Key facts for Investment Professionals
Coverage metric
Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 1997
Coverage count:
Legal entities - 241000 Organisations/People
Asset Class
Closed-End Funds, Bonds, Depository Receipts, Ordinary Shares, Exchange-Traded Funds (AssetClass) (1), Depositary Shares, Insurance Funds, Equities, Funds, Hedge Funds (AssetClass) (1), Preference Shares, Units, Fixed Income, Participation Shares, Rights, Pension Funds
Delivery metadata
Data Frequency
Continuous
Language
English
Delivery methods:
Excel, Deployed/Onsite Servers, API, Web Service, Cloud, Desktop, FTP, Bulk, Snowflake, Website, RSS Feed
Data formats:
PDF, GZIP, XML, JSON, CSV, SQL, Text, Python, HTML, Bitmap, MPEG, User Interface, PCAP
Minimum service frequency
Continuous
Overview of Investment Professionals
RELATIONSHIP INTELLIGENCE
People Behind Institutional Ownership
- Connects ownership activity with people and firms behind investment decisions.
- Maps expertise, coverage duties and decision-making influence.
- Supports relationship management, targeting, and research workflows.
SOURCING AND GOVERNANCE
Accurate self-sourced data ensures integrity
- Sourced from public websites, regulatory filings and direct firm engagement.
- Continual updates and verification ensure accuracy and timeliness.
- Strict adherence to data privacy regulations ensures robust data governance.
INVESTMENT PROFESSIONAL PROFILES
Identify investment decision-makers
- Covers 241,000 investment professionals at 46,000 firms and securities houses across 70 countries.
- Captures job title, role, contact details, job history and specialisms.
- Includes portfolio managers, CIOs, security and ESG analysts.
Description of the dataset
- Covering more than 70 countries, LSEG's Investment Professionals data identifies key investment decision-makers at global investment firms and securities houses. We provide details on more than 241,000 professionals to help clients understand who manages assets and influences market activity.
- We capture professional attributes including job title, job role, contact details, employment history and industry specialties. Our profiles help clients map expertise, coverage responsibilities and decision-making influence across buy-side and sell-side organisations.
- LSEG sources this information from public websites, regulatory filings and direct engagement with investment firms and securities houses. We apply disciplined data collection practices while maintaining strict adherence to data privacy requirements.
- Our Investment Professionals content supports relationship management, market intelligence, sales targeting and institutional research workflows. We help clients connect ownership activity with the people and firms behind investment decisions.
Accessing the dataset
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