institutional investor
Large-scale fund manager
An institutional investor is an organization that invests large sums of money on behalf of others—pension funds, mutual funds, insurance companies, endowments, hedge funds.
These entities move enough capital to influence markets and often receive preferential treatment in stock offerings.
Institutional investors now hold the majority of shares in most public companies.
Contrasted with retail investors, who are individuals investing their own money.
Overseeing investment holdings strategically
- asset allocationDistributing investments strategically
- proxy votingEntrusting your ballot elsewhere
- due diligencePre-transaction reasonable care
- risk assessmentEvaluating likelihood of harm
capital allocation · underwriting · short selling · arbitrage · rebalancing · hedging · diversification · shareholder activism
Pooled retirement investment
- mutual fundPooled, managed investment vehicle
- hedge fundPrivate investment partnership
- insurance companyEntity selling risk protection
- endowmentPermanent donated fund
foundation · bank · asset manager · private equity firm · venture capital firm · REIT · brokerage · custodian
Obligation to act loyally
- trusteesThose holding assets for others
- proxy votingEntrusting your ballot elsewhere
- shareholder meetingsGatherings of equity owners
- stewardshipResponsible care of entrusted things
Ownership stakes in corporations
- bondsTies that unite
- derivativesThings derived from another
- commoditiesTradeable raw materials
- futuresContracts for future delivery
options · securities · fixed income · real estate · corporate debt · exchange-traded funds
Consistent economic conditions
- lobbyingAdvocating to decision-makers
- activismDirect effort for reform
- voting powerElectoral influence strength
Savings for post-career life
- beneficiariesThose who receive advantages
- annuitiesPeriodic fixed payments
- defined benefitPredetermined retirement payment arrangement
- 401(k)Tax-advantaged retirement savings account
superannuation · actuary · vesting · pensioner · COLA
portfolio management
Overseeing investment holdings strategically
- asset allocationDistributing investments strategically
- proxy votingEntrusting your ballot elsewhere
- due diligencePre-transaction reasonable care
risk assessment · capital allocation · underwriting · short selling · arbitrage · rebalancing · hedging · diversification · shareholder activism
pension fund
Pooled retirement investment
- mutual fundPooled, managed investment vehicle
- hedge fundPrivate investment partnership
- insurance companyEntity selling risk protection
endowment · foundation · bank · asset manager · private equity firm · venture capital firm · REIT · brokerage · custodian · credit union
fiduciary duty
Obligation to act loyally
- trusteesThose holding assets for others
- proxy votingEntrusting your ballot elsewhere
- shareholder meetingsGatherings of equity owners
equities
Ownership stakes in corporations
- bondsTies that unite
- derivativesThings derived from another
- commoditiesTradeable raw materials
futures · options · securities · fixed income · real estate · corporate debt · exchange-traded funds
market stability
Consistent economic conditions
- lobbyingAdvocating to decision-makers
- activismDirect effort for reform
- voting powerElectoral influence strength
retirement funds
Savings for post-career life
- beneficiariesThose who receive advantages
- annuitiesPeriodic fixed payments
- defined benefitPredetermined retirement payment arrangement
401(k) · superannuation · actuary · vesting · pensioner · COLA
- investorsventure capitalist, shareholders, stockholders, stakeholder, shareholder
- market participantsbuyer, seller, vendor, supplier, consumer
- stakeholdersshareholder, stockholder, owner, customer, client
- startup fundingseed round, venture capital, seed funding, Series A, VC
- financial account holdersdepositor, shareholder, bondholder, policyholder, stockholder
- investment fundsmutual funds, mutual fund, hedge funds, index fund, index funds
institutional investorretail investor
Nonprofessional who trades securities
institutional, investor, institution, invest, institute, instituting, instituted, institutes, institutions