evergreen consultants

Funds management

Australian equities funds with high responsible investment credentials have lost money for a second consecutive quarter thanks to the outperformance of energy stocks, acc...

Funds management

Greenwashing a ‘plague’ on industry: IMF

The International Monetary Fund has called on regulators to act on greenwashing as it says misleading environmental claims plague the industry....

Features

Funding a sustainable world

Solving today’s sustainability challenges will be funded by debt, writes Chris Dastoor, meaning it is worth investors considering ESG in their fixed income allocations. ...

Financial planning

Are managed accounts facing a barrier?

Over 70% of advisers are using or plan to use managed accounts, but advisers aren’t following through on maximising clients’ funds in them, according to Evergreen Consult...

Tools & guides

The role of top-down analysis in responsible investing

There are two approaches to responsible investing, top-down and bottom-up, writes Angela Ashton, but how they do differ and is one preferable to the other?...

Funds management

Cyclical recovery to spur growth: Evergreen Consultants

Recovery is expected to be boosted with access to the vaccine, however, stagnant wage growth may hurt overall demand. ...

Funds management

Bonds income strategies harder to justify

Typical income strategies based on bonds became harder to justify as interest rates ground lower and investors were forced up the risk curve, toward corporate bonds, high...

People & Products

Evergreen Consultants signs three new clients

Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....

Features

Managed Accounts – where to from here?

Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....