The following are groups in ResearchPoint with the criteria on how they were built:
  • Public Company Insiders – Identified: Wealth Information - Securities Match Code is Not Blank
  • Public Company Insiders – Confirmed: Wealth Information – Securities - Confirmed = Yes
  • Constituents with Securities >= $1M – Identified: Securities assets – identified >= $1M
  • Constituents with Securities >= $1M – Confirmed: Securities assets – confirmed >= $1M
  • Constituents with Business Ownership >= $1M: Identified > Business Ownership Assets – identified >= $1M
  • Constituents with Business Ownership >= $1M: Confirmed > Business Ownership Assets – confirmed >= $1M
  • Hidden Wealth (owners, no ownership) – Identified: Business Ownership - Title contains Owner AND % ownership = 0
  • Hidden Wealth (owners, no ownership)– Confirmed: Business Ownership - Title contains Owner AND % ownership =0 AND Confirmed = Yes
  • Constituents with Real Estate >= $1M – Identified: Real Estate Assets - identified >= $1M+
  • Constituents with Real Estate >= $1M – Confirmed: Real Estate Assets - confirmed >= $1M+
  • Millionaires – Identified: Total Assets – Identified >= $1M
  • Millionaires – Confirmed: Total Assets – Confirmed >= $1M
  • Millionaires with at least $5M – Identified: Total Assets – Identified >= $5M
  • Millionaires with at least $5M – Confirmed: Total Assets – Confirmed >= $5M
  • Millionaires with no gifts to client – Identified: Total Assets – Identified >= $1M AND Latest Gift Date (or another giving field populated in ResearchPoint) is Blank
  • Millionaires with no gifts to client – Confirmed: Total Assets – Confirmed >= $1M AND Latest Gift Date (or another giving field populated in ResearchPoint) is Blank
  • Hidden Wealth (Larkspur) – Identified: Total Assets – Identified < $1M AND Affluence Indicators Match Code is not blank.
  • Hidden Wealth (Larkspur) – Confirmed: Total Assets – Confirmed < $1M AND Affluence Indicators Confirmed = Yes