Pressmeddelanden, rapporter och bolagsmeddelande för Evli Oyj

Evli Plc released its financial statements bulletin for January-December 2024, highlighting a record year despite an uncertain market environment. The company reported a 17% increase in net revenue for the full year, reaching EUR 126.8 million, and a 45% rise in operating profit to EUR 58.2 million. Evli's return on equity was 34.4%, and its solvency and liquidity were strong. The Wealth Management and Investor Clients segment saw a 24% increase in net revenue in the fourth quarter, with customer assets under management rising to EUR 18.9 billion. However, the Advisory and Corporate Clients segment experienced a 59% decrease in net revenue due to changes in corporate arrangements. Evli's strategy focuses on international sales and alternative investment products, which showed positive development. The company also emphasized its commitment to responsible investing and sustainability initiatives. The outlook for 2025 remains uncertain due to geopolitical risks and economic growth concerns, but Evli expects a positive operating result.

The Shareholders’ Nomination Board of Evli Plc has made proposals for the company's Annual General Meeting scheduled for March 18, 2025. They propose the election of six members to the Board of Directors, including the re-election of current members and the addition of Niko Mokkila as a new member. Antti Kuljukka will not seek re-election. The proposed members meet the Finnish Corporate Governance Code's independence requirements, except for Robert Ingman, who is not independent of the significant shareholder Ingman Group Oy Ab. The Board members' remuneration is proposed to remain unchanged, with fees of EUR 5,000 per month for members, EUR 6,000 for Committee Chairpersons, and EUR 7,500 for the Chairperson of the Board. The Nomination Board, comprising representatives from the company's four largest shareholders, recommends evaluating the Board candidates as a whole for ensuring the best expertise and diversity. Evli Plc, a leading asset manager in Finland, emphasizes responsible investment and manages approximately EUR 18.7 billion in client assets.

Evli Plc will release its Financial Statements Bulletin for the full year 2024 on January 29, 2025, at around 11:00 am. The report will be accessible on Evli's website. The company's CEO Maunu Lehtimäki and CFO Juho Mikola will present the results to investors and analysts on the same day at 1:00 pm, either at their Helsinki office or via webcast. Interested participants need to register by January 27, 2025. The presentation will be conducted in Finnish, with English materials available afterward. Evli Plc is a leading asset manager in Finland, recognized for responsible investment practices, and manages approximately EUR 18.7 billion in client assets. The company's B shares are listed on Nasdaq Helsinki. For more details, contact Heidi Jääskeläinen, Communications & IR Manager.

Evli Plc's Board of Directors has decided to implement a new share-based incentive plan for selected key employees to align their interests with those of the shareholders and enhance the company's long-term value. The plan, covering the financial years 2025-2027, allows participants to earn series B shares based on performance criteria linked to personal financial targets and sustainability. Rewards will be distributed in four installments over approximately three years, with a one-year retention period for each installment. The plan involves a maximum of 295,000 series B shares, including a cash component to cover taxes and social security contributions. The target group includes about 27 key employees, with specific holding requirements for Executive Group members. If an employee's contract ends before reward payment, no reward will be granted. Evli Plc, a leading asset manager in Finland, employs around 270 professionals and manages approximately EUR 18.7 billion in client assets.

Evli Plc announced the launch of its new Private Equity IV fund, which focuses on investing in high-quality international private equity funds, primarily in the buyout market. The fund has already secured over EUR 75 million in commitments at its first closing, with a target size of EUR 150 million. This would make it one of the largest Finnish fund-of-funds. The fund aims to diversify investments across 10-15 different buyout funds globally, offering investors access to top-performing assets. Evli emphasizes the fund's ability to provide access to high-quality investments with low entry barriers and expects private equity returns to increase due to factors like falling interest rates. Richard Wanamo, Investment Director at Evli, highlighted the potential for growth and the importance of including private equity in investment portfolios. Evli's alternative funds, managed by a team of 38 professionals, focus on responsible investment practices, with approximately 30 alternative funds and EUR 2.8 billion in assets under management. Evli Plc is recognized as a leading asset manager in the Nordics, with a commitment to sustainable investment practices.

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.