Evli has been awarded the ”Silver Award” for excellence in asset management and mutual fund services in 2023 in the recent SFR institutional client survey. Evli clearly strengthened its market position as the leading institutional asset management house – according to the survey, Evli had highest market share as well as was the most used institutional asset manager in Finland.
In the ”Institutional Investment Services Finland 2023" survey1 conducted by SFR Scandinavian Financial Research, Evli received high performance scores in criteria such as long-term investment performance, sustainable investments expertise, personnel resources and stability of the organization as well as excellence in client service.
In the survey, Finnish institutional investors assessed the quality of 18 asset management companies operating in Finland, based on nine quality criteria. With the overall performance score 3,98 on a scale of 1-5 (2022 score 3,93) Evli was ranked third. Survey respondents included insurance companies, pension institutions, endowments and foundations, cities and municipalities, parish unions, universities and other institutional investors. More than 72 percent of the respondents use Evli’s institutional asset management and mutual fund services.
This year's strong result is a continuation of Evli's excellent track record in institutional asset management client surveys. In KANTAR Prospera survey2, Evli was ranked as the “Best Institutional Asset Manager” in 2023 in Finland. Evli has been leading the KANTAR Prospera survey for the last 10 years, being ranked first for seven years and second for three years, based on the overall quality assessment. In the SFR survey, Evli has been ranked first in overall quality for four years and second for three years in Finland3.
Award winning asset management expertise
Kantar Prospera
- Best Institutional Asset Manager: 2023, 2021, 2019, 2018, 2017, 2016, 2015
- Second Best Institutional Asset Manager: 2020, 2014, 2013
SFR Scandinavian Financial Research
- Best Institutional Asset Manager: 2018, 2017, 2016, 2015
- Second Best Institutional Asset Manager: 2022, 2021, 2019
- Third Best Institutional Asset Manager: 2023
For more information, please contact:
Mona von Weissenberg, Director, Institutional Clients, Evli Plc, tel. 358 405 757 403, mona.weissenberg@evli.com
Timo Hovi, Director, Evli Plc, tel.+358 9 4766 9306, timo.hovi@evli.com
1 SFR Scandinavian Financial Research, ”Institutional Investment Services Finland 2023, Competitive Positioning Report, Investment Services Combined, Average of all Criteria, Large Asset Managers”.
2 KANTAR Prospera "External Asset Management Finland”; 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2023.
3 SFR Scandinavian Financial Research, “Institutional Investment Services Finland, Competitive Positioning Report, Investment Services Combined, Average of all Criteria, Large Asset Managers”, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022.
