Investment Firm Definition
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Navigation (Where is)
Data availability
100

These are firms managing "traditional" portfolios of stocks and bonds on behalf of either their individual investors or large "asset owners" such as pension funds, foundations, or endowments. 

What is a Traditional Investment Manager?

100

An analyst wants to see which industries and geographies GV (IQ54497244) specializes in. 

Where is Direct Investment Criteria widget?

100

Industry classification of an Investment Firm Profile.

What is Asset Management and Custody Banks?

200

These are investment firms that use "non-traditional" methods of investing with the goal of achieving high returns.

What are Hedge Fund Managers?

200

An analyst wants to understand GV's (IQ54497244) current portfolio construction, including the number of current and pending direct investments and the industries and geographies that these investments span.

Where is Direct Investments page?

200

Business description of an Investment Firm.

What are Color Notes?

300

These are institutions that manage investments for foundations such as Universities, Educational Institutions, Religious Institutions, Art Institutions, etc.  

What are Endowment Fund Sponsors?

300

An analyst wants to see which firms have most frequently jointly invested in the same portfolio companies with GV (IQ54497244).

Where is Co-Investors page?

300

Perspective of the Public Holdings page.

What is the Shareholder's perspective?

400

It is an investment manager that designs, negotiates, and normally helps to administer an occupational pension plan to pay the pension benefits to its existing and retired workers

What is a Pension Plan Sponsor?

400

An analyst wants to see all of the funds that Third Point LLC (IQ8960069) has launched.

Where is Funds/Partnerships page?

400

These are wealthy individuals or institutions who invest in private equity funds to earn profits. They don’t manage the fund and are only liable for the amount they invested, not for any additional losses or legal issues the fund might face. 

What are Limited Partners?

500

These firms provide working capital to a target company to nurture expansion, new product development, or restructuring of the company's operations, management, or ownership.

What are Private Equity/Venture Capital firms?

500

An analyst wants to see the sector allocation of Third Point LLC (IQ8960069) positions and their biggest new positions in the latest quarter.

Where is the Positions table in the Public Holdings page?

500

Total Launched Campaigns of Activist Investors in Third Point LLC (IQ8960069).

How much is 45?