Search Results | Showing 11 - 20 of 31 results for "Evergreen" |
| | Evergreen Consultants established a responsible investment index based on a grading system that focuses on an investment manager's intent and actions rather than solely on portfolio metrics. The Evergreen Responsible Investment Grading Index (ERIG Index) ... |
| | | ... research project into the extent of greenwashing in the investment management industry should be commended, according to Evergreen Consultants. "ESG or responsible investing is arguably the single largest trend in the investment universe today," Evergreen ... |
| | | ... top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have ... |
| | | ... five-year exclusive agreement to manufacture, administer and distribute its retirement income product. Most recently, Evergreen Consultants announced it is using Generation Life tax-effective structure to launch a multi-asset portfolio. Commenting on ... |
| | | Evergreen Consultants has launched a multi-asset portfolio with 18 external managers that is implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a ... |
| | | Investment advisory Evergreen Consultants has made two key senior hires, including the addition of a funds management veteran. Michael Ohlsson, former chief executive of Supervised Investments, has joined Evergreen as a partner in the business and executive ... |
| | | Evergreen Consultants has launched a portfolio stress-testing tool within GreenVUE, Evergreen's proprietary portfolio analytics system. GreenVUE will allow financial advisers to visualise their investment portfolio's risk and return characteristics ... |
| | | ... quality insights into a variety of investment vehicles, particularly targeting the ratings gap in complex products. Evergreen Ratings, a subsidiary of Evergreen Consultants, analyses closed-ended, wholesale, illiquid and listed investment products, as ... |
| | | ... financial services industry. He is also executive director of Strategic Wealth Services and non-executive director of Evergreen Consultants as well as chair of Eltham College. Houlihan said: "I have always been a passionate supporter of the SMSF sector ... |
| | | Boutique investment consulting group, Evergreen Consultants, has appointed a director and head of quantitative analysis in response to the growing demand for its services. Bronwyn Skinner has joined Evergreen Consultants as a director. She has extensive ... |
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