With more complex reporting needs and growing expectations from both the board and regulators, Aaria Unemployment Fund saw the need to move beyond manual routines. They were looking for a smarter, more structured way to manage and present their investment data.
As reporting requirements increased and expectations from regulators tightened, Aaria found themselves navigating a complex reporting process with limited tools. Investment reporting was done using Excel before Jay, which was quite slow and visually unapealing.
"We compiled the summary report ourselves from the reports of different asset managers. The summary report included basic metrics such as acquisition cost, return, and allocation. Creating a visual appearance would have taken even more work hours." says Marika Kiema, responsible for internal control and investment reporting at Aaria.
With increasing demands from FIN-FSA, growing internal complexity, and rising expectations from the board, Aaria needed a platform that could go beyond static reporting. They were looking for a partner that could offer:
Jay stood out by offering all of that in one place with a proven track record in supporting similar organisations.
“What convinced us was that Jay could cover both our regulatory and operational needs in one platform. We also liked that it wasn’t just a tool - it came with people who understood our challenges,” says Marika Kiema.
The centralized platform Jay provided gave Aaria a structured and automated setup for investment reporting. This created a single source of truth - reducing manual work, improving accuracy, and making it easier to stay aligned with internal controls and regulatory requirements.
With monthly summaries, visual dashboards, and built-in metrics, preparing materials for the board became faster and clearer. Historical views and transaction-level insights also made it easier to monitor delegated mandates and spot important changes in the portfolio.
“Now our board actually engages with the material. They can ask better questions because the information is easy to understand,” says Marika Kiema.
Since implementing Jay’s solution, Aaria has:
“We don’t manage the assets directly, but we’re responsible for ensuring they’re well managed. Now we have the tools to do that with confidence,” says Marika Kiema.
In addition, access to detailed transaction histories and performance breakdowns has made reporting more precise and responsive.
Aaria is now using Jay as a strategic tool, especially as they prepare for upcoming scenario planning and long-term strategic decisions. With new regulatory expectations always on the horizon, Jay’s ability to support forward-looking insight is becoming more central.
“There’s still so much in the platform we haven’t fully explored. But already, it’s helped us shift from reactive reporting to proactive planning,” says Marika Kiema.
"Transparency and reliability are critical when communicating with our board. Jay’s solution delivers both. I can recommend it to other funds", says Marika Kiema”
Aaria Unemployment Fund is a Finnish unemployment fund open to all wage earners, regardless of industry or sector. With approximately 100,000 members, Aaria plays a vital role in providing expert support to job seekers, those facing layoffs and career changers. More than just a provider of earnings-related benefits, Aaria is a modern, nationwide safety net.
For more information visit: www.aariakassa.fi
Assets covered
Liquid and illiquid
Portfolio size
EUR 23 million
Number of users
3
Geography
Finland
Target Solutions
Making the complex simple. Created by asset managers for asset managers.
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Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and visualizations to their stakeholders.
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Visualize complex structures in a simple, yet accurate way
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Offering
We offer a user-friendly platform that seamlessly integrates data management, reporting, and analysis to deliver actionable insights and to support informed financial decision making.
Bringing portfolio control to the next level
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Saving valuable time and costs by increasing efficiency and streamlining operations.