Evergreen rating highlights new venture capital prospect

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Specialist alternatives investment research firm Evergreen Ratings has assigned a “Commended” rating to the Aura Venture Fund II, highlighting Aura’s strong team of venture capital specialists. Evergreen Ratings Founder and CEO Angela Ashton says Aura Funds Management has established a strong track record with its first venture fund, Aura Venture Fund I, which has produced

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Holistic wealth advice practice celebrates 10-year anniversary

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Giles Wales, a boutique strategic, investment and tax advisory firm, has celebrated its 10-year anniversary. This marks a decade of providing advice to a range of private and multi-family office clients, not for profits and super funds, to create and preserve wealth. From the outset, Giles Wade sought to provide a holistic service offering and

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Evergreen unveils benchmark for Responsible Investment

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Leading independent investment consulting firm, Evergreen Consultants has revealed its ground breaking new Responsible Investment (RI) index, based on a unique grading system that focuses on an investment manager’s intent and actions, and not merely a set of portfolio metrics. The Evergreen Responsible Investment Grading Index (ERIG Index)[1] assigns responsible investment grades to managed funds, providing financial

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Green tick for ASIC ‘Greenwashing’ study

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Leading independent investment consulting firm, Evergreen Consultants has commended the Australian Securities and Investment Commission (ASIC) for its current research project into the extent of ‘Greenwashing’ and its actions in warning against ‘Greenwashing’[1]. Greenwashing is the practice of misrepresenting or overstating an investment fund’s commitment to ethical or socially responsible investing, or Environmental Social and Corporate Governance

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Significant opportunities remain for investors in the Australian private debt sector

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Specialist alternatives research firm Evergreen Ratings, has highlighted the increased adoption of private debt as an attractive investment asset class in its latest Ratings Report. “However, this market is increasingly diverse and growing rapidly, so it is not easy to understand its complexities,” notes Angela Ashton, founder and CEO of Evergreen Ratings. “We assess a breadth of investment

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Hybrids remain attractive alternative for income generation

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Hybrids have been a popular choice for many investors over the last decade, producing returns that have been slightly less than equity markets, but with much lower risk. Hybrids are typically issued by financial institutions, including the big banks. They are issued at floating rates and are popular with retail investors because they offer higher

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Evergreen grants “Commended” rating for Elanor Healthcare Real Estate Fund 

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Elanor Healthcare Real Estate Fund which is forecasting a distribution yield of 7.4% pa in FY2021. The unlisted property fund currently comprises four multi-tenanted healthcare focused properties, with total value of $183.45 million (as at November 2020). The fund is managed by

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Evergreen launches Australia’s first tax-effective diversified ESG investment bond

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Leading independent investment consulting firm, Evergreen Consultants has launched a new, industry first model portfolio, the Evergreen Responsible Growth Model, designed to give advisers and investors an opportunity to invest in a tax-effective, long-term Responsible Investment (RI) portfolio. The Evergreen Responsible Growth Model is a tax-effective investment bond, offered through investment bond specialist Generation Life. It is a diversified,

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Private debt sector back in focus, Evergreen Ratings assigns ‘Commended’ rating to Wentworth Williamson Stable Income Fund

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Wentworth Williamson Stable Income Fund, saying it has a “very high degree of conviction” that the Fund will deliver on its 6%-plus income target. Wentworth Williamson is a relatively new player in the growing private debt market, with a fund that specialises in funding

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Evergreen Consultants signals expansion with key senior appointments

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Highly experienced financial services industry executive Michael Ohlsson has joined Evergreen as an Executive Director and partner in the business. Lia Gunawan has also joined Evergreen as the Strategic Partnerships Manager, reporting to Ohlsson. Evergreen Consultants Founder and Director Angela Ashton says: “Evergreen is going through a significant growth phase. Our recent developments include the

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