Our services tailored for institutional investors are used by over 170 institutional investors, and we serve as a reliable partner in organizing, monitoring, and managing risks for various entities. These include non-profit foundations, investment companies, insurance companies, pension funds, labour market organizations and unemployment funds.
Contact us and discuss with us how your organization can enhance its investment activities, allowing you to concentrate on the critical aspects of your investment operations.
"Comprehensive and illustrative reporting is the key to successful investment operations, which is why Investment Research's reporting concept and highly experienced staff are a strategic partner for our investment personnel and decision-makers. The continuous evolution of the investment portfolio and available instruments based on market conditions requires the ability for reporting to react swiftly to changing situations, and in this regard, Investment Research has excelled commendably.
The primary tool provided by Investment Research is the up-to-date web reporting. We also utilize numerous reports available on the web service, for example, in the presentations of the Board of Directors and in the meetings of the Bureau.
Special situations, and therefore the delivery of so-called “one timer” reports, are reacted very quickly. In addition, the coverage of investment research's contacts in the field of investment expertise is one of the best in the city. Answers to even the most challenging questions often come exceptionally quickly. I can wholeheartedly recommend their services."
Tommi Mäkelä, Chief Investment Officer
"The collaboration with Investment Research has been excellent and rewarding. What's best is that it has always felt like a partnership rather than a client relationship.
We have benefited from the data crunching, getting all possible (and a couple of impossible) metrics for investment tracking from one source, in the format and extent that we desire. The role played by Investment Research in regulatory reporting is also noteworthy. The icing on the cake is the customized training in investment matters provided to our board members. It is crucial that the training is delivered by an unbiased, non-commercial entity. Neutrality is, in fact, a distinctive strength of Investment Research – we seek analysis, not investment recommendations.
Furthermore, I would like to commend the service-oriented attitude. 'Everything will be taken care of' is the standard response to all requests. Accuracy doesn't even need to be mentioned; it is a fundamental requirement."
Harri Lemmetti, Chief Executive Officer
"We wholeheartedly recommend Investment Research for their knowledgeable and responsible approach, exemplary customer service attitude, and independence.
Our collaboration with Investment Research has deepened consistently over the years. As our fund engages multiple asset managers in its investment activities, Investment Research regularly prepares a comprehensive summary report of our entire investment operations in the format we desire. This greatly facilitates risk management and monitoring.
In the selection and bidding of asset managers, we have been utilizing Investment Research's independent and objective approach for many years. Thanks to their assistance, our bidding projects have remained well-managed initiatives, leading to the formation of partnerships for our fund under competitive terms. The flexibility and efficiency that characterize Investment Research's corporate culture make dealing with the company always a pleasure!"
Mirjami Kajander-Saarikoski, Director
"Tradeka has been utilizing the reporting services of Investment Research Finland since 2007. The reporting has been reliable, and the collaboration has been smooth. Challenging portfolio changes or data requests have always been efficiently implemented, with careful attention to the client's needs. In addition to traditional stocks, bonds, and liquid funds, Investment Research reliably handles alternative investments, which involve significantly more complex processing. Nowadays, we can comprehensively monitor the responsibilities and returns of our alternative investments through Investment Research's online service.
Responsible investing has long been important at Tradeka, and its significance has grown in recent years. Investment Research has been able to support this development with its ESG reporting service, providing us with an easy-to-read summary of portfolio carbon risk and other ESG parameters. The service also allows us to drill down into individual funds and obtain consistently calculated data.
In my opinion, Investment Research possesses excellent expertise in investment reporting, but the outstanding service attitude is the primary reason why I warmly recommend Finland's Investment Research as an investment reporting partner."
Jari Pussinen, Chief Executive Officer
"We have been collaborating with Investment Research in Heinola for a few years now. Our goal was to find an independent and knowledgeable partner with whom we could enhance the quality assurance of the city's investment activities. We aimed to streamline the monitoring of investment activities by consolidating monthly reports from various fund managers into a single reporting system. Additionally, we sought to improve the monitoring of returns, costs, and the sustainability of our investment activities.
The objectives set for the collaboration have been well achieved, and we receive visual reports easily and regularly on a monthly basis. Dealing with Investment Research is straightforward, and they regularly seek input from us to enhance their services. Questions are answered promptly, and they are available, for example, to present investment reviews to the city council. As additional services, we have received support in updating our own investment guidelines. The dialogue has worked exceptionally well, and we warmly recommend Investment Research to other municipal entities."
Hanna Hurmola-Remmi, Administration and Development Director
