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A Nordic active manager

Founded alongside the birth of the modern Nordic fixed income and equity capital markets at the end of the 1980s Evli Fund Management Company is today the best fund house in the Nordics, according to both Lipper and Morningstar.

Its experienced and committed staff providing long term focus on institutional investors and delivering genuinely active and sustainable portfolio management combined with client service excellence has put Evli at the forefront of Nordic wealth management.

High standard portfolio management

Evli maintains a portfolio management centric culture, with a stewardship mindset. Our investment style is truly active, fostering independent thinking and focusing on true credit quality rather than index compositions. Senior portfolio managers have an average of 10 years at Evli and 20 years' industry experience.
Get to know our portfolio managers

The Evli way of working

Over time, our founders’ entrepreneurial attitude, courage and curiosity evolved into a unique way of working that fuel our work every day. Our way of working is deeply rooted in our four values, Entrepreneurship, Valuable relationships, Learning and Integrity.

Client in focus

We are our clients’ trusted advisor and walk side by side with them. We foresee and adapt to be able to serve our clients in the best possible way. We thrive in a constant dialogue with our clients: we inspire and are inspired by them. We always act with our clients’ best interests in mind.

Owned by Evli Plc

Evli Fund Management Company Ltd is 100% owned by Evli Plc founded in 1985 and headquartered in Helsinki, Finland.

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Evli in numbers

1985

Evli was founded in 1985.

18.7

Assets under management EUR 18.7 billion.

3rd

Evli is the third largest fund management company in Finland.

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Responsibility

Evli's primary responsibility is to achieve the best possible return on our customers' investments. We believe that investors and companies that take account of sustainability factors will benefit in the long term. As a result, factors affecting the environment, society and governance (ESG factors) have been integrated into Evli's investment activities and portfolio management.

Responsible investing

Net zero asset manager by 2050

Evli's climate targets aim to make a real impact on investments, businesses and the industry.

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Award-winning Portfolio Management

Morningstar 2024
Morningstar – Best fund house in Finland and Sweden in 2024

Evli is the best fund house in both its home market Finland and the largest Nordic fund market Sweden according to Morningstar. This is the second time the awards are given to Evli, in Finland Evli is the best fund company for the second year in a row and in Sweden Evli was awarded as the best fund company also in 2020.

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Lipper – Best Nordic fund house in 2024

Lipper has awarded Evli as the best fund house in the Nordics for the second consecutive year. In addition, Evli was awarded as the best fixed income manager in France and best mixed-asset manager in the Nordics. Evli's funds also achieved top spots, both at European and Nordic level.

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Finland's best expertise in sustainable investments

Evli was placed first overall in sustainable investments expertise in Finland in the Kantar Prospera "External Asset Management 2023 Finland" survey.

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