Explore the model

OpenIM describes an institutional investment firm through its business capabilities and core information. Start with a Business Domain for a broad area of work, then open a Service Domain for a specific capability.

The office labels group domains for navigation. Firms can organise the same capabilities in different ways.

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

BD-12 - Investment Operations and 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

The entity catalogue defines 86 canonical information concepts. A generalised core covers shared concepts, while 5 specialisation packs add more specific detail. Browse the entity catalogue.

Diagrams

Reference

Ontology / Knowledge Graph

The knowledge graph expresses entities and relationships as named links. It can connect a fund to its manager or a holding to an instrument. Software can follow those links without parsing prose. Read about the ontology and knowledge graph.

Exports

Generated exports make the same model available to architecture and data tools, including graph tooling. Formats include ArchiMate, JSON Schema, OWL, SHACL, property-graph files and illustrative BPMN. Each release regenerates them from the model source. Download the exports.

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