Evli’s primary task is to offer investment and financial services that help private persons, companies and institutions to achieve their financial goals. To achieve this target over the long term, in addition to financial factors, Evli considers the responsibility of its operations, for example through its environmental and social impacts and through human and labor rights factors. Responsible operations enable us to create long-term value and to remain competitive and successful in the changing global operating environment.
We have integrated ESG-factors into our Wealth Management’s investment operations and our funds are managed in accordance with Evli’s Principles for Responsible Investment.
Evli’s future is dependent on the trust of its clients, own personnel, owners, investors and society. To maintain and strengthen this trust, Evli must be proactive, transparent, highly ethical and have responsible operations. Evli’s responsibility stems from its values: entrepreneurship, valuable relationships, integrity and continuous learning. Evli’s Ethical Code of Conduct is also based on its values. The Ethical Code of Conduct serves as a guideline in the management of client and stakeholder relationships.
Responsibility stems from Evli’s values: entrepreneurship, valuable relationships, integrity and continuous learning. These values also form the foundation for the ethical principles which direct the actions of Evli and its employees and which guide the company’s relationship with its clients and other stakeholders.
Responsibility is at the core of Evli's strategy and is based on transparency and openness. Find out how Evli implemented responsible investing in 2022.Read the Annual Report
Corporate responsibility is part of Evli's everyday business operations. The corporate responsibility report is published as a part of the annual report and as a separate report.Read the report
Evli's mission is to increase clients’ wealth sustainably according to their individual targets. At Evli, responsible investment means that factors associated with the environment, society and good governance are integrated into the portfolio management. Evli believes that taking responsibility matters into consideration in investment decisions will increase understanding of investment objects and its future risks and opportunities better than by just analysing financial facts.
As an employer, we are committed to creating responsible and high-quality work-life experiences for our employees and job seekers. Fairness, which encompasses equality, non-discrimination and diversity, is an integral part of Evli’s responsibility. At Evli, each business unit is responsible for ensuring that responsibility issues are taken into account in their daily work and that all employees are implementing responsibility into practice.
Evli is committed to taking into account both the direct and indirect environmental impact of its operations. Evli’s operations are always based on corporate governance, legislation and official regulations. Evli’s head office is located in Finland, and the company also has branch offices and subsidiaries in Sweden and the United Arab Emirates. Taxes are paid in accordance with the local legislation in each country.
Financial responsibility is fundamental to Evli’s operations. Financial responsibility means maintaining competitiveness, strong performance and good profit performance. Evli aims to be an interesting investment, both from the perspective of dividend income and increase in share value. Evli avoids unnecessary risks and concentrates on moderate, long-term growth and development. With responsible operations Evli creates long-term value for the owners and improves the ability to react to the opportunities and risks arising from economic, social and environmental megatrends.
Evli wishes to increase environmental awareness among its clients and employees and offer products and services that help to mitigate harmful environmental impacts. With continuous development of among others responsible investment practices and exploiting the opportunities offered by technology Evli can offer products and services that are less burdensome to the environment.
Evli is responsible for preventing money laundering and funding of terrorism, and promotes the exposure and investigation of such activities. Evli has clear operating instructions and offer training to the entire personnel. Evli has also adopted an active role in developing the regulation and good operating practices in the industry.
Due to its entrepreneurial background and skills, Evli is able to support entrepreneurs and promote entrepreneurship in society. We have been a long-time partner of the EY Entrepreneur of the Year program that seeks to promote Finnish growth and family entrepreneurship.