Pressmeddelanden, rapporter och bolagsmeddelande för Evli Oyj

Evli Fund Management's Head of Fixed Income, Juhamatti Pukka, highlights the potential in the fixed income market as the European Central Bank (ECB) is expected to continue cutting rates through 2025. This environment supports fixed income investments, offering opportunities for returns and diversification within a balanced portfolio. Despite falling interest rates, which began to decline in mid-2024, investors can still benefit from the current rate environment, which supports economic growth without excessive risk-taking. Pukka emphasizes the importance of diversification in managing risks such as interest rate, credit, and liquidity risks. He notes that high-yield funds and Nordic corporate bonds are attractive options, and emphasizes the long-term nature of fixed income investing. The press release also mentions Evli's new podcast, "Kaikki Koroista," which provides insights into fixed income investing. Evli Plc, a leading asset manager in Finland, integrates responsible investing in its services and manages approximately EUR 18.7 billion in client assets.

Evli Plc's interim report for January to September 2024 highlights a solid third quarter despite an uncertain business environment. The company strengthened its market position, supported by a diverse product range and customer base. The report notes a significant increase in operating profit compared to the previous year, with a three percent rise in the third quarter to EUR 10.5 million. The Wealth Management and Investor Clients segment saw a six percent revenue increase, while the Advisory and Corporate Clients segment experienced a 63 percent decrease due to a corporate restructuring. The report emphasizes positive developments in international sales and alternative investment products. Evli continued its commitment to responsible investing, participating in initiatives like Nature Action 100 and signing the 2024 Global Investor Statement on the Climate Crisis. Evli Plc manages approximately EUR 18.7 billion in client assets and employs around 270 professionals. The company's B shares are listed on Nasdaq Helsinki.

Evli Plc announced it will release its Interim Report for January-September 2024 on October 25, 2024, at 2:00 pm. The report will be accessible on their website. CEO Maunu Lehtimäki and CFO Juho Mikola will present the report to investors and analysts at 3:00 pm on the same day at Aleksanterinkatu 19, Helsinki, and via webcast. Participants must register by October 23, 2024. The presentation will be in Finnish, with English materials available afterward. Evli Plc is a leading Nordic asset manager with approximately EUR 18.7 billion in client assets and is recognized for its responsible investment practices. Evli's B shares are listed on Nasdaq Helsinki. More details are available at www.evli.com.

Evli Plc announced that its Corporate Bond fund is celebrating its 25th anniversary this year. Launched on September 14, 1999, it was the first Finnish fund to provide access to the European corporate bond market. The fund, managed by Mikael Lundström since its inception, focuses on euro-denominated bonds from European companies and has consistently delivered stable returns through careful analysis and diversification. Over the years, the fund has received various industry awards and high rankings from Morningstar. Evli's fixed income team has expanded to ten specialists, managing approximately 6 billion euros in corporate bonds. The fund's enduring strategy has earned it recognition and contributed to Evli being named the best fixed income house in Europe. Evli Plc, listed on Nasdaq Helsinki Ltd, manages around EUR 18.7 billion in client assets and is renowned for its responsible investment practices.

Evli Plc announced its financial reporting schedule for 2025. The Annual Report for 2024 will be available on their website on February 18, 2025, and the Annual General Meeting is planned for March 18, 2025, in Helsinki. Evli observes a 30-day silent period before releasing financial reports. Evli Plc is a leading asset manager in Finland and the Nordics, known for its responsible investment practices. The company manages approximately EUR 18.7 billion in client assets and employs around 300 professionals. Evli Plc’s B shares are listed on Nasdaq Helsinki Ltd. For more information, visit www.evli.com.

Evli Private Capital Fund I is Finland's first thematic growth equity fund focused on minority investments, targeting a size of EUR 70 million and aiming to invest in 5-8 companies in Finland and Sweden with investment sizes ranging from EUR 8-15 million. The fund intends to capitalize on the green transition, driven by global climate change investment needs estimated at $100-150 trillion by 2050. The fund will focus on sustainable development themes such as energy sector transformation, resource efficiency, and the circular economy. The investment team, led by Kalle Kekkonen and Kia Aejmelaeus, has experience in private equity investments in growth companies promoting sustainable development. The fund positions itself between early-stage Venture Capital and later-stage Buyout funds, providing not only capital but also strategic support to its portfolio companies. Evli emphasizes responsible investment principles, integrating sustainability analysis and promoting environmental and social characteristics in accordance with Article 8 of the SFDR. Evli Group, with around 300 professionals and approximately EUR 18.7 billion in client assets under management, is recognized for its expertise in responsible investment and asset management services in the Nordic region.

Evli Plc announced the composition of its Shareholders’ Nomination Board, with the four largest shareholders appointing members based on the shareholders’ register as of the last business day of August. Henrik Andersin was elected as Chairperson. The Nomination Board was established by the Annual General Meeting on March 14, 2024, to draft and present proposals regarding the Board of Directors' remuneration, number of members, and candidates for the Board to the Annual General Meeting and any Extraordinary General Meetings as needed. The Board will submit its proposals for the 2025 Annual General Meeting by January 31, 2025. The term for the current Nomination Board members will end upon the appointment of new members in 2025. Evli Plc, a leading asset manager in Finland, emphasizes responsible investing and has approximately EUR 18.7 billion in client assets under management.

Evli Plc released its Half Year Financial Report for January-June 2024, highlighting positive development across all business areas despite a challenging market environment marked by geopolitical risks, inflation fears, and economic growth concerns. Key financial performance indicators for the period show an 11% increase in net revenue to EUR 29.3 million and a 24% rise in operating profit to EUR 12.1 million. The Wealth Management and Investor Clients segment saw a 16% increase in net revenue to EUR 24.1 million, with managed client assets growing to EUR 18.7 billion. Conversely, the Advisory and Corporate Clients segment experienced a 60% decrease in net revenue to EUR 2.0 million due to corporate restructuring. CEO Maunu Lehtimäki noted strong economic growth in the United States and subdued growth in Europe. The report also mentioned the geopolitical tensions and their impact on market sentiment. Evli's strategic initiatives, including international sales and alternative investment products, showed mixed results, with net redemptions by international clients totaling EUR 30 million and sales of alternative investment products reaching EUR 82 million. Evli's commitment to responsible investing continued, with engagements in various sustainability initiatives. The company remains optimistic about its growth prospects and expects operating profit to significantly exceed the previous year's level.

Evli Plc will release its Half Year Financial Report for January-June 2024 on July 15, 2024, at approximately 2:00 pm. The report will be available on the company's website. CEO Maunu Lehtimäki and CFO Juho Mikola will present the report to investors and analysts on the same day at 3:00 pm, either in person at Aleksanterinkatu 19, Helsinki, or via webcast. Participants must register by July 11, 2024. The presentation will be in Finnish, with English materials available afterward on the website. For more information, contact Communications Manager Heidi Jääskeläinen. Evli Plc is a leading asset manager in Finland, recognized for its responsible investment expertise. The company manages approximately EUR 18.5 billion in client assets and is listed on Nasdaq Helsinki Ltd.

Evli Plc announced a transaction involving Antti Kuljukka, a member of the board, on May 29, 2024. Kuljukka acquired 1,560 shares of Evli Plc at a unit price of 19.45 EUR each on Nasdaq Helsinki Ltd. The aggregated transaction volume was 1,560 shares with a volume-weighted average price of 19.45 EUR. For additional information, contact Heidi Jääskeläinen, Communications Manager at Evli Plc. Evli Plc is a Nordic wealth management firm managing approximately EUR 18.5 billion in client assets, and its B shares are listed on Nasdaq Helsinki Ltd.