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

原始信息汇总

PEI Institutional Allocation Intelligence sample 数据集概述

数据集基本信息

• 数据集名称: PEI Institutional Allocation Intelligence sample
• 提供商: PEI Group
• 访问类型: 免费试用 (Free to try)
• 数据更新频率: 月度 (Monthly)
• 地理覆盖范围: 全球 (Global)
• 主要类别: 金融 (Financial), 市场分析 (Market Analysis)

数据集描述

此数据集是 PEI Institutional Allocation Intelligence 的免费样本。完整的生产数据集提供了机构投资者在私募市场资产类别和策略中如何配置资本的结构化视图。

核心价值与用途

• 帮助用户了解哪些投资者正在增加或减少对特定行业的敞口，以及配置策略如何随时间演变。
• 将配置数据与投资者档案和关注点摘要联系起来，允许对私募市场的投资者行为进行更丰富的分析。

主要适用对象

• 筹资者：识别与其战略一致的投资者。
• 顾问：分析配置者的投资组合构建。
• 战略团队：监控机构需求的变化。

主要用例

• 理解配置者战略和投资组合构建。
• 按资产类别识别投资者需求。
• 支持筹资战略制定。
• 分析随时间变化的配置趋势。

数据结构与内容

此样本允许用户探索模式结构，并评估 PEI 配置数据如何与其工作流程集成。

核心表

• institution_asset_class_allocation
• institution_assets_under_management
• institution_focus_summary
• institution

数据字典（以 institution_asset_class_allocation 表为例）

列名:

• institution_id
• institution_type_id
• institution_type_name
• investment_id
• latest_aum_usd
• latest_aum_local_currency
• latest_aum_currency
• latest_aum_date
• asset_class_id
• asset_class_name
• allocation_date
• portfolio_allocation_date
• current_allocation_amount_currency
• current_allocation_percentage
• target_allocation_percentage
• current_allocation_amount_usd
• current_allocation_amount_local_currency
• target_allocation_amount_usd
• target_allocation_amount_local_currency
• is_under_allocated
• is_over_allocated
• is_at_allocation

完整数据集涵盖的资产类别

完整的生产数据集也可根据要求按资产类别提供，包括：

• 私募股权 (private equity)
• 基础设施 (infrastructure)
• 私募债 (private debt)
• 私募房地产 (private real estate)
• 二手份额 (secondaries)

技术支持与联系

• 销售与支持联系方式: [e-mail]
• 云区域可用性: 支持 AWS 多个区域（如非洲开普敦、亚太雅加达、亚太孟买等）。

关于提供商

PEI Group 是私募股权、房地产、基础设施、私募信贷、二手份额、风险投资和责任投资等领域领先的私募市场情报来源。为 35,000 多家基金管理人、投资者、服务提供商和顾问所信赖。