New Offerings Provide In-Depth Data Tracking Stock Flows & AllocationsBOSTON, Nov. 16, 2016 /PRNewswire/ -- Informa Financial Intelligence's EPFR Global, an industry leader in fund flow and allocation data, announced today the launch of the EPFR Stock Flows and Stock Allocations data sets.
In a fast-paced and highly competitive market, financial professionals are in constant need of reliable intelligence that helps them understand the current situation and its context. This intelligence enables them to identify inflection points as soon as they occur. EPFR Stock Flows and Stock Allocations provide visibility into the individual stocks that mutual funds and ETFs are investing in, and at what levels, going back to 2010. More information about these new offerings is available here. EPFR Stock Flows, a derived data set aggregated by fund group, tracks the dollar amount that funds are putting into or taking out of individual U.S. and global equities on a daily and monthly basis. "Successful investors are always on the lookout for data that provides them with unique insights," said Adam Longenecker, Director of Quantitative Research at EPFR. "This new dataset will help investors analyze flows and fund positioning on the security level." The Stock Allocations offering tracks the percentage ownership of equity securities by fund groups based on criteria such as geographic focus, style/sector, active vs. passive, and ETF vs. mutual fund. The data set tracks more than $4 trillion in global equity assets, including $2.7 trillion from mutual funds.