What is an Institutional Investor?
An institutional investor is a nonbank person or organization that trades securities in large enough share quantities or dollar amounts that it qualifies for preferential treatment and lower commissions. Institutional investors face fewer protective regulations because it is assumed they are more knowledgeable and better able to protect themselves. There are generally six types of institutional investors: endowment funds, commercial banks, mutual funds, hedge funds, pension funds and insurance companies. Because institutions are the largest force behind supply and demand in securities markets, they perform the majority of trades on major exchanges and greatly influence the prices of securities. For this reason, retail investors often research institutional investors’ regulatory filings with the Securities and Exchange Commission (SEC) to determine which securities the retail investors should buy personally. Retail investors typically do not invest in the same securities as institutional investors to avoid paying higher prices for the securities.
Client Relations & Services
With a diversified institutional clientele base covering pension houses, financial & educational institutions, foundations and endowments, insurance providers, governments, corporations and other third party asset managers globally, our Institutional Client Relations & Services team provides:
- Dedicated client servicing at institutional level
- Assigned Client Relations Manager to handle your account
- Periodical performance review together with the Portfolio Manager
- Efficient and prompt reporting of your investment portfolio prepared by a dedicated Institutional Operations team on:
- Portfolio Valuation Report
- Income Statement
- Trade Confirmation
For our institutional client’s needs & satisfaction, we have upgraded our reporting system and invested in pioneering technology to ensure our client servicing & reporting is top notch at regional standards.