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 management, which is why Investment Research's reporting concept and highly experienced staff are a strategic partner for our investment personnel and decision-makers. The evolution of the investment portfolio and instruments based on market conditions require that the reporting system reacts swiftly to changing situations - 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 other meetings.
Special situations and so-called “one timer” reports are handled very quickly. In addition, the expertise of our contact person is one of the best in the city, even the most challenging questions are answered exceptionally quickly. I can wholeheartedly recommend their services."
Tommi Mäkelä, Chief Investment Officer
"The collaboration with Investment Research has been rewarding. The best thing is that it has always felt like a partnership rather than a client relationship.
We have benefited from data crunching, getting all possible (and a few impossible) figures for investment tracking, in the format and to the extent we need. Investment Research Finland plays also important role in the regulatory reporting of our investment portfolio. 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. The neutrality is an important strength of Investment Research Finland – we seek analysis, not investment recommendations.
Furthermore, I would like to commend the service-oriented attitude. 'We'll take care of this' is the standard response to all requests. Accuracy doesn't even need to be mentioned; it is a fundamental requirement."
Jukka Piitulainen, Investment Manager
"We can highly recommend the services of Investment Research Finland because of their professional and responsible approach, exemplary customer service attitude and independent role in the financial sector.
Our collaboration with Investment Research has deepened consistently over the years. As we use multiple asset managers in our investment activities, Investment Research regularly prepares a comprehensive summary report of our entire investment portfolio in a custom-made format. This greatly facilitates risk management and monitoring.
In asset manager selection processes, we have utilized Investment Research's independent and objective approach for many years. Thanks to their assistance, our bidding projects have been well-managed, leading to partnerships with competitive terms. Cooperating with Investment Research is always a pleasure due to their flexibility and efficiency that characterize their corporate culture!"
Mirjami Kajander-Saarikoski, Director
"Since 2007, Tradeka has been utilizing the reporting services of Investment Research Finland. The reporting has been reliable, and the collaboration has been smooth. Challenging portfolio modifications 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 also the more complex alternative investments. We can comprehensively monitor the commitments and returns of our alternative investments through Investment Research's online service.
Responsible investing has been important at Tradeka for a long time, and its importance has grown in recent years. Investment Research has been able to support this development with their 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 further data, calculated with congruent methods.
In my opinion, Investment Research possesses excellent expertise in investment reporting, but the outstanding service attitude is the primary reason why I warmly recommend Investment Research as an investment reporting partner."
Jari Pussinen, Chief Executive Officer
"We have been collaborating with Investment Research for a few years now. Our goal was to find an independent and professional partner with whom we could enhance the quality of the city's investment activity monitoring. Our goal was also 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 portfolio.
The objectives set for the collaboration have been well achieved, and we receive consolidation 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 our analyst team is available, for example, to present investment reviews to the city council. As additional service, we have received support in updating our investment guidelines. The dialogue has worked exceptionally well, and we warmly recommend Investment Research Finland's services to other municipal entities."
Hanna Hurmola-Remmi, Administration and Development Director
