Investor Reporting: Data Quality & Transparency as the Foundation of Trust

Is Your Investor Reporting Ready for 2026? Investment decisions are driven by data – yet the quality, comparability and transparency of investor reporting data still vary significantly across the market. Regulation (incl. SFDR), increasing investor expectations and day-to-day resource constraints of fund managers all highlight the need to rethink investor reporting not merely as an output, but as an end-to-end process.

Join us for a practical session where investors, fund managers, and back-office experts come together to tackle the real challenges of investor reporting: inconsistent data, rising LP expectations, ESG and SFDR requirements, and the operational pressure to do more with less.

During this event, we will:

  • Explore investor reporting from the perspectives of investors, fund managers, and back‑office solution providers
  • Share real‑world practices for creating high‑quality, transparent, and investor‑ready data
  • Discuss how leading fund managers are adapting their operations to SFDR and ESG requirements
  • See how modern tools can achieve high quality and transparent data.
  • Meet our partners from Luxembourg, gain insights into Luxembourg fund structures, and find out how Greenstep can support compliant and scalable fund operations in Luxembourg.

The event includes networking and refreshments, offering a relaxed opportunity to connect with peers and experts before and after the program. Welcome to the event, sign up here!

📅 Time: Tuesday, 26 May 2026, from 13:30 to 15:30

📍Venue: Maria 01, Lapinlahdenkatu 16, Building 5 (red building), Arcade5 Arena, Helsinki

This event will be in English

 

Exclusive offers for attendees:
  • Free personalized compliance & reporting efficiency assessment: 30-minute session of reviewing current reporting workflow, identifying automation gaps, giving possible solutions to how much ops time can be saved. (valued €200)
  • Free 30-minute consulting session for SFDR or ESG services from Greenstep experts. (valued €200)

 

Program:

13:30 Arrival & Afternoon Coffee Networking. Connect and network!

14:00 Speakers and Panel discussion:

  • Welcoming words, topic and agenda introduction | Minna Riihimäki, Partner, Greenstep
  • What Investors and Regulators Actually Expect in 2026? | Taija Heittola, Partner, Greenstep
  • Panel discussion – Investor Reporting: Data Quality & Transparency in Practice
    • Panelists to be announced
  • From discussion to solution: Turning Portfolio Data into Investor-Ready Reporting | Jori Karstikko, Head of Fund Sales, Greenstep
  • Q&A

15:25 Closing remarks

 

Who should attend? 
  • Fund operations and finance professionals at private equity and venture capital funds.
  • Professionals responsible for:
    • Investor reporting
    • Fund compliance & SFDR
    • Portfolio monitoring & ESG reporting

Gain practical insight into investor reporting, data quality, and transparency in 2026!

👉 Save your seat here as soon as possible, but no later than May 22nd. The event is free of charge.

 

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