Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 1999 and based in Pennsylvania, The Institute is a Registered Investment Adviser focused on providing investment advisory services, specializing primarily in innovative solutions for the insurance industry, asset allocation, and risk management to institutional and individual investors.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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