Term

Investor Type

InvestorType

Classification of an investor by institutional kind (pension, endowment, sovereign, insurance, family office, fund of funds, HNW individual).

Steward: Sarah Chen

Module: BE

History

Term history (prior names, aliases, deprecation status, when the definition changed) lands when the glossary_terms model carries that data. Today only created_at and updated_at exist; the other fields land alongside any future term-versioning work.