Evli ranked again as the best institutional asset manager in Finland

05.07.2017

First place in portfolio management competence, product quality and responsible investments (ESG)

For the third consecutive year, Evli was ranked as the best institutional asset manager in the recent TNS Sifo Prospera “External Asset Management Finland 2017” -survey. Evli’s overall performance score was 4.09 (scale 1-5), which was calculated by using 12 quality criteria. Evli received particular praise and was placed first overall in portfolio management competence, product quality and responsible investments (ESG).

TOP 3 asset managers and their overall performance scores (scale 1-5):

  1. Evli 4.09
  2. eQ 4.03
  3. Aktia 3.91

Evli was also the most widely used institutional asset manager among the 14 asset management companies. Over 56 percent of the respondents use Evli’s asset management services.

“Retaining the best ranking for the third year in a row is a very valuable recognition that Evli’s long-term work as an asset manager is appreciated by our clients. I am very pleased that Evli’s clients have great confidence in our portfolio management competence and mutual funds as well as appreciate our efforts in the field of responsible investments. The survey results show that our approach to asset management has laid the groundwork to even better respond to customer needs", Evli Bank's CEO Maunu Lehtimäki comments on the survey results.

In the 2017 survey conducted by TNS SIFO Prospera, Finnish institutional investors assessed the quality of 14 asset managers based on 12 quality criteria. The respondents viewed the most important criteria in selecting an asset manager to be portfolio management competence, track record, product quality and product information. Survey respondents included insurance companies, pension institutions, endownments and foundations, cities and municipalities, parish unions and other institutional investors.

Further information:
Janne Lassila, Director, Evli Bank tel. +358 9 4766 9142
Timo Hovi, Director, Evli Bank tel. +358 9 4766 9306

TNS Sifo Prospera