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Institutional investors ranked Evli once again as the best asset manager in Finland in Kantar Prospera's annual client survey. Evli has been leading Kantar Prospera's survey for 13 consecutive years in a row, being ranked first for nine years and second place for four years, based on the overall quality assessment.

According to Mona von Weissenberg, Head of Institutional Sales at Evli, the survey results demonstrate Evli employees' strong ability to create added value for demanding institutional clients across a wide range of asset classes and areas of asset management.

"I would like to warmly thank our clients for their valuable feedback and trust in our services. Behind these results are the strong investment expertise and superior client service of our experienced and committed personnel", comments von Weissenberg.

"This year is especially important for us, as we are celebrating Evli's 40th anniversary. We are a trusted, long-term asset management partner valued by our institutional clients, and over the years we have grown into a leading Nordic wealth management and fund management company", says von Weissenberg.

In the Kantar Prospera's "External Asset Management 2025 Finland" survey, Finnish institutional investors evaluated the quality of 10 asset managers based on 13 quality criteria. Evli's overall quality performance score was 4.26 on a scale of 1 to 5. Evli scored excellent ratings and was placed first in areas such as investment performance track record (4.20), portfolio management competence (4.36), sales personnel competence (4.45) and quality of client meetings (4.39). Evli's brand was also rated as the strongest in asset management services in Finland.

Most used institutional asset manager in Finland

For the ninth year in a row, Evli is the most used institutional asset manager in Finland and a trusted partner for demanding institutional investors. Over 77% of the respondents use Evli's asset management services. Survey respondents included insurance companies, pension institutions, endowments and foundations, cities and municipalities, parish unions, universities as well as other institutional investors.

This year's strong result in the Kantar Prospera survey is a continuation of Evli's excellent track record in the latest asset management and mutual fund surveys. In the SFR Research's "Institutional Investment Services 2024" survey, institutional investors ranked Evli as the best asset manager in Finland, in the large asset managers category. In 2024, Evli also gained 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. In 2024, 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 fund analysis houses.


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

 

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