Evli has been awarded the ”Platinum Award” for excellence in investment services and ranked as the best asset manager in Finland (tied nro.1) in the large asset managers category, in the recent SFR Research’s Institutional investor survey[1]. Evli's overall quality rating is its best score in the survey during the past 10 years.
In the SFR Research’s Institutional Investment Services survey, Evli was also again the most used asset manager in Finland. More than 74 percent of the respondents use Evli’s institutional asset management and mutual fund services.
Evli’s overall quality performance score was 4,05 on a scale of 1-5 (2023 score 3,98). Evli received particular praise in criteria such as excellence in client service, 12 months investment performance, sustainable investments expertise as well as personnel resources and stability of the organization.
“We would like to express our warmest thanks to our clients for their truly valuable and open feedback and trust in our wide range of products and services. We shall make use of the feedback for the continuous improvement of all of our activities. We believe that the results are ultimately based on the strong investment expertise of our experienced and committed personnel and their commitment to serve clients in the best possible way,” says Mona von Weissenberg, Head of Institutional Clients.
In this year's SFR Research’s survey, which celebrates its 25th anniversary, Finnish institutional investors evaluated 17 asset management companies based on nine different quality criteria. Survey respondents included insurance companies, pension institutions, endowments and foundations, cities and municipalities, parish unions, universities and other institutional investors.
The strong result is a continuation of Evli’s excellent track record in asset management and mutual fund surveys
This year's strong result in the SFR Research’s Institutional Investment Services survey is a continuation of Evli's excellent track record in asset management and mutual fund surveys. In the Kantar Prospera’s “External Asset Management 2024 Finland” survey[2], which was published in the autumn, institutional investors ranked Evli once again as the best asset manager in Finland. Evli has been leading Kantar Prospera’s 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 SFR Research’s Institutional Investment Services survey, Evli has been ranked first for five years and second place for three, based on the overall quality assessment[3].
In the mutual fund company comparisons, Evli gained earlier this year 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. Morningstar and Lipper are world's leading mutual fund analysis companies.
Award winning asset management expertise
Kantar Prospera
• Best Institutional Asset Manager: 2024, 2023, 2021, 2019, 2018, 2017, 2016, 2015
• Second Best Institutional Asset Manager: 2022, 2020, 2014, 2013
SFR Research
• Best Institutional Asset Manager: 2024, 2018, 2017, 2016, 2015
• Second Best Institutional Asset Manager: 2022, 2021, 2019
• Third Best Institutional Asset Manager: 2023
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
[1] SFR Research, “SFR Institutional Investment Services Programme 2024, Competitive Positioning Report, Total Service Performance, Average of all Criteria, Large Asset Managers”
[2] KANTAR Prospera ”External Asset Management Finland”; 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
[3] SFR Research, “SFR Institutional Investment Services Programme Competitive Positioning Report, Investment Services Combined / Total Service Performance, Average of all Criteria, Large Asset Managers”, 2015, 2016, 2017, 2018, 2019, 2021, 2022, 2023, 2024
