The client’s assets, objectives and limitations guide the investment strategy and portfolio management.
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:
Chief Strategist, Ph.D. (Economics)
Joined Evli in 2011 and has over 10 years experience in the investment sector.
Senior Portfolio Manager, B.Sc. (Econ. & Bus. Adm.)
Joined Evli in 2000 and has over 20 years experience in the investment sector.
Chairman of allocation team, Senior Portfolio Manager, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 2000 and has over 25 years experience in the investment sector.
Head of Institutional clients, M.Sc., (Econ. & Bus. Adm.)
Joined Evli in 1995 and has nearly 25 years of experience in the investment sector.
Chief Investment Officer, M.Sc. (Econ. & Bus. Adm.)
Joined Evli in 1995 and has over 35 years of experience in the investment sector.
As the value of mutual funds may rise or fall, it is not certain that you will always get back the invested assets. Past performance is not a guarantee of future returns.
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Currently no Evli funds are registered for distribution in Belgium. If you are a Belgian professional investor and interested in some Evli funds, please contact us at fundinfo(a)evli.com