Responsible investing
Responsible investing refers to investment activities that take into consideration the environment, society and good governance. Responsibility influences the long-term potential for a company’s success and taking this into consideration in investments also produces results for the investor.
Four Pillars of Responsible Investing at Evli
Our goal is to grow our clients’ wealth in a responsible manner. For this reason, responsibility is integrated into Evli’s Wealth Management investment operations and our funds are managed in accordance with Evli's Principles for Responsible Investment.
Wealth and sustainable development together drive positive change.
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- Policies by asset classes
- Separate climate and nature principles and engagement policy
- Climate change is one of the biggest threats of our time, and we want to play our part in mitigating it through responsible investment. All of Evli's investments follow the company's Climate Change Principles.
- All of Evli’s investments adhere to the company’s climate principles.
- Climate targets
- Luotea Plc has supported Evli as an advisory partner in reviewing materials related to Evli’s climate commitment (09/2026). The review covered Evli’s climate targets and roadmap plans. Evli intends to further refine the materials as part of its ongoing development work. Additional information regarding Luotea’s advisory findings and Evli’s planned development work is available upon request.
- Internal division of responsibilities and governance model
You can find Evli’s Principles for Responsible Investment on our website under the Client Information page, section "Information and principles on sustainability risks and impacts."
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- Responsibility analysis as part of the investment decision-making
- Asset class-specific responsibility expertise
- Responsible investment team as support for portfolio managers
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- Independent discussions with companies
- Collaborative engagement and investor initiatives
- Asset class-specific engagement and active ownership
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- Comprehensive and transparent reporting at fund and client level
- Responsible Investment Annual Review overviews progress in responsible investing
Net zero asset manager by 2050
Evli's climate targets aim to make a real impact on investments, businesses and the industry.
Focus areas for responsible investing at Evli
#01
Following market changes
#02
Active ownership
#03
Developing climate and nature work
#04
Addressing human rights
#05
Evli’s responsible products
#06
Continuous ESG-integration
Sustainability risks and adverse sustainability impacts
- You can find more information about addressing sustainability risks and adverse sustainability impacts on our website under the Client Information page, section "Information and principles on sustainability risks and impacts".
- Fund-specific information on Evli's mutual funds and alternative investment funds in accordance with the EU disclosure regulation can be found on our website under the Mutual Funds and Alternative Investment Funds pages. The information is available on each fund’s own page under the “Responsibility” tab.
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“Investors can impact climate change in many ways. We help set concrete goals for climate action.”
Maunu Lehtimäki, Chief Executive Officer, Evli Plc
Responsibility reporting
We report on the responsibility of our funds and investments comprehensively and transparently.
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- Responsible Investment Annual Review 2025
- Responsible Investment Annual Review 2024
- Responsible Investment Annual Review 2023
- Responsible Investment Annual Report 2022
- Responsible Investment Annual Report 2021
- Responsible Investment Annual Report 2020
- Responsible Investment Annual Report 2019
- Responsible Investment Annual Report 2018
- Responsible Investment Annual Report 2017
- Responsible Investment Annual Report 2016
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Previous reports are included in Evli Plc’s annual reports, which can be found on the Reports & presentations page of our website.
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Quarterly responsibility reports on Evli’s equity and corporate bond funds are published publicly to increase transparency and improve industry best-practice.
You can conveniently find the responsibility reports for our mutual funds on the fund-specific pages of our website under the “Responsibility” tab.
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You can conveniently find the responsibility reports for our alternative investment funds on the fund-specific pages of our website under the “Responsibility” tab.
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Client-specific responsibility reporting covers equity and corporate bond investments. For alternative asset classes, responsibility reporting per asset class is taken into account.
The responsibility report includes, among other things:
- Responsibility scores
- Reputational risk metrics of investments and the UN Global Compact
- Measures of investment governance
- Climate metrics
- Metrics of sustainable development
- Portfolio report for fund and index investments
- Portfolio report for the largest direct investments
Commitments and investor initiatives
Explore Evli’s responsible investment commitments and investor initiatives.
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Engaging with major greenhouse gas emitters to combat climate change and attain the targets of the Paris Agreement. Evli is part of the initiative as investor supporter.
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PRI works to understand the investment implications of ESG factors and to support its investor signatories in incorporating these factors into their investment decisions. Evli reports its responsible investing activities according to PRI's reporting framework.
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CDP is an international organization that encourages companies and cities to report on their environmental impact. Evli has been an investor member in CDP since 2007 and part of CDP's investor letter engagement since 2017.
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Finsif promotes responsible investment that takes into account environmental, social and good governance considerations in financial management and investment decisions.
Read more (FI)
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PRI Advance is a stewardship initiative for investors to take action on human rights and social issues. Evli is a supporter of the initiative.
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An international initiative that brings together institutional investors to engage with companies in order to prevent and halt nature loss by 2030. Evli is a supporter of the initiative.
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TCFD is an international project in the financial sector that aims to integrate the effects of climate risks into official financial reporting. Evli reports according to TCFD's climate reporting recommendations.
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TNFD is a market-led, science-based initiative aiming to develop a reporting framework on nature for financial institutions and organisations. Evli is a member of the TNFD forum and was the first Finnish asset manager to join it.
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Evli has signed the Net Zero Asset Managers initiative, in which an international group of asset managers have committed to support the goal of net zero greenhouse gas emissions by 2050, in line with efforts to limit global warming to 1.5 degrees and support investments in line with the net zero goal.
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An international investor initiative that encourages companies to take more ambitious action to halt nature loss. The initiative focuses on engaging with one hundred companies that are significant for nature loss and biodiversity. Evli participates as part of an investor group.
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Evli’s equity and corporate bond funds have received ESG4Real certification in 2023. ESG4Real is an independently audited certification for asset managers, assessing that investment policies, processes, and reporting meet defined minimum requirements for responsible investment.
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