Evli’s primary task is to offer investment and financial services that help private persons, companies and institutions to achieve their financial goals. To achieve this target over the long term, in addition to financial factors, Evli considers the responsibility of its operations, for example through its environmental and social impacts and through human and labor rights factors. Responsible operations enable us to create long-term value and to remain competitive and successful in the changing global operating environment.
Because corporate responsibility is part of Evli’s everyday business operations, the corporate responsibility report is included in the annual report.
Evli’s future is dependent on the trust of its clients, own personnel, owners, investors and society. To maintain and strengthen this trust, Evli must be proactive, transparent, highly ethical and have responsible operations. Evli’s responsibility stems from its values: entrepreneurship, valuable relationships, integrity and continuous learning. Evli’s Ethical Code of Conduct is also based on its values. The Ethical Code of Conduct serves as a guideline in the management of client and stakeholder relationships.
Responsibility stems from Evli’s values: entrepreneurship, valuable relationships, integrity and continuous learning. These values also form the foundation for the ethical principles which direct the actions of Evli and its employees and which guide the company’s relationship with its clients and other stakeholders.
The annual report includes the responsibility report, including a GRI report.Read the annual report
The Responsible investment annual report contains the main themes and key figures of Evli Wealth Management´s responsible investments in 2018.Read the report
Evli’s key principle has always been to offer products and services that meet its clients’ needs and goals. Evli’s mission is to increase clients’ wealth according to their individual targets and its vision is to ensure that it is perceived as “Simply Unique” by offering high quality services and an unique customer experience 24/7. Trust plays a key role in order to achieve the company’s mission and vision. To earn and maintain trust, products and services are explained clearly, honestly and in accordance with valid legislation. Responsibility is emphasized in the communication and marketing of products and services by being transparent, professional and clear.
At Evli, responsible investment means that factors associated with the environment, society and good governance are integrated into the portfolio management. Evli believes that taking responsibility matters into consideration in investment decisions will increase understanding of investment objects and its future risks and opportunities better than by just
analysing financial facts.
Evli’s success is based on its employees’ professional skills and their ability to create new solutions to benefit the clients. Without motivated and committed employees, the company would be unable to implement its strategy and goals. Therefore, particular attention is paid to the hiring of employees, their personal development and maintaining motivation.
The training of employees is the responsibility of the Evli Academy, which was established in 2006. Every year the Academy organizes approximately twenty events that support the employees’ development and well-being. Evli seeks to offer its employees a good working environment that promotes their well-being at work and helps them to thrive. Job satisfaction and well-being at work are measured annually with an employee survey and in-house surveys. The results are used to continuously develop the work environment and work methods.
All employees are treated equally, irrespective of their gender,
age, ethnic or national background, nationality, language or faith. In addition, a material factor of diversity is that all employees feel they have the same opportunities to develop
and advance in their careers. Good management of diversity and work for non-discrimination can improve personnel well-being and commitment and enable employees to perform
to their full potential.
Evli is committed to taking into account both the direct and indirect environmental impact of its operations. Evli’s operations are always based on corporate governance, legislation and official regulations. Evli’s head office is located in Finland, and the company also has branch offices and subsidiaries in Sweden and the United Arab Emirates. Taxes are paid in accordance with the local legislation in each country.
Financial responsibility is fundamental to Evli’s operations. Financial responsibility means maintaining competitiveness, strong performance and good profit performance. Evli aims to be an interesting investment, both from the perspective of dividend income and increase in share value. Evli avoids unnecessary risks and concentrates on moderate, long-term growth and development. With responsible operations Evli creates long-term value for the owners and improves the ability to react to the opportunities and risks arising from economic, social and environmental megatrends.
Evli wishes to increase environmental awareness among its clients and employees and offer products and services that help to mitigate harmful environmental impacts. With continuous development of among others responsible investment practices and exploiting the opportunities offered by technology Evli can offer products and services that are less burdensome to the environment.
As a bank, Evli is responsible for preventing money laundering and funding of terrorism. The bank promotes the exposure and investigation of such activities. Evli has clear operating instructions and offer training to the entire personnel. Evli has also adopted an active role in developing the regulation and good operating practices in the industry.
Due to its entrepreneurial background and skills, Evli is able to support entrepreneurs and promote entrepreneurship in society. We have been a long-time partner of the EY Entrepreneur of the Year program that seeks to promote Finnish growth and family entrepreneurship.
Evli’s head office in Helsinki has been granted the right to use the WWF Green Office logo since 2010. We are committed to reducing the energy consumption and CO2 emissions of our offices and paying attention to the environmental impacts of waste and consumption of paper. Unnecessary traveling is avoided by favoring telephone and video meetings.