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

Todd Willits

Mimi Chui

Gary Chapman

Kirsten Longbottom

Sophia Tel

Barry Lombardo

Adam Hamilton

Ian Wilson

Brien Currier

Natalia Wright

Brad Durham

Calum B.

Marko Antic

José Martínez Martín

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

Sales Team

Accounting and Finance

Data and Analysis

About

Team members

Other teams at EPFR

Sales Team

Accounting and Finance