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...

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

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

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...

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...

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

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...

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

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

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

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

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...

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 ...

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