With our portfolio analysis and reporting services, investors are able to efficiently monitor the performance and risks of their entire portfolio. Investment activities being typically highly customer-specific, all reporting is tailored to the needs of each investor, taking into account, among others, the restrictions on and priorities of the investment policy. By acting as an active partner in performance measurement, we are able to ensure that each investor has access to the most useful monitoring tools that are best suited to his investment strategy.
For us, partnership means a thorough understanding of customers’ needs. We therefore focus on versatile solutions that cover the entire investment monitoring process. With our Portfolio Consolidation Reporting, investors are able to efficiently monitor the performance and risks of their portfolio. Our Manager Selection Service in turn provides effective tools, ranging from investment policy revision/creation to asset manager selection and assessment. The monthly Mutual Fund Report represents a convenient way of tracking up on the performance of funds marketed in Finland and of discovering new, interesting investment opportunities.
Currently, our portfolio analysis services are used by more than 90 investors, including pension investors, insurance companies, asset managers and non-profit foundations.