Return potential of active management combined with cost levels closer to passive management.


Factors with a robust academic foundation have outperformed
markets, thus producing alpha for the patient investor.


ESG integrated into investment process.


Suitable for the core part of the equity portfolio, as well as
tactical asset allocation.

Combining active and passive investing

  • Lower fees than a traditional fund – active returns at a lower cost.
  • Factor portfolios offer better diversification than traditional market indices – less stock specific risk and broader diversification among large, mid and small caps.

  • Read more about factors →

Strong performance

  • Academic research shows robust evidence that factors offer high expected returns in the long run.

  • Factor funds have a lower total cost structure than traditional active management - resulting in higher net-of-fees performance.

A smarter sustainable approach

Best-in-class ESG approach – investments only in most responsible companies.

Excluding companies producing alcohol, weapons, tobacco, gambling, adult entertainment and thermal coal.

Excluding companies violating UN Global Compact principles based on MSCI ESG as well as MSCI red flags excluded.

Quarterly ESG reports on responsibility, ratings and violations.

Read more about ESG and Factors →

Nordic factor investing pioneer

  • Evli was among the first fund managers in Europe to launch factor funds
  • Evli’s factor investing philosophy is based on a robust academic foundation.
  • Experienced factor team of 3 persons with a total of 40 years in the industry and a strong quantitative background
  • Peer group comparison puts Evli Equity Factor Europe among top multi-factor funds in Europe over 3 years*

Morningstar 4Star_Seal_OverallRating

*Source: Evli, Bloomberg, Morningstar 31.5.2016-31.5.2019. As at 30.8.2019, Evli Equity Factor Europe holds a 4-star Morningstar rating for its 3-year performance.

factory brochure prosessikuva@4x

Evli Equity Factor Europe / Evli Equity Factor USA



More information:

2-pager → 

Europe fund →

USA fund →

Factor investing →

How to subscribe

 Contact us for subscription details. 

Risk factors to be considered

The main risk is equity market risk.

Other risk factors are liquidity risk and management risk.

The investor is urged to view the Key Investor Information Document and the fund prospectus for a detailed view of the risks to which the fund is exposed.

Portfolio managers

Peter Lindahl

Lindahl Peter_400x400
Senior Portfolio Manager

Antti Sivonen

Senior Portfolio Manager

Mattias Lagerspetz

Portfolio Manager

Professional investors only

Important Information - By clicking accept you acknowledge that you have read and understood the important information below.

Evli Fund Management Company Ltd is a Nordic fund management boutique established in in 1989 focusing on institutional investors. Our investment process is systematic and characterized by both quantitative methods and qualitative assessments. Rigorous discipline ensures repeatability of the investment process. Our Funds are actively managed with a long-term perspective. On average, senior portfolio managers have worked at Evli for 10 years and have 20 years’ industry experience.

Evli Fund Management Company has an authorization to operate UCITS and alternative investment fund management (AIFM) activities in Finland and its operations are supervised by the Finnish Financial Supervisory Authority. Evli’s website is not intended for persons resident in countries where such activities have not been authorized by law. Evli requires that all persons accessing to site website familiarize themselves with these kinds of restrictions and comply with them. The contents on Evli’s webpages are for information only and cannot be in any case construed as an offer to sell or subscribe to any product in a jurisdiction in which the making of such an offer would be illegal.

The information in this site is intended for Professional Investors only and must not be used or relied upon by private investors. Please note that all information on this Site is available in English only.

Categories of clients who are considered to be professionals:

1. Entities authorised to participate on the financial markets
2. Large undertakings meeting two of the following three requirements:

  • a balance sheet total pursuant to the balance sheet equivalent to not less than EUR 20 000 000;
  • net turnover pursuant to the balance sheet equivalent to not less than EUR 40 000 000; and
  • shareholders´ equity pursuant to the balance sheet equivalent to not less than EUR 2 000 000

3. Countries, regions, national and regional authorities, public bodies that manage public debt, central banks and the European Central Bank, the World Bank, the International Monetary Fund and other similar international and supranational organisations,
4. Institutional investors other than those above whose main activity is to invest in financial instruments, including undertakings dedicated to securitizing of assets or other financial transactions.

By accessing this Site you agree to be bound by the following Terms and Conditions (pdf) as well as our Cookie and Privacy Policies.