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| -rw-r--r-- | sql/investors.sql | 175 |
1 files changed, 175 insertions, 0 deletions
diff --git a/sql/investors.sql b/sql/investors.sql new file mode 100644 index 00000000..e44480f4 --- /dev/null +++ b/sql/investors.sql @@ -0,0 +1,175 @@ +CREATE TYPE InvestorType AS ENUM('Absolute Return UCITS', + 'Bank', + 'Endowment', + 'Family Office', + 'FoPEF', + 'Foundation', + 'Fund of Funds', + 'Fund of Hedge Funds', + 'Government', + 'Hedge Fund', + 'Individual', + 'Insurance Company', + 'Investment Consultant/Advisor', + 'Investment Manager', + 'Multi Family Office', + 'Other', + 'Pension Consultant', + 'Pension Funds', + 'Private Bank', + 'RIA/IFA', + 'Real Estate', + 'SRI Investor', + 'Seeder/Accelerator', + 'Trust'); + +CREATE TYPE Region AS ENUM('North_America', +'Europe','Asia', 'Middle_East','Africa','South_America','Australia'); + +CREATE TYPE Geography AS ENUM('Asia', 'Emerging Markets', 'Europe', 'Frontier Markets', 'Global', +'Latin America', 'Middle East', 'Nordic/Scandinavia', 'USA', 'North America', 'Other', +'West Europe'); + +CREATE TYPE Location AS ENUM('Asia', + 'Emerging Markets', + 'Europe', + 'Global', + 'North America', + 'Other', + 'West Europe'); +CREATE TYPE Currency AS ENUM('USD', 'EUR', 'GBP', 'SEK', 'NOK', 'YEN', 'CAD', 'CHF'); + +CREATE TYPE Mifid AS ENUM('Professional_Client', 'Retail_Client', 'Eligible_Counterparties'); + +CREATE TYPE Strategy AS ENUM('Absolute Return (UCITS)', + 'Equity', + 'Fund of Hedge Funds', + 'Hedge Fund', + 'Long Only', + 'Other Alternatives', + 'Private Equity', + 'Real Estate', + 'Smart_Beta'); + +CREATE TYPE Volatility_tolerance AS ENUM('High', 'Medium', 'Low'); + +CREATE TYPE Strategy_detailed AS ENUM('AR: Cash Plus', + 'HF: CTA/Managed Futures', + 'HF: Capital Structure Arbitrage', + 'HF: Commodity Arbitrage', + 'HF: Convertible Arbitrage', + 'HF: Corporate Bonds', + 'HF: Credit Strategy', + 'HF: Distressed', + 'HF: Emerging Markets', + 'HF: Event Driven', + 'HF: FX', + 'HF: Fixed Income Arbitrage', + 'HF: Geo Focus', + 'HF: Global Macro', + 'HF: High Yield', + 'HF: Long/Short Equity', + 'HF: Market Neutral', + 'HF: Merger/Risk Arbitrage', + 'HF: Mortgage-Based Securities', + 'HF: Multi Asset', + 'HF: Multi-Strategy', + 'HF: Risk Parity', + 'HF: Sector Focus', + 'HF: Short-Term Trading Strategies', + 'HF: Special Situations', + 'HF: Statistical Arbitrage', + 'HF: Structured Credit', + 'HF: Volatility Arbitrage', + 'LO: Equity', + 'LO: Fixed Income', + 'LO: Fixed Income High Yield', + 'LO: Frontier Markets', + 'LO: Geo Focus', + 'LO: Multi Asset', + 'LO: SRI', + 'LO: Sector Focus', + 'OA: Asset-Based Lending', + 'OA: Direct Lending', + 'OA: ILS Life', + 'OA: ILS P&C', + 'OA: Infrastructure', + 'OA: Leveraged Loan', + 'OA: Real Assets', + 'PE: Buyouts', + 'PE: Energy', + 'PE: Large Cap', + 'PE: Mezzanine', + 'PE: SME', + 'PE: Venture Capital', + 'PE: Oil and Gas', + 'RE: Commercial RE', + 'RE: Residential RE'); + +CREATE TABLE investors(ID serial PRIMARY KEY, +"First Name" text, +"Last Name" text, +"Salutation" text, +"Title" text, +"Account Name" text, +"Notes" text, +"Website" text, +"Mobile Phone" text, +"Office Phone" text, +"Other Phone" text, +"Fax" text, +"Primary Address Street" text, +"Primary Address City" text, +"Primary Address State" text, +"Primary Address Postal Code" text, +"Primary Address Country" text, +"Further Address Information" text, +"Alt Address City" text, +"Alt Address State" text, +"Alt Address Postal Code" text, +"Alt Address Country" text, +"Status Description" text, +"Lead Source" text, +"Lead Source Description" text, +"Investment Allocation Details" text, +"Assistant" text, +"Direct Line" text, +"Date Created" timestamp, +"Date Modified" timestamp, +"Minimum Track Record" smallint, +"Mifid" Mifid, +"Investment Description" text, +"Location Preferences" Geography[], +"Last Spoke Date" date, +"Investment Geography" Geography[], +"Investor Rating" smallint, +"Investor Type" InvestorType[], +"Hedge Fund Allocation (%)" text, +"Preferred Liquidity" text, +"Typical Commitment Size" text, +"Typical Investment ($mil)" text, +"Volatility Preference" Volatility_tolerance[], +"Ticket Size" smallint, +"Target Return (%)" text, +"Required Fund AuM" text, +"Required AuM" text, +"Specific Strategy Preferences" Strategy_detailed[], +"Company Description" text, +"Allocating" boolean, +"Allocating to FoHFs" boolean, +"Affiliate" text, +"FuM Currency" Currency, +"General Strategy Preferences" Strategy[], +"FuM (Million)" text, +"Average Time Fund Monitored (months)" text, +"Continent" Region, +"Alternate Last Name" text, +"Alternate First Name" text, +"Alternate Title" text, +"Client List" text, +"Products" text, +"News Links" text, +"Name" text, +"Full Name" text, +"email1_new" text, +"Non-primary emails" text ) |