Evli's factor investing strategy becomes fully ESG compatible

Evli now offers a smarter approach to responsible investment by fully integrating ESG criteria into the investment process of the Evli Equity Factor Europe and Evli Equity Factor USA funds.

Evli was one of the first fund managers in Europe to launch factor funds in 2015. Our factor funds rely on four academically determined factors: value, low risk, momentum and quality. From the beginning we wanted to integrate a responsible investment approach in our factor funds, and we introduced a Low Carbon filter in 2017. We now want to become fully ESG compatible by integrating environmental, social and governance criteria into our factor investment process.

Applying a smarter sustainable approach to our factor funds

Evli has now taken responsibility a step further. Upstream of our stock selection, which will then be integrated into the factors that constitutes our portfolios, we add ESG filters based on a Best-in-class approach and on the exclusion of companies in the alcohol, arms, tobacco, gambling, adult entertainment and thermal coal sectors as well as companies violating UN Global Compact principles based on MSCI ESG Research analysis. This new process results in sustainable factor funds that invests only in the most responsible companies.

Read more at www.evli.com/factorfunds


For more information, please contact:

Peter Lindahl, Head of Systematic Funds, Senior Portfolio Manager, Evli Fund Management Company Ltd, tel. +358 9 4766 9317, peter.lindahl@evli.com