Investor

InvestorBE

A party that contributes capital to a fund expecting financial return. Includes pensions, endowments, sovereigns, insurers, family offices, fund-of-funds, and high-net-worth individuals.

Datasets representing this concept

1 dataset

Dataset	Role	Pure
investor	primary	Pure Model ->

Pure Class

FIBO-grounded class definition for this concept: properties, multiplicities, and source-column annotations. Per-dataset Mapping and Table blocks live on each dataset's Pure Model tab.

<<Lineage.parquetBacked>>
{Lineage.parquetPath = 'out/parquet/investor.parquet', Lineage.fiboModule = 'BE', Lineage.fiboConcept = 'Investor', Lineage.datasetTitle = 'Investors'}
// Parties that have subscribed to one or more funds — institutionals (with LEI) and HNW individuals.
Class fibo::be::Investor
{
    // InvestorIdentifier: Internal surrogate key uniquely identifying an investor within this system.
    investorId : Integer[1];
    // LegalEntityIdentifier: Globally unique 20-character code (ISO 17442) assigned to a legal entity for identification in financial transactions.
    lei : String[0..1];
    // LegalName: The official registered name of a legal entity.
    name : String[1];
    // InvestorType: Classification of an investor by institutional kind (pension, endowment, sovereign, insurance, family office, fund of funds, HNW individual).
    investorType : String[1];
    // ISO3166CountryCode: Two- or three-letter code that uniquely identifies a country under ISO 3166-1.
    countryCode : String[1];
    // ValidFromDate: The date a record\'s information became effective. Together with Valid To Date and Is Current, supports point-in-time history (slowly-changing dimension).
    onboardedOn : StrictDate[1];
}