Institutional investors ranked Evli once again as the best asset manager in Finland in Kantar Prospera’s annual client survey. Evli is also the most used asset manager in Finland and placed first in sustainable investing expertise. Evli has been leading the survey for 12 consecutive years in a row, being ranked first for eight years and second place for four years, based on the overall quality assessment.
In the Kantar Prospera’s “External Asset Management 2024 Finland” survey, Finnish institutional investors evaluated the quality of 10 asset managers based on 13 quality criteria. This year's overall performance rating for Evli was the best one ever. Evli’s overall performance score was 4.32 on a scale of 1 to 5. Evli scored excellent ratings in areas such as portfolio management competence (4.42), product quality (4.38), sustainable investments (4.18), and sales competence (4.45).
According to Mona von Weissenberg, Head of Institutional Sales at Evli, the results of the survey are concrete proof of Evli's consistent and persistent work in managing clients' investments to achieve the best possible return.
“We would like to express our warmest thanks to our clients for their valuable feedback and trust in our services. The results are based on the strong investment expertise of our experienced and committed personnel and their willingness to continuously evolve,” says von Weissenberg.
“We offer our institutional clients a wide and unique range of products and services, combined with excellent client service. We will continue to put strong emphasis on systematic development of our services across all asset classes to serve our clients in the best possible way. We want to be the forerunner in responsible asset management in the Nordics, and in this way help our clients in managing their wealth to support a sustainable future,” von Weissenberg comments.
Most used institutional asset manager in Finland
For the eighth year in a row, Evli is the most used institutional asset manager in Finland and a trusted partner for institutional investors. Over 81% of the respondents use Evli's asset management services. The Evli brand was again rated the strongest in asset management services (quality rating of 4.50 on a scale of 1 to 5). Survey respondents included insurance companies, pension institutions, endowments and foundations, cities and municipalities, parish unions, universities, and other institutional investors.
The number one ranking in Kantar Prospera's survey follows on from other recognitions Evli has received in 2024. Evli gained a historic achievement as Morningstar, a global fund research firm, awarded Evli Fund Management Company as the best fund house in both Finland and Sweden. For the second consecutive year, Evli Fund Management Company was also awarded as the best Nordic fund house in the Lipper Fund Awards in the small fund management groups. Lipper is one of the world's leading fund analysis houses.
For more information:
Mona von Weissenberg, Head of Institutional Sales, Evli Plc, tel. +358 405 757 403, mona.weissenberg@evli.com
Timo Hovi, director, Evli Plc, tel. +358 50 554 4814, timo.hovi@evli.com
