Our success

Information on the performance of assets under management

Evli's Asset Management unit's assets under management totalled EUR 6.4 billion on December 31, 2007.


Information on capital invested in mutual funds

The mutual funds had EUR 2.9 billion in invested capital on December 31, 2007.


Morningstar fund comparison

In the fund comparison by the independent Morningstar, the average star rating of Evli’s funds was 4.05 at the end of 2007.


Recent acknowledgements for Investment Research

Best case research in Finland
Prospera, 2007


Evli’s research consistently best in Scandinavia
1st in AQ Research's RQ Euro 300

  • May 07
  • Feb. 07
  • May 06
  • Jan. 06
  • Nov. 05

Several awards for accuracy in estimates in:

  • Scandinavia
  • Sweden
  • Finland

 

Euromoney Awards for Excellence

2007
  • Best Equity House in Estonia
2006
  • Best Investment Bank in the Baltic region
  • Best Equity House in Estonia
  • Best Equity House in Latvia
  • Best Equity House in Lithuania
2005
  • Best Smaller Bank in the Baltics
  • Best Equity House in Estonia
  • Best Equity House in Latvia
  • Best M&A House in Latvia

2004
  • Best Equity House in Latvia
  • Best M&A House in Latvia
  • Best Local Partner in Lithuania
2003
  • Best Equity House in Estonia
  • Best Equity House in Latvia
  • Best Equity House in Lithuania

Lipper Fund Awards

Senior Portfolio Manager Peter Lindahl
Lipper Fund Award 2008
Evli Global Multi Manager 75

Citywire ratings

Senior Portfolio Manager Kristian Gerkman
Citywiren A-luokitus, toukokuu 2008
Evli Europe

Senior Portfolio Manager Peter Lindahl
Citywiren A-luokitus, toukokuu 2008
Evli Global