10 | W&F Ethical Finance Awards 2024 Best Fund Flow & Asset Allocation Solutions Provider 2024 - UK With nearly three decades of experience in financial services, EPFR is one of the world’s leading providers of fund flows and asset allocations data. Its large-scale datasets and insights offer clients an unrivalled understanding of where money is moving across geographies, sectors, industries, and securities. EPFR is uniquely positioned to help the global investment community gain valuable insights and make intelligent decisions based on reliable data. Renowed for the quality, timeliness and granularity of their data and research, EPFR has been honoured in this year’s Ethical Finance Awards as Best Fund Flow & Asset Allocation Solutions Provider – UK. Financial institutions from around the world rely on EPFR’s data and insights to unlock a privileged window of global fund flows, helping them spot inflection points in the market, and put these changes into historical context. EPFR currently tracks over 151,000 traditional and alternative fund shares classes domiciled globally with a total of $52 trillion in assets under management (AuM). Its reliable data services include daily, weekly, and monthly equity and fixed income fund flows and monthly fund allocations by country, sector, and industry to provide clients with a comprehensive understanding of where money is going and why. EPFR also offers several bespoke datasets that include China Share Class Allocations and Stock Flows. EPFR collects financial markets data from thousands of sources around the world, including fund managers and administrators, which undergo robust quality control before being distributed to clients. The data’s breadth and frequency provide clients with an in-depth understanding of portfolio manager and investor sentiment towards asset classes, and the degree to which various factors impact developed, frontier and emerging markets. One major factor currently shaping the financial market is a focus on socially responsible (SRI) and environmental, social, and governance (ESG) criteria goals. Cameron Brandt, EPFR’s Director of Research, says, “For many investors, their stake in mutual or exchange traded funds (ETFs) with SRI or ESG mandates constitutes their only financial point of contact with the actual business of sustainable change. But connecting the dots between putting money in a fund and positive developments in the ESG space is not easy. “EPFR’s increasingly granular flows and allocations data, and the work the company has put into enhancing its stock level datasets, along with customised reports and proof of concepts developed by the research team, give investors and the fund managers they entrust their money to a range of tools for making these connections.” Over the past year, EPFR has set the standard by adjusting and enhancing its Stock Flows database to provide clients with a complete view of how flows from ESG funds influence companies’ investment decisions. Factors such as climate change, natural resources, solar power, renewable energy, and net zero all play a role in shaping SRI/ESG investments globally. Through extensive data analysis and the creation of custom groups of specific EPFR-tracked funds, EPFR has established an effective means of tracking flows into more niche and thematic fund groups. From Solar Funds and Climate Change Funds to Green Bond Funds, EPFR has adopted a tailored approach to navigating the complex SRI/ESG financial landscape. Cameron Brandt says, “In the SRI/ESG context, in addition to the windows opened by EPFR’s enhanced stock-level offerings, the company has stepped up its efforts to educate and inform both clients and non-clients about this theme, its challenges within the fund universe, and trends that are emerging from EPFR’s data. A good example is the joint podcast with Trillium Asset Management in August 2023. The podcast looked at communication issues, the focus on the E part of ESG rather than SRI/ ESG, the absence of data that frames social issues and investment decisions, and the tendency on the part of ESG investors to think that the issues are static when, in fact, it’s a very rapidly moving environment.” Moving forward, EPFR is committed to continually evolving its services to provide insights in a more efficient way. Its Product and Analytics team is currently leveraging feedback to develop interactive dashboards that focus on specific persona workflows and provide clients with more accessible information. This year, EPFR plans to launch dashboards to address the requirements of its sell-side and discretionary buy-side clients. The business will also focus on establishing more strategic partnerships to expand its distribution footprint, achieve better data comprehension, drive the creation of factors and signals, and incorporate valuable data sources. Contact: Todd Willits, CEO Company: EPFR Inc. Web Address: https://epfr.com/ Apr24203 Established in 1995, EPFR provides fund flows and asset allocation data to help financial institutions make informed decisions based on proven facts. Its market-moving data services analyse market trends, investor settlement, liquidity, risk signals, and corporate actions to provide clients with the knowledge of where money is moving and why. Recognised in this year’s Ethical Finance Awards, EPFR offers clients a complete overview of institutional and retail investor flows and fund manager allocations driving global markets.
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