Company
WHY US?
Are you responsible for managing investment assets within your job or role?
It is a position of trust, where you will constantly have to consider several options in order to achieve the best possible results from the perspective of the owners or different beneficiaries.
Investment decisions are mostly long-term. Your goal may be to secure the financing of long-term commitments or liabilities in different circumstances.
Have you considered how colleagues working on similar goals have made choices about allocating investments or choosing service providers?
For three decades, SFR has studied the allocation solutions of the 100 largest Finnish institutional investors, their use of various investment vehicles, their selection of asset managers and their experience of the performance and quality of the work of a wide spectrum of service providers.
The results of SFR's Investment Services Programme enable the entire investor community to compare their own decisions with the solutions and choices of colleagues working with similar challenges.
Do you provide asset management services to institutional investors within the Finnish market?
Do you need a better understanding of the competitive field of the Finnish asset management market as well as the requirements, attitudes, and allocation views of institutional investors with regard to various investment solutions?
A key objective of SFR's Institutional Research is to enable asset managers and other service providers to acquire detailed market intelligence and feedback to develop their propositions so that they can serve their customers in the best possible way.
Mission
Mission
We aim to improve the understanding of the competitive field of the asset management market, taking into account the investors' allocation views and attitudes to different types of investment solutions.
With the in-depth information in our research, our ambition is to deliver service providers in the asset management industry a better opportunity to develop their own operations and serve customers in the best possible way.
Vision
Vision
The leading provider of qualitative studies in the Nordic countries for the benefit of the asset management community.
In the asset management market, we offer high-quality research results that benefit service providers' customer understanding and competition analysis to support decision-making.
Values
Values
Responsible Business
Sustainable Investment
Confidentiality
Reliability
Customer Focus
TIMELINE
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1990
SFR was established in 1990 byIngo Walter, the Seymour Milstein Professor of Finance, Corporate Governance and Ethics at the Stern School of Business, New York University, to conduct research on the Nordic Corporate Banking market.
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1991
Launch of the Corporate Banking Programme, the successful implementation of an in-depth research concept in the Nordic countries.
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1996
The Investment Services Programme was launched. The first major study of institutional asset management, with carefully selected investors. SFR decided to focus closely on customer experiences and the background factors that affect them. The current SFR Investment Services Programme was born.
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2000
The Competitive Positioning Report on the Finnish market was launched, becoming an integral part of the SFR Institutional Investment Programme. It covers both discretionary asset management and the market for fund services, including Investment Funds as well as Alternative Investment Funds.
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2006
Additional human resources were acquired to strengthen the research team and the information system as well as data management.
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2010
In Sweden, the Investment Services Program surveys were conducted for three consecutive years. -
2012
For two consecutive years, Investment Services Programme studies were carried out in Denmark.
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2013
Implementation of a Private Banking Research programme for the Finnish market.
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2015
Launch of a Non-Life Insurance research product in Finland and SFR’s 25th anniversary celebrations.
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2019
The 20th annual Investment Services Programme report was completed.
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2021
Sijoittaja PRO Finland Oy (part of Investment Intelligence Oy) and Scandinavian Financial Research (SFR) signed an agreement transferring SFR's majority shareholding to Sijoittaja PRO Finland Oy.
Family Offices Programme concept launched. -
2022
A separate institutional Alternative Investments Programme launched.