Country Allocations
How much of their portfolios are fund managers allocating to countries and regions?
- Over $3 trillion in assets; as reported data
- Monthly (T+23)
- Delivery via web interface, email, FTP
- Excel, text, csv formats
- Aggregate, Manager, Fund levels
Sector Allocations
How much of their portfolios are fund managers allocating to various sectors as a whole?
- Over $7 trillion in assets; as reported data
- Monthly (T+26)
- Delivery via web interface, email, FTP
- Excel, text, csv formats
- Aggregate, Manager, Fund levels
Industry Allocations
How much of their portfolios are fund managers allocating to various industries as a whole?
- Over $5 trillion in assets; as reported data
- Monthly (T+23)
- Delivery via web interface, email, FTP
- Excel, text, csv formats
- Aggregate, Manager, Fund levels
Stock Allocations
How much of their portfolios are fund managers allocating to individual securities globally?
- Over $7 trillion in assets; as reported data
- Monthly (T+26)
- Flat files; delivery via FTP only
- Aggregate level
New – Quantiative Stock Factors
11 forward-looking stock flow factors that combine fund level flows and stock level allocations.
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New - FX Allocations
Monthly currency exposure of mutual funds and ETFs
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New – China Ashare Allocations
The dataset provides unique insight into investor sentiment towards China stocks and their price impact, allowing investors to make smarter investment decisions.
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