Portfolio management

The client’s assets, objectives and limitations guide the investment strategy and portfolio management.

Cornerstones of the investment strategy

We base our investment strategies on academic and empirical research, and analyze and test ideas by quantitative means. We identify market trends and instances of mispricing, and systematically profit from them. We employ a long-term approach that allows investors to benefit from additional income sources. We use quantitative analysis to select the investments that best suit the chosen strategies. We constantly review asset class weightings in order to improve risk-adjusted returns.

The allocation team decides:

  • weightings between equity and fixed income securities and between different fixed income classes
  • the geographical weightings between equities
  • the investment themes within and between the investment classes.

Best institutional asset manager in Finland

Best in portfolio management competence, track record and responsible investments (ESG) in KANTAR SIFO Prospera’s client survey.

Read more

Allocation team

tomashildebrandt_200x200

Tomas Hildebrandt

Senior Portfolio Manager, Market Strategist, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 1996 and has nearly 25 years of experience in the investment sector

eijakoskimies_200x200

Eija Koskimies

Head of Equities, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 1999 and has over 25 years of experience in the investment sector

peterlindahl_200x200

Peter Lindahl

Chairman of allocation team, Senior Portfolio Manager, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 2000 and has over 20 years experience in the investment sector

mikaellundstrom_200x200

Mikael Lundström

Chief Investment Officer, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 1996 and has over 20 years of experience in the investment sector

kimpessala_200x200

Kim Pessala

Head of Institutional clients, M.Sc., (Econ. & Bus. Adm.)
Joined Evli in 1995 and has nearly 25 years of experience in the investment sector

Sevon-Jari_200x200

Jari Sevón

Chief Investment Officer, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 1995 and has over 25 years of experience in the investment sector