Article list

Everything from Evergreen Consultants

FY24 in review – Australian Equities and the struggle for Active Managers

From Evergreen Consultants

Over the last 12 months, the S&P ASX 200 delivered +12.1% returns (as at 30/06/2024), lagging global markets by over 8%. While that divergence in returns is disappointing at an

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13 Aug 2024

Portfolio strategies for a higher inflation environment

From Evergreen Consultants

Over the course of 2024, inflation has continued its downward trend, pushing it back to levels closer to the goals of most central banks. Nonetheless, many central banks around the

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30 Jul 2024

The case for bonds

From Evergreen Consultants

Evergreen Consultants has released what they believe to be an important new white paper entitled “The Case for Bonds”. The paper, written by Senior Consultant, Kieran Rooney, considers 120 years

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29 May 2023

Time to take a fresh look at unlisted asset risk

From Evergreen Consultants

Evergreen Consultants has called on the investment management industry to move away from a narrow focus on standard measures of risk and adopt new approaches to give superannuation fund members

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13 Oct 2022

Evergreen Responsible Growth Model fills a gap in the ESG investment market

From Evergreen Consultants

Leading investment research house SQM Research has awarded the Evergreen Responsible Growth Model a 4-star, High Investment Grade rating, assessing the multi-manager fund’s selection process as “one of the most

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27 Sep 2022

Evergreen launches industry leading Responsible Investment Client Questionnaire

From Evergreen Consultants

Evergreen Consultants has launched a Responsible Investment Questionnaire that financial advisers can use to help clients select Responsible Investment (RI) products for their investment portfolios. The RI Questionnaire builds on the

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04 Aug 2022

Evergreen backs better sustainability disclosure

From Evergreen Consultants

Evergreen Consultants endorses the Australian Securities and Investments Commission’s move to rid the superannuation and funds management industries of greenwashing. ASIC has issued an information sheet for superannuation funds and

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16 Jun 2022

Time to go alternative to beat inflationary woes

From Evergreen Consultants

Investors, retirees, and financial planners in the current market need to look beyond the standard asset allocation choices of chasing share market beta through passive equity funds and relying on

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05 Apr 2022

Move to traditional safe-haven assets to safeguard investment portfolios

From Evergreen Consultants

With underlying post-pandemic economic and market conditions, namely concurrent inflation and volatility, being an unfamiliar backdrop for investors, there is risk that the Russia-Ukraine situation won’t play out as a

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01 Mar 2022

Evergreen launches results of Quarterly Responsible Investment performance survey

From Evergreen Consultants

Key findings Quartile One Australian equity funds continue to outperform the S&P/ASX200 and lower quartiles. Performance and sustainability aren’t mutually exclusive. You can’t judge a fund by its name, mixed

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28 Jan 2022

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]