Evergreen Consultants

Amidst more reports of the death of the traditional 60/40 portfolio, investors will need to shift towards alternatives to make up the shortfall. It’s time for investors to move heavily into alternatives, according to Evergreen Consultants. Angela Ashton, the firm’s founder and director, says investors should explore the alternatives sector more broadly, including gold, commodities,…

Evergreen Consultants has teamed with Generation Life for the launch of an ESG-orientated multi-manager investment bond, believed to be an industry first. The bond follows a model portfolio developed by Evergreen, called the Responsible Growth Model. The research and ratings firm says the model was created to provide advisers and investors with a long-term portfolio…

Michael Ohlsson has become a shareholder and executive director of Evergreen Consultants, the wholesale specialist asset advisory, ratings and research business co-founded by Angela Ashton in 2016. The firm has expanded rapidly in the past five years, last year launching a separate subsidiary to concentrate on ratings and research for non-mainstream products and managers, which…