By definition, institutional investors are those whose capital investments are so large or so frequent that a professional business operation is necessary. The distinction here is made from private investors, who manage and invest their capital themselves. Furthermore, institutional investors are legal entities and not consumers. These usually organize themselves through so-called capital collection agencies. It is a collective term for institutions where deposits are made on a considerable scale (usually at least in the double-digit million range) or whose business activity is associated with appearing primarily on the money and capital markets with the capital raised.
Capital collection agencies may have a deposit obligation as background, e.g. in the case of professional pension schemes and pension funds where money is invested professionally. An important distinguishing feature from family offices is that money from third parties is used, no private assets or entrepreneurial generated capital. A special form is represented by family offices that have become institutionalized; these operate on the market almost like institutions, but this relates primarily to the type, scope and lot sizes of the investments, including the organizational structure. An example of this would be a single family office (SFO) with 100 employees that invests €5 billion annually in a broadly diversified manner and often even has a banking license.
The investment objectives of institutional investors always revolve around the magic triangle of asset management: return, security (risk) and liquidity. While family offices and UHNWI private investors are free in their investment strategy and approach, institutional investors are strictly regulated. This happens in the EU and Germany mainly through the Insurance Supervision Act (VAG) or especially the Capital Investment Code (KAB) based on the UCITS directives of the EU, supervised by BaFin.
Regulatory investment restrictions exist, which can vary depending on the type of investor. Investment companies, capital investment companies and hedge funds may only invest their capital according to the principle of risk diversification, whereas insurance companies and pension funds invest their assets according to the principle of entrepreneurial prudence.
Our focus is primarily on the real estate sector.
The world of institutional investors is international and sometimes fluid. English and German terms are often used, which can mean the same thing in terms of content, but which can be based on completely different legal and tax backgrounds, such as a German non-profit foundation or a US trust.
Below you will find a list of the most common globally operating institutional trusts:
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If you are looking for contacts or precise information on the different institutional investors, this has the following advantages for you, for example:
Depending on your goals and benefits, our information can open doors, enable lucrative business, provide know-how and build multi-million dollar investments, as well as long-term business relevance.
Below you will find some practical examples:
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