EPFR
Kevin Grist is an accomplished Institutional Sales Executive at EPFR since October 2005, specializing in new sales, renewals, retention, and revenue growth, with a focus on presenting subscription-based business intelligence products to senior executives in global asset management and banking. Prior experiences include diverse roles in sales, marketing, and customer service at Fidelity Investments from 1997 to 2005, and a position as a Marketing Representative at Putnam Investments from 1995 to 1997, where support was provided to financial advisors and broker dealers. Kevin Grist holds educational qualifications from Providence College and Johnson & Wales University.
EPFR
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.