PEI Institutional Allocation Intelligence sample

This is a free sample of PEI Institutional Allocation Intelligence. The full production dataset provides a structured view of how institutional investors allocate capital across private markets asset classes and strategies.

It helps users understand which investors are increasing or reducing exposure to specific sectors and how allocation strategies evolve over time.

It is particularly useful for:

- **Fundraisers identifying investors aligned with their strategy**
- **Consultants analyzing allocator portfolio construction**
- **Strategy teams monitoring shifts in institutional demand**

The dataset links allocation data with investor profiles and focus summaries, allowing richer analysis of investor behavior across private markets.

**Primary use cases include:**

- Understanding allocator strategy and portfolio construction
- Identifying investor demand by asset class
- Supporting fundraising strategy development
- Analyzing allocation trends over time

This sample allows users to explore the schema structure and evaluate how PEI allocation data integrates with their workflows.

The full production dataset can also be delivered by asset class on request, including:

- private equity
- infrastructure
- private debt
- private real estate
- secondaries

Core tables

- institution_asset_class_allocation
- institution_assets_under_management
- institution_focus_summary
- institution