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Showing 61 - 70 of 76 results for "Evergreen"

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
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 launches stress testing tool

ELIZA BAVIN  |  MONDAY, 8 FEB 2021
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 ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... 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 ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... 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 ...

Evergreen makes senior hires

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
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 ...

Regal named best Australian hedge fund

MARK SMITH  |  FRIDAY, 16 SEP 2016
... 358 Pty Ltd., Matthew Jeremy from Caravel Consulting Services, Daniel Liptak from Arkaba Advisors, Angela Ashton from Evergreen Consultants, as well as Kim Ivey from Vertex Capital. More than 400 attended the event at the Ivy Ballroom.

Evergreen appoints asset committee members

ALEX BURKE  |  MONDAY, 18 JUL 2016
Family office and advice-focused boutique investment consultancy Evergreen Consultants has finalised its asset allocation committee. The committee members are Evergreen co-founder Angela Ahston, former Fiji Provident Fund chief investment officer Tom ...

CalPERS names new chief executive

DARREN SNYDER  |  FRIDAY, 15 JUL 2016
... locations. Frost is a Washington native and is pursuing dual bachelors and master's degree in public administration from Evergreen State College. She will start her new role with CalPERS on October 3, 2016, replacing Anne Stausboll who retired at the ...

Treasury Group announces double digit growth for full year

ALICE URIBE  |  THURSDAY, 21 AUG 2014
... Treasury Group chairman Mike Fitzpatrick said. Treasury Group rationalised its portfolio with the sale of TAAM, merger of Evergreen Capital and the closure of Orion Australian equities. Fitzpatrick also commented on the proposed merger with Northern ...

Treasury Group's FUM up on retail inflows

ALICE URIBE  |  TUESDAY, 25 FEB 2014
... management was proactive in relation to management of TRG's portfolio including in relation to the sale of TAAM, merger of Evergreen with Freehold Investment Management and restructure of Orion." In December last year Orion Asset Management closed its ...