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 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

Sales Team

Accounting and Finance

Data and Analysis

Project and Operations

About

Team members

Other teams at EPFR

Sales Team

Accounting and Finance

Data and Analysis