country, sector, industry, stock, currency (FX) and China share class level.

How does EPFR Global collect data?

Most of the data is collected directly from fund managers, administrators or custodians via email or ftp feeds. Some data is automatically pulled from manager websites.

What’s EPFR Global’s data privacy policy?

Informa connects specialists all over the world through events, intelligence and scholarly publishing. We’re a FTSE 100 company and our network of internationally respected brands help people to work smarter, make better decisions and expand and grow in thousands of specialist markets. Data and information is at the heart of what Informa does, and we take matters of data privacy seriously. We respect our relationships with customers, clients, visitors, sponsors, exhibitors, suppliers and colleagues, and the trust they place in us to hold their personal information.

What are the best use cases for EPFR Global’s data?

Stock Selection Sector Selection Country Selection FX Selection Multi-Asset Allocation Fund Selection

What platforms is EPFR Global integrated with?

Crux Informatics