Founded in 1989, Evli Fund Management Company Ltd is celebrating its 30th anniversary. The Nordic fund management boutique based in Helsinki focuses on institutional investors on an international scale.
Evli Fund Management Company Ltd is 100% owned by Evli Bank Plc, which was founded in 1985. Evli Fund Management Company Ltd's funds are also available on the international Vestima platform.
"Our funds are actively managed with a long-term ESG perspective and focus on free cash flow," says Mikael Lundström, CIO of Evli Fund Management Company Ltd. "In addition, our main portfolio managers have an average of 10 years' experience at Evli and 20 years' experience in the industry.”
Evli Bank Plc is listed on the Helsinki Nasdaq since 2015 and Evli Fund Management Company Ltd is the fourth largest Finnish fund manager with €8.9 billion of assets under management on behalf of its clients (net 06/2019).
Brand new in 2019
Evli Fund Management Company Ltd launched Evli Nordic 2023 Target Maturity Fund in 2019, making it possible to invest in Nordic corporate bonds in a maturity format. The fund runs until the end of 2023 and aims for an annual return of 3% net of fees with low risk exposure.
This year, Evli Fund Management Company Ltd also changed its factor investment strategy and it became completely ESG compatible. ESG criteria are integrated upstream of stock selection, which are then integrated into factors offering alternative sources of return.
Investment principles to counter climate change
“For Evli Fund Management Company Ltd, responsible investment means that environmental, social and governance (ESG) criteria must in practice be integrated into our portfolio management in accordance with the UN Principles for Responsible Investment," says Maunu Lehtimaki, CEO of Evli Bank Plc.
In 2019, the company launched its new principles for climate change and systematized its climate approach across all its investment funds. These principles have enabled Evli Fund Management Company Ltd to formalize a new investment methodology to combat climate change based on four principles: measurement, exclusion, engagement and reporting.
2019 is also the 20th anniversary of the Evli Corporate Bond Fund
Developed since 1999 by Mikael Lundström, CIO of Evli Fund Management Company Ltd, the Evli Corporate Bond Fund is also celebrating its 20th anniversary this year. This strategy aims to achieve a high risk-adjusted return over a broad investment universe, combining European Investment Grade and High Yield bonds with unrated Nordic bonds.
Mikael Lundström, who has managed the fund since it was launched, was joined in 2014 by Jani Kurppa, Senior Portfolio Manager. The latter was recently ranked 107th on Euro Stars comparison list of the top 250 fund managers across all asset classes drawn from Citywire’s database covering 16,500 names. Juhamatti Pukka, Head of Fixed Income at Evli, was also ranked 100th in the Euro Stars comparison list.
Additional information:
Mikael Lundström, Chief Investment Officer, tel. +358 9 4766 9321
