Institutional-investor data

Overview

An institutional-investor record describes an allocator and available professional, fund, allocation and commitment context.

Field groups

Identity
People
Investment context
Allocation context
Commitment context

Field reference

SOURCE_DEPENDENT describes availability; access is a separate product/rights boundary. Null means unknown, not false or zero.

Field	Type	Availability	Access	Description
Organization name (institutional-investor.name)	string · 0..1	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	The name on the organization research record.
Organization type (institutional-investor.organization_type)	string · 0..1	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Recorded allocator or institutional organization type.
Website (institutional-investor.website)	string · 0..1	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Recorded organization website.
Location (institutional-investor.location)	string · 0..1	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Recorded geographic or headquarters context.
Description (institutional-investor.description)	string · 0..1	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Source-dependent organization description.
Relevant people (institutional-investor.people)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Recorded professionals and their organization roles.
Recorded preferences (institutional-investor.preferences)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Available investment strategy, sector or geography preferences.
Declared mandates (institutional-investor.declared_mandates)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Organization-supplied strategy and mandate context where present.
Recorded investment context (institutional-investor.investments)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Available company or investment relationships associated with the organization.
Fund context (institutional-investor.funds)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Related fund or manager context where recorded.
Allocations (institutional-investor.allocations)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Available asset-class allocation entries with recorded current and target percentages.
Commitments and reported positions (institutional-investor.commitments)	object[] · 0..many	SOURCE_DEPENDENT	GLOBAL_INVESTOR_INTELLIGENCE	Available allocator-to-fund record references.

Organization name

Field ID: institutional-investor.name. Group: Identity. The name on the organization research record. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Similar names or shared domains do not establish that two organizations are the same entity.

Organization type

Field ID: institutional-investor.organization_type. Group: Identity. Recorded allocator or institutional organization type. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Classification does not establish current investment appetite or a complete legal structure.

Website

Field ID: institutional-investor.website. Group: Identity. Recorded organization website. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not proof of legal identity, jurisdiction or an investment mandate.

Location

Field ID: institutional-investor.location. Group: Identity. Recorded geographic or headquarters context. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not a complete operating-location list or a jurisdictional guarantee.

Description

Field ID: institutional-investor.description. Group: Identity. Source-dependent organization description. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Family wealth, individual wealth and organizational assets are different populations; do not equate them.

Relevant people

Field ID: institutional-investor.people. Group: People. Recorded professionals and their organization roles. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: No complete contact coverage, verified principal linkage or decision-making authority is implied.

Recorded preferences

Field ID: institutional-investor.preferences. Group: Investment context. Available investment strategy, sector or geography preferences. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Preferences may be incomplete or historical; they are not a current allocation decision.

Declared mandates

Field ID: institutional-investor.declared_mandates. Group: Investment context. Organization-supplied strategy and mandate context where present. Evidence / dates: Use the recorded firm confirmation date only when supplied; undated declarations are not newly verified. Limitation: A defaulted status must not be presented as organization-stated. A stated status is not independently verified current appetite. Confirmation is optional and date-specific.

Recorded investment context

Field ID: institutional-investor.investments. Group: Investment context. Available company or investment relationships associated with the organization. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: A disclosed investment does not establish a current holding or future willingness to invest.

Fund context

Field ID: institutional-investor.funds. Group: Investment context. Related fund or manager context where recorded. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Fund, manager and allocator are separate entities. A fund link is not automatically a commitment.

Allocations

Field ID: institutional-investor.allocations. Group: Allocation context. Available asset-class allocation entries with recorded current and target percentages. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Allocation weights are not commitments, mandates or current appetite. A display-default percentage is not a sourced zero; derived dollar values are excluded.

Commitments and reported positions

Field ID: institutional-investor.commitments. Group: Commitment context. Available allocator-to-fund record references. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Original commitments and reported positions must retain their own meaning; coverage is not exhaustive.

Relationships to other entities

An allocator can be associated with fund commitments or reported positions and with a distinct fund manager. An allocation describes a portfolio weight or target. A commitment records a specific obligation or a separately labeled position. A declared mandate is a source statement. None alone establishes current appetite.

institutional-investor

Fictional request brief, entities, sources, values and dates. This is a documentation example, not a live HTTP response or customer result. Missing dates remain null.

Current availability: Reviewed bounded request. Execution: Manual / scoped. Automated invocation: Not currently available. API endpoint: None. MCP execution: None.

Input
Result
Evidence

A research brief for human scope review, not an API payload.

{
  "organization": "Example Alder Pension Trust",
  "objective": "The example report records allocation percentages and a fund position. Neither is a new commitment or a statement of current appetite.",
  "intended_use": "Research preparation"
}

{
  "task_type": "organization-research",
  "status": "supported_with_unknowns",
  "entity": null,
  "subject": {
    "entity_type": "institutional-investor",
    "name": "Example Alder Pension Trust",
    "website": "https://example.com/fictional/institutional-investor",
    "research_scope": null
  },
  "as_of": null,
  "result": {
    "summary": "The example report records allocation percentages and a fund position. Neither is a new commitment or a statement of current appetite.",
    "company": null,
    "criteria": [],
    "sections": [
      {
        "entity_type": "institutional-investor",
        "data": {
          "name": "Example Alder Pension Trust",
          "organization_type": "Pension fund",
          "website": "https://example.com/fictional/institutional-investor",
          "location": "United Kingdom",
          "description": "Fictional institutional allocator research record.",
          "people": null,
          "preferences": [
            {
              "dimension": "Asset class",
              "value": "Private equity"
            }
          ],
          "declared_mandates": null,
          "investments": null,
          "funds": null,
          "allocations": [
            {
              "asset_class": "Private equity",
              "current_percent": 8,
              "target_percent": 10
            }
          ],
          "commitments": [
            {
              "name": "Example Fund I",
              "entity_type": "fund",
              "role": "Reported position"
            }
          ]
        }
      },
      {
        "entity_type": "commitment",
        "data": {
          "allocator": "Example Alder Pension Trust",
          "fund": "Example Fund I",
          "manager": "Example Manager",
          "record_kind": "reported_position",
          "amount": 5000000,
          "currency": "GBP",
          "commitment_date": null,
          "reporting_year": 2025
        }
      }
    ]
  },
  "evidence": [
    {
      "field": "result.sections.0.data.name",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.organization_type",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.website",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.location",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.description",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.preferences",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.allocations",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this allocations entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.commitments",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this commitments entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.allocator",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this allocator entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.fund",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this fund entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.manager",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this manager entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.record_kind",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this record kind entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.amount",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this amount entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.currency",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this currency entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.reporting_year",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this reporting year entry. It does not establish current appetite or verification."
    }
  ],
  "unknowns": [
    "Original commitment date",
    "Current mandate"
  ],
  "limitations": [
    "Every entity, source, date and value in this example is fictional. No real customer result or live task execution is shown.",
    "Available facts and result use remain subject to source rights, the agreed purpose and manual review."
  ],
  "rights": {
    "scope": "A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.",
    "raw_graph_access": false,
    "bulk_export": false,
    "graph_redistribution": false
  }
}

Each field path identifies the particular value supported by the source note.

Field path	Illustrated value	Source type	Basis
result.sections.0.data.name	”Example Alder Pension Trust”	public_reporting	The fictional source supplies this name entry. It does not establish current appetite or verification.
result.sections.0.data.organization_type	”Pension fund”	public_reporting	The fictional source supplies this organization type entry. It does not establish current appetite or verification.
result.sections.0.data.website	”https://example.com/fictional/institutional-investor”	public_reporting	The fictional source supplies this website entry. It does not establish current appetite or verification.
result.sections.0.data.location	”United Kingdom”	public_reporting	The fictional source supplies this location entry. It does not establish current appetite or verification.
result.sections.0.data.description	”Fictional institutional allocator research record.”	public_reporting	The fictional source supplies this description entry. It does not establish current appetite or verification.
result.sections.0.data.preferences	[{“dimension”:“Asset class”,“value”:“Private equity”}]	public_reporting	The fictional source supplies this preferences entry. It does not establish current appetite or verification.
result.sections.0.data.allocations	[{“asset_class”:“Private equity”,“current_percent”:8,“target_percent”:10}]	public_reporting	The fictional source supplies this allocations entry. It does not establish current appetite or verification.
result.sections.0.data.commitments	[{“name”:“Example Fund I”,“entity_type”:“fund”,“role”:“Reported position”}]	public_reporting	The fictional source supplies this commitments entry. It does not establish current appetite or verification.
result.sections.1.data.allocator	”Example Alder Pension Trust”	public_reporting	The fictional source supplies this allocator entry. It does not establish current appetite or verification.
result.sections.1.data.fund	”Example Fund I”	public_reporting	The fictional source supplies this fund entry. It does not establish current appetite or verification.
result.sections.1.data.manager	”Example Manager”	public_reporting	The fictional source supplies this manager entry. It does not establish current appetite or verification.
result.sections.1.data.record_kind	”reported_position”	public_reporting	The fictional source supplies this record kind entry. It does not establish current appetite or verification.
result.sections.1.data.amount	5000000	public_reporting	The fictional source supplies this amount entry. It does not establish current appetite or verification.
result.sections.1.data.currency	”GBP”	public_reporting	The fictional source supplies this currency entry. It does not establish current appetite or verification.
result.sections.1.data.reporting_year	2025	public_reporting	The fictional source supplies this reporting year entry. It does not establish current appetite or verification.

[
  {
    "field": "result.sections.0.data.name",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.organization_type",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.website",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.location",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.description",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.preferences",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.allocations",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this allocations entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.commitments",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this commitments entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.allocator",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this allocator entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.fund",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this fund entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.manager",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this manager entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.record_kind",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this record kind entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.amount",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this amount entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.currency",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this currency entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.reporting_year",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this reporting year entry. It does not establish current appetite or verification."
  }
]

Evidence / dates

Supporting evidence attaches to a specific field. Missing publication, capture, observation and verification dates remain unknown. Subscription views do not expose every source URL or date. Read evidence and date semantics.

What may be unknown

Preferences and declarations may be historical or incomplete. A defaulted status is not an organization statement. Derived dollar allocation values, complete commitment coverage and universally exposed source citations are not promised.

Access & rights

Access scope: GLOBAL_INVESTOR_INTELLIGENCE. Field descriptions are public; premium records remain permissioned. A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.

Getting started

Data

Tasks

Results

Reference

Agents

Overview

Field groups

Field reference

Organization name

Organization type

Website

Location

Description

Relevant people

Recorded preferences

Declared mandates

Recorded investment context

Fund context

Allocations

Commitments and reported positions

Relationships to other entities

institutional-investor

Evidence / dates

What may be unknown

Access & rights

​Overview

​Field groups

​Field reference

​Organization name

​Organization type

​Website

​Location

​Description

​Relevant people

​Recorded preferences

​Declared mandates

​Recorded investment context

​Fund context

​Allocations

​Commitments and reported positions

​Relationships to other entities

​institutional-investor

​Evidence / dates

​What may be unknown

​Access & rights

​Related tasks

Overview

Field groups

Field reference

Organization name

Organization type

Website

Location

Description

Relevant people

Recorded preferences

Declared mandates

Recorded investment context

Fund context

Allocations

Commitments and reported positions

Relationships to other entities

institutional-investor

Evidence / dates

What may be unknown

Access & rights

Related tasks