Investment funds
The data collection framework covers the needs of the Bank of Finland, Financial Supervision Authority and Statistics Finland. The reporting obligation concerns investment funds and special investment funds. Data on money market funds are also collected within the SIRA data collection framework, although money market funds are classified in statistics in the MFI sector. The Bank of Finland is responsible for data collection and publication of statistics.
Investment fund balance sheet statistics (SIRA)
Instructions valid from reference period 2026M12 or from Q4 2026 onwards
- Summary of changes, published on 22 June 2026 (pdf)
- Reporting instructions 5.0, valid from 1 December 2026 or Q4/2026, published on 16 June 2026 (pdf)
- Validation rules 3.0, valid from 1 December 2026 or Q4/2026, published on 16 June 2026 (xlsx)
- Schema files 3.0.0, valid from 1 December 2026 or Q4/2026, published on 16 June 2026 (zip)
- Version history of schema files, updated on 16 June 2026 (xlsx)
- Code lists: SIRA, valid from 1 December 2026 or Q4/2026, published on 18 June 2026 (xml)
Currently valid instructions
- Reporting instructions 4.3, valid 1 December 2025 - 30 November 2026 or Q3/2026 (pdf)
- Validation rules 2.6, valid 1 December 2025 - 30 November 2026 or Q3/2026 (xlsx)
- Schema files 2.0.3, valid 1 December 2025 - 30 November 2026 or Q3/2026 (zip)
- Versionhistory of schemafiles (xlsx)
- Description of electronic reporting, valid from 1 December 2025, published 2.3.2026 (pdf)
- Code lists: SIRA, valid 1 December 2025 - 30 November 2026 or Q3/2026 (xml)
Other reporting-related resources
- Manual on investment fund statistics, December 2017
- With a domestic business ID classification of sectors, industrial classification and size of company are available on Statistics Finland's webpage. User ID and password to open the table can be requested at sijoitusrahastot(at)bof.fi.