Coeli Asset Management: Outstanding Performance in Multi-Asset Class Management Sweden 2024

Coeli Asset Management, a Sweden-based investment organisation with nearly 30 years of industry expertise, continues to excel in delivering innovative multi-asset class solutions. Over the past two decades, it has cultivated a reputation for innovation and adaptability in public market investments. The firm employs a hybrid strategy, combining internal and external investment approaches to achieve consistent and diversified returns. A key advancement in 2023 was the integration of a quantitative layer into its investment processes, further enhancing decision-making and supporting superior performance. Coeli demonstrates exceptional agility in navigating market complexities, including strategic fixed income management and precise duration positioning, which mitigated volatility and secured strong outcomes during challenging periods. The firm’s equity strategy highlights a focus on frontier markets, benefiting from their lower valuations, growth potential, and insulation from geopolitical tensions, alongside sector-specific investments such as real estate. Its commitment to cultivating top-performing investment teams ensures continuous innovation and alignment with client goals. In addition to its multi-asset expertise, Coeli maintains a robust presence in private equity and real estate, serving a diverse clientele of institutional investors and wealth management clients. With plans to expand its investment team and strategies in 2025, Coeli is well-positioned for continued growth. The firm’s enduring focus on talent acquisition, innovative asset allocation, and client-centric solutions underscores its leadership in the investment landscape. The CFI.co Judging Panel congratulates Coeli Asset Management on winning the 2024 award for Outstanding Performance in Multi-Asset Class Management (Sweden).