Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 22 results for "Evergreen"

Regulation, industry to curb greenwashing

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
... attention to the need to ensure proper regulatory oversight of the funds management industry to prevent greenwashing," Evergreen Consultants director Michael Ohlsson said. "The report noted the pressure to be 'greener' introduces the temptation for funds ...

Evergreen launches RI index

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
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) ...

Greenwashing scrutiny needed: Evergreen

ELIZABETH MCARTHUR  |  FRIDAY, 23 JUL 2021
... 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 ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... 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 ...

Generation Life awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... 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 partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
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 ...

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 ...
PAGE:
1
PREVIOUS
NEXT