Evisens
Evisens is a Stockholm-based, employee-owned fiduciary management (OCIO) firm serving Swedish institutional investors — pension foundations, corporate endowments, and NGOs — with strategy, manager selection, and portfolio monitoring services on a conflict-free fee model.
- Company typePrivate
- Founded2005
- HeadquartersStockholm, Sweden
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Evisens does
Evisens Securities Services AB (operating as Evisens) is a Stockholm-based fiduciary management firm that acts as an outsourced chief investment officer (OCIO) for Swedish institutional capital owners, including pension foundations, corporate endowments (e.g., Scania Group), and church endowments (e.g., Prästlönetillgångar i Strängnäs Stift, Rädda Barnen). The firm was founded in 2005 and operates with 11–50 employees, targeting institutions with at least 300 MSEK in externally managed capital. Its core offering consists of three integrated service modules — Strategy (individualized portfolio framework), Investment (manager selection with pooled procurement), and Follow-up (continuous evaluation and reporting) — supported by a proprietary web-based portfolio tracking platform and a secure customer portal. The firm also offers dedicated Sustainability Services with SFDR-compliant PAI reporting.
The business model is professional-services-based: Evisens charges fees as a fiduciary manager and receives no commissions from third parties or proprietary product providers, structurally eliminating the conflicts of interest embedded in traditional Swedish bank and asset-manager relationships. The firm is fully employee-owned (personalägt), holds full Swedish securities firm licenses under the Securities Market Act (order reception, investment advice, portfolio management, custody), and operates exclusively within Sweden under a Nordic geographic footprint. Pooled procurement across the client base delivers documented fee reductions of 71% (equities), 68% (fixed income), and 34% (alternatives), and the firm has held the #1 position in the Kantar Sifo Prospera customer satisfaction survey for Swedish institutional asset management advisors for five consecutive years (2020–2024).
Evisens firmographics
Firmographics- Name
- Evisens
- Legal name
- Evisens Securities Services AB
- Website
- https://evisens.se
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Evisens is a Stockholm-based, employee-owned fiduciary management (OCIO) firm serving Swedish institutional investors — pension foundations, corporate endowments, and NGOs — with strategy, manager selection, and portfolio monitoring services on a conflict-free fee model.
- Ownership category
- akta.pro rank
Evisens industry classification
Industry- Product category
- Fiduciary Management / Institutional Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- OCIO Providers (Outsourced CIO) (FSAAAGAH)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Evisens is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices1 record
Markets served
Evisens business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fiduciary Management / OCIO Services: Evisens acts as an investment department for institutional capital owners, providing strategy development, investment manager selection, and ongoing portfolio monitoring. Revenue appears to be generated through professional services fees for fiduciary management advisory, likely on a retainer or AUM-linked basis given the institutional nature of the client base.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Evisens product offering
Product offeringCore offering
Evisens operates as a fiduciary management (OCIO) firm that acts as the dedicated investment department for Swedish institutional capital owners. The company delivers an integrated service covering individualized investment strategy development, fund manager selection with pooled procurement to lower management costs, and ongoing portfolio monitoring and reporting. Services are delivered through a web-based portfolio platform and customer portal, supported by full Swedish securities licenses for order reception, investment advice, portfolio management, and custody.
Product overview
Evisens operates as a fiduciary management (OCIO) firm offering a unified platform with four integrated service modules: Strategy (individualized portfolio framework), Investment (fund manager selection with pooled procurement), Follow-up (continuous monitoring and reporting), and Sustainability services. The company also provides a web-based portfolio platform and customer portal as supporting tools. Evisens Securities Services AB holds full securities licenses for order reception, investment advice, portfolio management, and custody. The model is distinguished by its independence from fund/product suppliers, employee ownership, and evidence-based investment philosophy grounded in academic research.
Differentiator
Problem solved
Functional benefit
Products and services
- Fiduciary Management Services (OCIO)
Quantifiable outcome
- 71% reduction in equity fund fees through pooled procurement
- +3 more outcomes
Companies that use Evisens
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
Evisens technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Evisens partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights3 records
Evisens competitors and assessment
Company assessmentDirect peers
- Mercer: Mercer is the global market leader in OCIO/fiduciary management for pension funds, endowments, and foundations, providing strategy, manager selection, and monitoring on a conflict-free basis - the same end-to-end OCIO model Evisens executes for Swedish institutional clients.
- Cambridge Associates: Cambridge Associates is a pioneer of outsourced investment management for endowments, foundations, and pension plans, offering discretionary portfolio management and manager research with a fiduciary structure comparable to Evisens' Swedish institutional offering.
- NEPC: NEPC is an independent investment consulting and OCIO firm serving pensions, endowments, and foundations with full discretionary portfolio management, directly comparable to Evisens in terms of client type and outsourced CIO service model.
- Meketa Investment Group: Meketa is an independent investment consulting and OCIO firm serving public pensions, corporate plans, endowments, and foundations, providing the same strategic allocation, manager research, and monitoring suite as Evisens but at greater scale in the US market.
- Marquette Associates: Marquette Associates provides institutional investment consulting and OCIO services to pension funds, endowments, and foundations, with an asset-allocation and manager-selection workflow that closely mirrors Evisens' strategy, investment, and follow-up modules.
- Cardano: Cardano is an independent, staff-owned fiduciary management and investment advisory firm serving primarily UK and Dutch pension schemes, the closest European structural analogue to Evisens in terms of ownership model and OCIO positioning.
- Verus Investments: Verus is an independent OCIO and investment consulting firm advising pensions, endowments, and foundations, offering discretionary portfolio management with a comparable conflict-free, research-driven philosophy to Evisens.
- Lane Clark & Peacock (LCP): LCP is a UK-based independent actuarial and investment consulting firm offering fiduciary management and OCIO services to pension schemes, structurally aligned with Evisens' pure-play, independent investment advisory offering.
Broad incumbents
- Aon (Investment Solutions): Aon's Investment Solutions division offers OCIO and fiduciary management to institutional pensions and foundations as part of a broader risk, health, and benefits consulting franchise, competing with Evisens for the same institutional mandates but with significantly broader resources.
- Russell Investments: Russell Investments is a global multi-asset manager and OCIO provider with both proprietary funds and outsourced CIO offerings, a comparable but broader product mix than Evisens and a competing alternative in the institutional advisory market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Evisens social profiles
Digital presenceEvisens compliance and trust
Trust signalCompliance3 records
Evisens financial estimates
Financial estimateRevenue estimate
Valuation estimate
Evisens leadership team
Management profileNumber of profiles
Profiles3 records
Evisens funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Evisens M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Evisens
What does Evisens do?
Evisens operates as a fiduciary management (OCIO) firm that acts as the dedicated investment department for Swedish institutional capital owners. The company delivers an integrated service covering individualized investment strategy development, fund manager selection with pooled procurement to lower management costs, and ongoing portfolio monitoring and reporting. Services are delivered through a web-based portfolio platform and customer portal, supported by full Swedish securities licenses for order reception, investment advice, portfolio management, and custody.
Is Evisens a public or private company?
Evisens is a private company. It is classified as management employee owned and is currently operating.
When was Evisens founded?
Evisens was founded in 2005. It employs 11 to 50 people.
Where is Evisens based?
Evisens is headquartered in Stockholm, Sweden, in the Europe region.
How does Evisens make money?
One revenue line is on record: fiduciary Management / OCIO Services.
Who are Evisens's main competitors?
Direct peers on record are Mercer, Cambridge Associates, NEPC, Meketa Investment Group, Marquette Associates, Cardano, Verus Investments and Lane Clark & Peacock (LCP). Broad incumbents are Aon (Investment Solutions) and Russell Investments.
Does Evisens have an API?
No public API is recorded for Evisens.
What industry is Evisens in?
Evisens's product category is Fiduciary Management / Institutional Investment Advisory. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.