Taxonomy
A large collection of terms organized by categories, including concepts, frameworks, and strategies in a hierarchical way
Categories
Allocator Type
Advisors and intermediaries allocate or influence allocations on behalf of clients (e.g., RIAs, consultants, platforms, fund-of-funds), often aggregating demand and running manager selection processes.
Institutional LPs are long-horizon allocators (e.g., foundations, endowments, pensions, insurers) that deploy capital through formal governance, policy portfolios, and structured manager due diligence.
Family offices and UHNW allocators deploying private-market capital through flexible mandates, concentrated decision-making, and relationship-driven diligence.
Sovereign and government allocators (e.g., sovereign wealth funds and state-backed investment entities) deploy strategic, long-duration capital with policy, national, or intergenerational objectives.
Asset Class
Liquid alternative strategies across macro, equity long/short, relative value, and systematic trading—typically with higher turnover and risk controls.
Private Markets are illiquid investments accessed through private fund structures (e.g., private equity, venture capital, private credit) where returns are driven by manager selection, deal execution, and multi-year holding periods.
Listed equities and fixed income exposures accessed through public securities, ETFs, and mandates tied to liquid markets.
Real Assets are investments backed by physical or hard assets (e.g., real estate, infrastructure, natural resources) with returns driven by cash flows, inflation sensitivity, and asset-level fundamentals.
Company types
Advisory firms supporting allocators or managers on strategy, diligence, portfolio construction, or manager selection.
Platforms and firms providing investor intelligence, analytics, and market data.
Firms that raise and manage investment vehicles (VC, PE, credit, hedge funds, real assets).
Advisory firms supporting allocators or managers on strategy, diligence, portfolio construction, or manager selection.
Operational and compliance providers supporting fund structures and reporting (administration, audit, legal, tax).