ISI Markets

EPFR is a global financial data and intelligence provider offering a detailed view of fund flows, asset allocations, and investor sentiment. Its coverage spans more than 155,000 traditional and alternative mutual fund and ETF share classes, representing over $70 trillion in assets across 75 developed and emerging markets. With as-reported records dating back to 1995 and more than 30 years of historical data, EPFR helps clients understand long-term trends and place current market activity in context.

The company’s products track flows and allocations across asset classes, countries, industries, and securities. Specialized data covers China share-class allocations, foreign exchange allocations, and hedge fund flows, while security-level information captures demand for more than 25,000 stocks. Users can access data through an API, platform, or data feeds, and use intraday, daily, weekly, and monthly insights for timely analysis.

EPFR serves buy-side and sell-side firms, banks, government organizations, and central banks. Its intelligence supports investment research, portfolio strategy, model development, risk management, and monitoring global capital movements, helping users identify emerging trends and make more informed decisions.