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.

Award-winning institutional asset management

Evli has been in top positions in Kantar Prospera's "External Asset Management Finland" survey for the past ten years.

Finland's best expertise in responsible investment

Evli has been awarded the SFR "Responsible Investment Award 2022" for the best expertise in responsible investing in asset management in Finland.

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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.