September 24, 2017 4:46 AM ET

Professional Services

Company Overview of Emerging Portfolio Fund Research, Inc.

Company Overview

Emerging Portfolio Fund Research, Inc., through its Web interface, provides fund flows and asset allocation data to financial institutions around the world. Its market moving data services include daily, weekly, and monthly equity and fixed income fund flows and monthly fund allocations by country, sector, and security. The company serves sell and buy side, government/media, and academic sectors through sales representatives in Boston, Denver, Hong Kong, Korea, and Singapore. Emerging Portfolio Fund Research, Inc. was formerly known as Global Investor Publishing, Inc. and changed its name on January 16, 2004. The company was founded in 1995 and is based in Cambridge, Massachusetts. Emerging ...

80 Sherman Street

Cambridge, MA 02140

United States

Founded in 1995

Phone:

617-864-4999

Key Executives for Emerging Portfolio Fund Research, Inc.

Co-Founder and Managing Director
Co-Founder and Managing Director
Managing Director of Fund Data
Managing Director of Sales
Compensation as of Fiscal Year 2017.

Emerging Portfolio Fund Research, Inc. Key Developments

EPFR Global Announces the Launch of EPFR Stock Flows and Stock Allocations Data Sets

EPFR Global announced the launch of the EPFR Stock Flows and Stock Allocations data sets. 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. 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. 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 against mutual fund. The data set tracks more than $4 trillion in global equity assets, including $2.7 trillion from mutual funds.

Emerging Portfolio Fund Research, Inc. Presents at CFA Institute European Investment Conference 2016, Nov-08-2016 10:00 AM

Emerging Portfolio Fund Research, Inc. Presents at CFA Institute European Investment Conference 2016, Nov-08-2016 10:00 AM. Venue: Hotel Okura, Amsterdam, (None), Netherlands. Speakers: Adam Longenecker, Director of Quantitative Research.

Emerging Portfolio Fund Research, Inc. Presents at FundForum Asia - Asian Investment Management Conference, Apr-18-2016 through Apr-21-2016

Emerging Portfolio Fund Research, Inc. Presents at FundForum Asia - Asian Investment Management Conference, Apr-18-2016 through Apr-21-2016. Venue: JW Marriott Hotel, Hong Kong, Hong Kong. Presentation Date & Speakers: Apr-18-2016, Adam Longenecker, Director of Quantitative Research. Apr-21-2016, Adam Longenecker, Director of Quantitative Research.

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