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. ...

image
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...

image
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 ...

image
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...

image
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...

image
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...

image
Funds management

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

image
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...

image
Funds management

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

image
Funds management

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

image
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...

image
People & Products

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

image
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...

image
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 ...

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 1 hour ago