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...

Funds management

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

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...

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?...

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...

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...

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...

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....

Funds management

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

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...

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...

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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 6 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago