Portfolio management

Evlin allokaatiotiimi

The client’s assets, objectives and limitations guide the investment strategy and portfolio management.

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.

 

Our partners

Evli cooperating partners