As the investment landscape evolves, investors seek not just readymade solutions but alignment with their personal values and market perspectives. While mutual funds and ETFs suit many, there's a significant shift: more institutional and private investors now demand customized strategies that reflect their unique needs and beliefs.
The growing demand for customization
Investors today bring diverse views on risk, return, and the drivers of market performance. One might prioritize profitability and growth, while another seeks stability and value. When you add sustainability goals—like reducing carbon footprints or supporting children's rights—the range of preferences broadens even more. Our conversations with clients reveal that sustainable investing preferences vary widely and evolve over time, highlighting the need for flexible, tailored solutions.
Reflecting global trends
This mirrors trends in markets like the U.S., where custom indexing—creating tailored index-based portfolios—is gaining traction. Thanks to the potent mix of AI, open source, and cloud technology, highly customized strategies are now more cost-efficient, making them accessible not just to large institutions but also to smaller and medium-sized clients.
Navigating portfolio construction
Atlas supports both traditional quantitative strategies and thematic investing approaches. For quantitative strategies, you can implement established frameworks like value, growth or quality strategies. The implementations range from index-like extensively diversified core portfolios to very active concentrated versions. When it comes to thematic investing, our AI capabilities help both implement established themes and develop new ones based on emerging market trends or specific investment criteria.
Our platform handles the complete investment process: from defining portfolio models—whether based on traditional factors or modern themes—through implementing systematic trading rules and active management, to delivering comprehensive reporting on performance, risk, and holdings. Whether you're focusing on classical value investing or emerging themes like AI and robotics, Atlas provides the tools and professional guidance to maintain portfolio stability while ensuring your chosen investment approach is properly expressed throughout the entire investment lifecycle.
Dynamic and adaptive strategies
Atlas stands out for its adaptability. Unlike traditional investment products that lock you into fixed strategies, Atlas lets you adjust your approach over time. Interested in value stocks today? Done. Want to shift to growth stocks tomorrow? Easy. We can accommodate dynamic allocation strategies that rotate between styles or themes based on market conditions or your inputs, ensuring your portfolio stays aligned with your evolving views.
Ready-made portfolios for convenience
In addition to fully customized strategies, Atlas also offers a selection of ready-made portfolios designed to meet common investment needs. These portfolios are crafted by our expert team to align with specific themes, such as sustainability, technology, or value investing. This means you can quickly get started with a portfolio that reflects your goals, without the need for a fully bespoke solution. This provides an efficient starting point for investors who prefer not to build entirely custom solutions.
Introducing Atlas: A platform built for the future
Atlas combines AI capabilities with traditional investment expertise. Our system processes various data sources—including annual reports, sustainability disclosures, and financial statements—to generate practical insights. This helps inform both thematic and ESG investment strategies, supporting various approaches from growth investing to sustainable themes.
The Atlas edge
- Custom data creation: Transform unstructured data into tailored insights for informed decision-making.
- Expert guidance: Blend systematic analysis with qualitative insights to align portfolios with market realities and your goals.
- Cost efficiency: Enjoy customized solutions at costs comparable to traditional ETFs through AI-driven processes.
- Scalability: Access expert-level analysis across thousands of companies with our advanced workflows and AI tools.
- Ready-made solutions: Choose from a range of expertly crafted portfolios to quickly align with specific investment themes.
Why Evli Atlas?
With over a decade of experience in managing systematic portfolios—including sustainable strategies since 2017—Atlas is the next step in our journey: a platform that democratizes access to customized strategies for a wider audience.
By combining cutting-edge AI with proven investment expertise, Atlas redefines what's possible in asset management. We offer a transparent, flexible solution tailored to your needs. Whether you aim to align with personal values, tap into emerging trends, or enhance returns, Atlas is here to help you achieve your goals.
Learn more
Contact us to discuss how Atlas can help develop an investment strategy aligned with your objectives.
Discover a more personalized approach to investing with Atlas.
Mattias Lagerspetz
