Taaleri: Expectations ahead of the Capital Markets Day - Nordea

Taaleri will host its CMD tomorrow on Tuesday 2nd of September. We expect the company to provide additional details on the updated roadmap for the strategy period. The new strategy, released today, is based on capturing Garantia's growth potential, expansion of the Private Asset Management business, achieving attractive returns on direct investments and selective M&A. In terms of long term financial targets, the changes are minimal and closely follow pre-existing targets. More, specifically, at the CMD, we expect to hear more about the changes to distribution practices following the termination of the cooperation agreement with Aktia in June 2025, with more details around expanding the investor base outside Finland. Additionally, we expect to hear more details on the new fund pipeline, namely the Bioindustry II fund, as well as SolarWind IV fund. Lastly, we expect to hear details on Garantia and it's growth strategy. The CMD can followed here at 12:45 EEST time tomorrow.

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