Evergreen Products

Evergreen Consultants offer a broad range of products and services to financial advisers. Our aim is to provide advisers with the tools they need to deliver the best possible outcomes for their clients.
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Investment Bond

Evergreen Responsible Growth Model

Evergreen Responsible Growth Model

Evergreen is proud to have partnered with Generation Life to create the first multi-manager investment bond.

The Evergreen Responsible Growth Portfolio has been created to provide advisers and investors with the opportunity to invest in a long-term growth portfolio, designed to do more than just provide competitive investment outcomes.

This model was created for investors who care about their money being invested wisely, as well as doing good for themselves and future generations.

  • Tax optimised investment bond.
  • Responsible Investing.
  • Meet both investment and sustainability objectives.
  • Best-in-class investment managers.

ESG Investment Bond

Quantitative Analytics

GreenVUE Analytics

Scrutinise Portfolios with GreenVUE

GreenVUE is Evergreen Consultants’ proprietary portfolio analytics system that has been developed in-house.
GreenVUE has the capability to provide vast range portfolio analytics, including:
  • Performance
  • Performance Attribution
  • Wide Array of Risk Metrics
  • Equity Equivalent Exposure
  • Montecarlo Simulations
  • Style Analysis
  • Stress and Scenario Tests
GreenVUE - Quantitative Analysis

Responsible Investment (ESG)

The ERIG Index

Evergreen Responsible Investment Grading Index

Responsible Investment (RI) is an important consideration for investors everywhere. Until now, there has not been a consistent industry approach to assessing the RI characteristics of funds and portfolios.
We have solved this problem by developing a robust fund grading framework that Financial Advisers can use to build RI portfolios with confidence and ease.
There are two ratings solutions provided by the ERIG Index. The first is a quartile ranking which provides Financial Advisers with a simple way to determine a fund's RI capabilities at a glance. The second is a series of scores across the RI Spectrum which allows the Financial Advisers to effortlessly drill down into a fund's competencies.
The ERIG Index was developed using the Responsible Investment Association of Australasia's (RIAA) Responsible Investment Spectrum and the UN Principles for Responsible Investment (UNPRI) guidelines.
For more information, visit The ERIG Index website
ERIG Index

Portfolio Compass

An efficient, effective tool to better connect portfolios to client objectives

Introducing Evergreen Portfolio Compass

Portfolio Compass, developed in partnership with Portfolio Construction Forum, is a curated collection of applications, all of which serve to provide the tools that empower clients to understand and contextualise Strategic Asset Allocation.
Compass currently consists of three applications:
  • Portfolio Optimiser
  • Monte Carlo Simulator
  • Equity Equivalent Exposure
Clients can provide and test your own SAAs, or build one from scratch using the Portfolio Compass.
Click here for more information.

Contact

Contact Us

Our Address

Level 5
10 Bridge Street
Sydney NSW 2000

Our Postal Address

PO Box 552
Royal Exchange NSW 1225

ABN and AFSL

ABN 75 602 703 202
AFSL 486275

Get in touch

[email protected]
+61 409 119 233

[email protected]

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