EVERGREEN

Funds management

A quarterly analysis of Australian equity funds found those with responsible investment principles were outperformed by those holding energy and materials stocks. ...

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Financial planning

A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...

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People & Products

Evergreen Consultants has launched a responsible investment questionnaire that advisers can use to help clients understand their beliefs and select RI products for their ...

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Funds management

Equity funds with high responsible investment ratings underperformed their market benchmarks in the March quarter, exposing the lack of opportunity for responsible invest...

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Funds management

Investors and financial planners need to look beyond the standard asset allocation choices towards alternatives such as credit instead of bonds if they want to beat infla...

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Funds management

The 2021 ‘Evergreen Consultants Long Term Expected Returns Framework’ report expects inflation to reset moderately higher at 2.25% over the medium to longer term while Au...

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Funds management

The Evergreen Responsible Investment Grading index grades funds across all seven different capabilities on the environmental, social and governance spectrum from screened...

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Financial planning

It aims to be the most comprehensive environmental, social and governance rating index on the market, which will help advisers better navigate responsible investment opti...

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Funds management

The loss of Boe Pahari from AMP Capital is giving rise to concerns about staff retention on its infrastructure team. ...

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Funds management

Hybrids had less risk than equities, discretionary distributions and could be converted into equity by the issuer or regulator, according to Evergreen....

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Funds management

Evergreen Consultants has launched a model portfolio designed to give investors the opportunity to invest in a tax-effective portfolio, focusing on responsible investment...

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People & Products

Evergreen Consultants is underpinning its recent growth with the appointment of industry veteran, Michael Ohlsson, as executive director and partner....

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Funds management

Just because funds score highly on sustainability does not mean it is a responsible investment fund, according to Evergreen, which has launched a new responsible investme...

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Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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Financial planning

The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios through its portfolio analytics system GreenVUE....

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MARKET INSIGHTS

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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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