Asset managers are afforded access to Finland’s leading client reporting service for institutional investors. The possibility to leverage Investment Research Finland’s brand brings additional competitive advantage to asset managers – portfolio reporting provided by an unaffiliated third party facilitates asset management sales, as additional services are often the crucial factor in manager selection.
Provide your clients with a high-end extranet
The service consists of monthly reports and a customer extranet portal reflecting the asset manager’s brand. The monthly reports present returns, risks and allocation at sub-portfolio level as well as by asset type.
Our customer extranet portal allows asset managers to provide their customers with an intuitive and reliable real-time overview on portfolio performance. Enabling investors and asset managers to monitor the returns, risks and allocation of their portfolios on a daily basis, the service increases the efficiency of risk management. All figures and ratios are calculated in accordance with international standards (GIPS).