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All investors

All Investors: An international database of funds and institutions. More than 40,000 funds and 50,000 records from the Buy and Sell-Side reported here.

Parent: The parent group is a legal entity and "branding" which has a controlling interest in its subsidiary investors.

Organisation: Buy-and Sell-side institutions and other organizations (Retail Investors, Non-institutional Investors, Family offices, Stakeholders..).

Money Center: It refers to an Investment Center (city + country) in which the investor is headquartered. A major economic Center or metropolitan area where a significant number of institutions are located. Typically encompasses a major city and surrounding towns.

Buy-Side: Buy-Side is a term used in finance to refer to institutions concerned with buying, rather than selling, securities. Mutual funds, unit trusts, hedge funds, pension funds, and proprietary trading desks are the most common types of buy side agencies.

The split between the Buy and Sell sides should be viewed from the perspective of securities exchange services. The investing community must use those services to trade securities. The Buy Side are the buyers of those services; The Sell Side, also called Prime Brokers, are the sellers of those services.

  • Additional Tips:

    Buy-Side are often casually referred to as Investors.
    Shareholders will (almost) always be Buy-Side.
    Institutions with Assets Under Management will (almost) always be Buy-Side.
    Buy-Side Contacts engaging with IR and Management are mostly either Buy-Side- Portfolio Manager (aka fund managers) or Buy-Side-Analyst. Often, the distinction is not obvious, in which case defaulting the Function to Buy-Side is recommended.

Sell-Side:
Sell-Side is a term used in the financial services industry. It is a general term that indicates a firm that sells investment services to asset management firms, typically referred to as the buy side, or corporate entities. These services encompass a broad range of activities, including broking/dealing, investment banking, advisory functions, and investment research.

Sell-Side firms are intermediaries whose task is to sell securities to investors (usually the Buy-Side i.e. investing institutions such as mutual funds, pension funds and insurance firms).

Sell-Side firms employ research analysts, traders and salespeople who collectively strive to generate ideas and execute trades for Buy side firms, enticing them to do business. Part of the research analyst's job includes publishing research reports on public companies, these reports analyse their business and provide recommendations on the purchase or sale of the stock.

  • Additional Tips for IR admins:

    Sell-Side are often casually referred to as Brokers.
    Analysts issuing research reports, recommendations and earnings estimates on your Company are Sell-Side-Analysts.
    Besides analysts, there is a wide range of Sell-Side Contacts engaging with IR and Management, from investment bankers to sales analysts and corporate access teams. Many of these are not directly relevant as an Investor Relations audience but their function is to help the Company access and interact with the Capital Markets at various levels.
    Often, the Function of Sell-Side Contacts is not obvious, in which case defaulting the Function to Sell-Side is recommended.

Country/Geography Coverage: An information to know where (in which countries) the investor is investing.

Investment Style: Investment Strategy.

  • Yield: Yield investors are sensitive to a high dividend yield: with yields level very high=short term investment.
  • Index: Automatic investment like passive/quantitative=impersonal, block automated investing.
  • ARP: Growth at reasonable price, investors who want to increase their growth but not at a premium price=long term investment.
  • Value: The investors who invest in undervalued companies, the targeting of underrepresented stocks.
  • Growth: Potential to invest, investors want to increase their growth on a long-term basis=long term investment=good to invest. Investors invest in companies with quite good potential.
  • Deep value: The investors invest in companies with very low valuations, very underrepresented stocks.
  • Aggressive growth: Investors invest in companies that have very high revenue. Investors have a higher portfolio turnover than other styles of investors=shot-term investment.

Target Rating: Every Organisation (Institution or Fund) is assigned one of the following target ratings:

Peer holder/Shareholder/Overweight/Equal weight/Underweight.

  • Overweight: The holdings in your company are higher than the ones in your peers.
  • Underweight: The holdings in your company are less important than the ones in your peers.
  • Equal weight: The same level of holdings.
  • Peer holder: The investor is investing only in your peer group and NOT in your company.
  • Shareholder:The investor is investing only in your company, not in your peer group.

    No rating means the institution has no known holdings in your company or its peer group.

Turnover: A measure of how frequently assets within a fund are bought and sold by the managers. Portfolio turnover is calculated by taking either the total amount of new securities purchased or the amount of securities sold-whichever is less-over a particular period, divided by the total Net Asset Value (NAV) of the fund. The measurement is usually reported for a 12-month time period.

Very high: It means that the investor is investing at a short-term.

Very low: It means that the investor is investing at a long-term.

Non-Institutional Investors: Retail Investors, Family Offices, High Net Worth Individuals, Stakeholders...

Sustainability rating : Sustainability Rating is a measure of how well the portfolio holdings are managing their ESG Risk relative to the portfolio’s Global Category peer group. Higher ratings are better and indicate that an investment has, on average, more of its assets invested in companies that have lower ESG risk as characterized by Sustainalytics.

Sustainability score : Historical Sustainability Score is a weighted average of the trailing 12 months of Morningstar Portfolio Sustainability Scores. Historical portfolio scores are not equal-weighted; rather, more-recent portfolios are weighted more heavily than older portfolios. Based on their Morningstar Historical Sustainability Score, investments are assigned absolute category and percent ranks within their Morningstar Global Categories.