EPFR offers financial institutions around the world an unparalleled understanding of how money is moving and why, through fund flows and asset allocation data.

Tracking over 150,000 traditional and alternative fund shares classes domiciled globally with more than $46 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 services include equity and fixed income fund flows on a daily, weekly and monthly basis and monthly fund allocations by country, sector and industry.

Banking

Investment Management

EPFR

EPFR's headquarters in Boston, MA, United States

Brien Currier

Ian Wilson

Kirsten Longbottom

Julio Rivera

Calum B.

Lewis Cross

Simon Brown

Justin Davidson

Shivangini Ghosh

The Sales Team at EPFR is responsible for driving revenue growth by engaging with financial institutions globally to promote and sell EPFR's market-moving data services. This team identifies potential clients, nurtures relationships, and provides tailored solutions to meet the specific data needs of institutional and retail investors. It includes roles focused on key account management, new business development, regional sales strategies, and sales enablement across different geographic markets like EMEA and APAC.

Sales Team

The Accounting and Finance team at EPFR is responsible for managing the company's financial health and ensuring the accuracy of financial records. They handle budgeting, forecasting, and financial planning to support the organization's strategic goals. Additionally, they oversee internal controls, regulatory compliance, and financial reporting, leveraging their expertise to provide insights that drive sound financial decisions.

Accounting and Finance

The Data and Analysis team at EPFR is responsible for aggregating, processing, and interpreting fund flow and asset allocation data to provide actionable insights for financial institutions. They utilize advanced data engineering techniques and strategic analysis to generate comprehensive reports on institutional and retail investor behaviors and fund manager allocations, enabling clients to make informed decisions in global markets.

Data and Analysis

The Leadership Team at EPFR is responsible for steering the company towards its strategic goals. This team, comprised of the CEO, Managing Director of Fund Data, Global Head Of Sales, and VP Of Engineering, collaboratively drives business growth, oversees data product offerings, ensures the alignment of engineering and sales strategies, and fosters innovation to maintain EPFR's position as a market leader in fund flow and asset allocation data services.

Leadership Team

The Project and Operations Team at EPFR ensures the seamless execution of data delivery and operational efficiency. The Operations Manager oversees daily functions to maintain high-quality service standards, while the Project Managers coordinate and implement key projects to enhance our data services. The Data Operations Specialist manages and verifies the accuracy of incoming fund flow and asset allocation data, supporting our mission to provide unparalleled financial insights.

Project and Operations

The Marketing Team at EPFR is responsible for developing and executing strategic marketing initiatives that promote the company’s data services related to fund flows and asset allocations. This includes managing marketing campaigns, creating and distributing compelling content, and analyzing the effectiveness of marketing efforts to enhance brand visibility and attract new clients in the financial sector. The team works collaboratively to ensure consistent messaging and to highlight EPFR's unique insights into global financial markets.

EPFR

Org chart

Teams

Sales Team

Accounting and Finance

Data and Analysis

Leadership Team

Project and Operations

Marketing Team

Offices

EPFR

Org chart

Teams

Sales Team

Accounting and Finance

Data and Analysis

Leadership Team

Project and Operations

Marketing Team

Offices

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