ANGELA ASHTON

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

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

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...

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Tools & guides

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?...

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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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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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Funds management

The asset class is one of the few asset classes where the skillset of the manager could actually demonstrate the ability to preserve investor capital, according to Evergr...

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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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Funds management

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

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Funds management

New research house, Evergreen Ratings, will look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund man...

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Funds management

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...

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People & Products

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

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MARKET INSIGHTS

GG

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

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

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