Top positions again for Evli in SFR Institutional Client Survey

Evli has been awarded the “Gold Award” for excellence in asset management services and ranked second in terms of overall quality in the recent institutional asset management survey by SFR* among large asset management companies. Evli was also the market leader and the most widely used institutional asset manager in Finland. In addition, Evli was awarded the “Responsible Investment Award” for the best responsible investment (ESG) expertise in Finland. This year’s strong results in the SFR survey are a continuation of Evli’s excellent track record in institutional asset management client surveys.

SFR Gold award

In the SFR survey, Finnish institutional investors assessed the quality of 18 asset managers based on 11 quality criteria, such as investment performance, investment process, resources, and ESG integration. This year, Evli was ranked second in terms of overall quality among large asset management companies. Evli’s overall performance score was 3.93 (scale 1-5). Survey respondents included insurance companies, pension institutions, endowments and foundations, cities and municipalities, parish unions, universities and other major institutional investors.

The "Responsible Investment Award" was once again rewarded to Evli for having the best expertise in responsible investing (ESG) in Finland. Responsible investing refers to the integration of the environmental issues, social responsibility and good governance in investment activities.

"We would like to express our deep gratitude to our clients for their feedback on our work on responsible investing. Over the past year, we have continued to work actively on issues such as climate change, as well as paying attention to social responsibility and biodiversity issues. We will continue to actively develop our responsible investment activities, listen to our clients' needs on responsibility, and thus continue to offer Finland’s best expertise in responsible investing," says Petra Hakamo, Evli's Head of Sustainability.

This year's strong result is a continuation of Evli's excellent track record in institutional asset management client surveys. In the SFR survey, Evli has been ranked first in overall quality in 2018, 2017, 2016 and 2015, and ranked second in 2022, 2021, 2019 in Finland. In the KANTAR Prospera survey**, Evli has been ranked first in overall quality in 2021, 2019, 2018, 2017, 2016 and 2015, and second in 2022, 2020, 2014, 2013 in Finland.

"Warm thank you to our clients for once again providing very valuable feedback and responding to the survey, which will help us to improve our activities. Institutional clients, who have used our services over the long-term, clearly value the know-how of Evli’s experienced and committed personnel. We offer a broad and high-quality range of services and products for example in alternative investments, our clients have access to the world's leading specialist funds, in asset classes such as private equity, private debt, infrastructure and forestry. We also actively assist institutional clients in planning their own investment strategy with the best tools available, based on academic research and empirical analysis," says Kim Pessala, Head of Institutional Clients at Evli.


For more information, please contact:

Kim Pessala, Head of Institutional Clients, Evli Plc, Tel: +358 9 4766 9141, kim.pessala@evli.com

Timo Hovi, Director, Evli Plc, Tel: +358 9 4766 9306, timo.hovi@evli.com 

* SFR Scandinavian Financial Research, “Institutional Investment Services Finland, Competitive Positioning Report, Investment Services Combined, Average of all Criteria, Large Asset Managers”, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022.

** KANTAR Prospera ”External Asset Management Finland”; 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021,2022.