OpenIM The Open Investment Model

The model

The buy-side firm decomposed into 17 Business Domains and 171 Service Domains, with a canonical model of 86 entities. Drill into any domain, or browse the entity catalogue, the diagrams and the reference.

  • Front
  • Middle
  • Back
  • Cross-cutting
  • Commercial

Front office

BD-01

Investment Strategy & Allocation

14 service domains

 BD-02

Securities Research & Selection

8 service domains

 BD-03

Manager & Fund Investment

9 service domains

 BD-04

Direct & Co-Investment

12 service domains

 BD-05

Portfolio Management

13 service domains

 BD-06

Trading & Execution

6 service domains

Middle office

BD-07

Investment Risk

8 service domains

 BD-08

Valuation & Pricing

6 service domains

 BD-09

Performance & Analytics

9 service domains

 BD-10

Investment Compliance & Guideline Monitoring

9 service domains

 BD-11

Treasury, Cash & Collateral

8 service domains

Back office

BD-12

Investment Operations & Servicing

17 service domains

Cross-cutting office

BD-13

Investment Data & Reporting

12 service domains

 BD-14

Enterprise Risk, Control & Assurance

9 service domains

 BD-16

Enterprise Governance & Accountability

5 service domains

 BD-17

Corporate Services & Resources

10 service domains

Commercial office

BD-15

Distribution, Product & Client Management

16 service domains

Entities

86 canonical entities across a generalised core and 5 specialisation packs. Browse the entity catalogue.

Diagrams

Reference

Ontology / Knowledge Graph

The same entities and relationships, laid out as a map an agent can walk one named link at a time — a fund is managed by a manager, a holding is a position in an instrument, a document is about an entity. Read the ontology / knowledge graph page.

Exports

The model expressed in standard notations: ArchiMate, JSON Schema, a FIBO-aligned OWL ontology, SHACL shapes, the property-graph family (CSV, openCypher, SQL/PGQ, ISO GQL, Neo4j and Snowflake loaders), and illustrative BPMN. Generated from the model and regenerated each release. Download the exports.

Built from open-investment-model v0.3.0 · f7452ad