Evergreen Consultants

Our Services

We provide a wide range of investment services.

Investment Consulting

Our range of services encompasses the gamut of investment consulting: from the setting of fund or model objectives to portfolio construction, ongoing investment committee meetings and reporting.

Managed Accounts

We have worked with Australia’s best platforms to provide managed account solutions to a range of clients, all with varying objectives. This work sees us utilise all of our investment consulting expertise.

Bespoke Portfolios

We use bottom-up and top-down inputs to provide our clients with bespoke portfolios that are designed to take into account their particular requirements.

We meet regularly with our clients to manage those solutions on an ongoing basis, in a collaborative manner.

Portfolio Construction

In building portfolios, Evergreen works with clients to set objectives, based on variables such as return, risk and cost. We can then build or test a Strategic Asset Allocation using advanced quantitative techniques to ensure those objectives can be met.

We take a medium to long term approach to dynamic asset allocation. In order to formulate this positioning, Evergreen’s Asset Allocation Committee meets monthly to consider both short-term developments and medium-term trends in economies and markets.

Fund and Security Selection

We undertake extensive primary due diligence on over 200 funds and managers per annum. All fund managers used by Evergreen and its clients are visited at least twice a year and over time we build a deep understanding of the manager.

Our manager research process is forward looking and has been developed based on the extensive experience of the senior members of the firm.

Portfolio Reporting and Analysis

Evergreen has developed its own internal portfolio analytics system, GreenVUE. We use this to provide portfolio reporting to our clients. It delivers simple performance reporting, client-level sales tools and advanced analysis such as attribution analysis and stress testing.

Models.

Evergreen manages its own Models, available on both the Macquarie and HUB24 platforms.

The Evergreen Advantage Series Models are available on the Macquarie platform. The Evergreen Advantage Growth model has an allocation of 100% growth assets and the Evergreen Advantage Defensive model has an allocation of 100% defensive assets. The Models began in March 2017 and a balanced combination of the Models have outperformed peers since inception.

The Evergreen Premier Series Models are available on the HUB24 platform. We offer Growth(80/20), Balanced (60/40) and Conservative (30/70) options. The Models began in October 2017 and have performed better than or in line with peers since inception.

All Evergreen models are managed by the Evergreen Investment Committee, which consists of all the investment personnel at Evergreen (Angela Ashton, David Cohen, Dr Peter Mavromatis, Shamir Popat, Max Mulholland-Licht and Andrew Radosavic) and Denis Carroll, who is an external adviser to the team.

The differentiating features of the Evergreen models include:

Access to high quality investment solutions built by experienced investment professionals
Access to the Evergreen team
Participation in all Evergreen events – our monthly Webinars and Asset Allocation meetings
Access to Evergreen communications including Monthly Economic Commentary