EPFR Core Offerings - Fund Flows and Allocations Data

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.

搜集汇总

背景与挑战

背景概述

该数据集追踪全球45万亿美元资产的传统和另类基金，提供机构与散户投资者资金流动及基金经理配置的全面数据，包括每日、每周、每月的股票和固定收益基金流动，以及按国家、行业和证券的月度配置。数据通过专有流程从全球数千个来源收集，确保质量，用于分析市场趋势、驱动因素和投资策略。