Institutional Asset Mangement
We tailor our services to your individual needs and help institutions implement their investment strategy effectively. Success is based on systematic and active investment operations. Clients benefit from our long experience and expertise in designing investment policies and strategies.
Tailored asset management
Investment planning
Our long experience with investment policies and strategic planning is at your disposal. We assist you in identifying what your institution wants to achieve with its assets. Our scenario analysis allows us to determine the likelihood that your investment objectives will be fulfilled by various strategies.
Successful asset management
Our awarded portfolio management takes care of your assets so as to achieve the agreed objectives. In this we are aided by our extensive professional skills, and our focus on exemplary risk management and portfolio management systems.
Active management of client relationships
Evli’s contact person provides your institution with a personal service that takes account of your particular needs. Our modern digital service channels are at your disposal, as are our high-quality, comprehensive reports, and our regular reviews of market developments.
Evli ranked again as the best institutional asset manager in Finland in Kantar Prospera's survey
Read moreHistoric achievement for Evli - best fund house 2024 in both Finland and Sweden
Morningstar, a fund research firm, has again awarded Evli Fund Management Company as the best fund house in Finland in its annual Morningstar Awards. This is the second consecutive win for Evli. In addition to Finland, Evli has this year also been awarded as the best fund house in Sweden, giving Evli a double win on both its home market Finland and the largest Nordic fund market Sweden.
Portfolio management
Cornerstones of investment activity
- We base our investment strategies on academic and empirical research
- Quantitative methods and systematic investment processes also play a central role in our investment strategy
- Investors are compensated when they invest in cyclical risk premiums. A long-term approach ensures the best possible investment return.
Added value through active asset management
- With tactical allocation, we overweight or underweight investment classes according to the prevailing market conditions
- We select cost-effective investments that produce better returns than market indexes in the long term
- We diversify investments among different sources of additional return in order to improve the portfolio’s risk-return ratio.
“There is more accumulated capital in the world than ever before in history. Steering this capital wisely is critical to set the world on a sustainable path. It requires a broad understanding of the world and a strong sense of foresight.”
Maunu Lehtimäki, Chief Executive Officer, Evli Plc
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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
Evli's responsible investing consists of taking into account responsibility issues in investment decisions and engaging with target companies.
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People
Our experts take care of your institution’s wealth in the best possible way. You can trust that we want to build long-term relationship with you.