Institutional Asset Management

We tailor our services to your individual needs and help institutions implement their investment strategy effectively. Success is based on systematic and active investment operations. Clients benefit from our long experience and expertise in designing investment policies and strategies.

Evli ranked as the best institutional asset manager for the sixth time

Evli is once again ranked as “the Best Institutional Asset Manager” in Kantar Prospera "External Asset Management Finland 2021" -client survey.

SOME Award Evli Prospera External Asset Management 2021 FinlandThis year's strong result is a continuation of Evli's excellent track record in Kantar Prospera’s yearly institutional client survey. 

Evli is also the most widely used institutional asset manager in Finland for the fifth consecutive year. Over 66 percent of the respondents use Evli's asset management services. Read more

Evli ranked as the best institutional asset manager for the sixth time

Evli is once again ranked as “the Best Institutional Asset Manager” in overall quality assessment among 14 asset management companies, in the recent Kantar Prospera "External Asset Management Finland 2021" -client survey.

read more

Try the new My Evli Mobile!

The My Evli online service for Evli's clients is now also available as a completely new mobile app that focuses on first-class information security and user experience.

Read more

”ESG should be integrated into the daily work of every fund manager, analyst and person working at a company – not separated and outsourced to a small team”.

- Maunu Lehtimäki, CEO, Evli Bank

Read blog

Nordic Investor Podcast, the third episode out now!

Join Tomas Hildebrandt and his guests as they examine the Nordic region's changing trends and present a local perspective for global investors.

Listen here

Portfolio management

At Evli we make use of empirically proven additional sources of income that improve the portfolio’s risk-adjusted return. Our active and systematic portfolio management benefits from the use of quantitative analysis. We constantly check that our client’s objectives are being fulfilled optimally with reference to the investment risks.

Cornerstones of investment activity

  • We base our investment strategies on academic and empirical research
  • Quantitative methods and systematic investment processes also play a central role in our investment strategy
  • Investors are compensated when they invest in cyclical risk premiums. A long-term approach ensures the best possible investment return.

Added value through active asset management

  • With tactical allocation, we overweight or underweight investment classes according to the prevailing market conditions
  • We select cost-effective investments that produce better returns than market indexes in the long term
  • We diversify investments among different sources of additional return in order to improve the portfolio’s risk-return ratio.
Responsible investing

Evli's responsible investing consists of taking into account responsibility issues in investment decisions and engaging with target companies.

Responsibility

Evli's primary responsibility is to achieve the best possible return on our customers' investments. We believe that investors and companies that take account of sustainability factors will benefit in the long term. As a result, factors affecting the environment, society and governance (ESG factors) have been integrated into Evli's investment activities and portfolio management.

People

Our experts take care of your institution’s wealth in the best possible way. You can trust that we want to build long-term relationship with you.