Client Portfolio Reporting for Asset Managers

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).