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EPFR Global expands intelligence available to financial institutions

Boston, MA, November 18, 2016: EPFR Global, an industry leader in fund flow and allocation data, announced today the launch of the EPFR Stock Flows and Stock Allocations data sets. 

In a fast-paced and highly competitive market, financial professionals are in constant need of reliable intelligence that helps them understand the current situation and its context. This intelligence enables them to identify inflection points as soon as they occur. 

EPFR Stock Flows and Stock Allocations provide visibility into the individual stocks that mutual funds and ETFs are investing in, and at what levels, going back to 2010. 

EPFR Stock Flows, a derived data set aggregated by fund group, tracks the dollar amount that funds are putting into or taking out of individual U.S. and global equities on a daily and monthly basis.

“Successful investors are always on the lookout for data that provides them with unique insights,” said Adam Longenecker, Director of Quantitative Research at EPFR. “This new dataset will help investors analyze flows and fund positioning on the security level.”

The Stock Allocations offering tracks the percentage ownership of equity securities by fund groups based on criteria such as geographic focus, style/sector, active vs. passive, and ETF vs. mutual fund. The data set tracks more than $4 trillion in global equity assets, including $2.7 trillion from mutual funds.

“This combination of flows and allocations intelligence sheds unique light on the investment community’s movement of securities and how heavily they weight those securities,” said Cameron Brandt, Director of Research at EPFR. “These data sets explain, in granular detail, the natural evolution of single-stock allocations and flows. We are thrilled to bring this exclusive and in-depth offering to the global investment community.” 

About EPFR Global

EPFR Global provides fund flow and asset allocation data to financial institutions around the world. EPFR tracks both traditional and alternative fund flows and asset allocation data from nearly 83,000 conventional and alternative mutual funds domiciled globally with $26.6 trillion in total assets.

Collecting data from thousands of global sources around the clock with a proprietary collection and quality control process, our core data sets are verified by both algorithms and humans to ensure the highest quality for your decision-making. Clients use our data in both discretionary trading and systematic investment strategies. Our research team provides back-tested strategies, from regional through dedicated country to global sectors, on which to base actionable investment ideas. For more information, please visit www.epfr.com

EPFR Global is part of the Financial Intelligence vertical of Informa PLC's Business Intelligence Division. This vertical is a leading provider of critical decision-making solutions and custom services to financial institutions. From the big picture to the smallest detail, its leading-edge financial information and decision-making products provide specialized financial industry research, intelligence and insight. For more information, please visit  https://financialintelligence.informa.com.

For further information, contact Amiee Watts at JConnelly on awatts@jconnelly.com or +1 (973) 850-7312.