"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

What We Do.

Evergreen Consultants is an independent investment consulting business, working with financial advisory firms to provide a range of bespoke investment solutions designed to deliver flexibility, efficiency and an enhanced client experience.

We provide traditional end to end investment consulting services: fund and security selection, asset allocation, portfolio construction, investment committee participation and management and reporting and analytics services. We can offer these services to build solutions on a variety of platforms, including managed accounts.

Our clients include small institutions and high quality independent financial advisers.

Who We Are.

We have over 170 years of investment experience drawn from investment consulting, funds management and investment banking, both in Australia and overseas. With a team of experienced investment professionals, well defined investment processes and robust proprietary analytical systems, Evergreen is well positioned to assist our clients in meeting their business and investment objectives.

Founded in 2016 by industry veterans, Evergreen is now recognised as one of the pre-eminent providers of investment consulting services in Australia. This is evidenced by the business’ success in winning clients and growing its presence in the financial services market.

Our success is based on the close relationships we have with clients. Our work is highly bespoke. We listen to clients and take the time to understand their particular needs. We then work collaboratively to set objectives and deliver outcomes.

In the short time since Evergreen’s inception, the business has become well known to independent financial planners, small institutions, platforms, and fund managers alike.

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

The Team.

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Angela Ashton
Founder & Director

Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets.

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Michael Ohlsson
Director

Michael joined Evergreen in April 2021, bringing to the firm a wealth of experience across the financial services industry.

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David Cohen
Senior Analyst

David joined Evergreen in early 2019. He has 20 years of industry experience.

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Shamir Popat
Senior Analyst

Shamir has 12 years of industry experience and joined Evergreen in November 2020.

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Max Mulholland-Licht
Analyst

Max joined Evergreen in early 2017.

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Andrew Radosavic
Analyst

Andrew has been with Evergreen since June 2018.

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Kip Xu
Quantitative Analyst

Kip has six years experience in financial services including at firms such as BNP Paribas, primarily in quantitative analysis.

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Sahir Nagpal
Analyst Programmer

Sahir manages and maintains IT along with providing quantitative support.

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Dr Peter Mavromatis
Consultant

Mav joined Evergreen in late 2018 and has over 20 years experience across the financial services spectrum.

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Lia Gunawan
Strategic Partnerships Manager

Lia joined Evergreen in February 2021 with over 20 years’ experience in financial services.

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Dr. Kingsley Jones
Asset Allocation Committee

Kingsley became an independent member of the Evergreen Asset Allocation Committee at its inception in late 2016.

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Stephen Duchesne
Asset Allocation Committee

Stephen became an indepedent member of the Evergreen Asset Allocation Committee at its inception in late 2016.

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Tom Paterson
Intern

Tom joined Evergreen in 2020 and works part-time with the team.

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Xavier O'Keefe
Intern

Xavier is acting as an intern.

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Alex Myers
Intern

Alex works as a part-time intern at Evergreen

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Denis Carroll
Advisory Board

Denis established Airservices Australia’s AvSuper Superannuation Fund and led it for 15 years before entering the funds management industry in 2005.

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Michael Houlihan
Advisory Board

Michael has more than 30 years experience in superannuation and financial services.

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GreenVUE.

GreenVUE is Evergreen’s proprietary reporting and portfolio analytics tool. It offers our clients access to all of our internal fund and asset allocation research, as well as reporting and analytics. Our portfolio analysis includes performance attribution, stress testing and scenario testing.

ESG

Evergreen has developed it's own Responsible Investing analytics, the Evergreen Responsible Investing Grade Index (ERIG Index), available within GreenVUE. This tool allows clients to see how ‘green’ their portfolio is while comparing it to sector averages. Manager grades are updated annually unless a significant change requires a review.

To read our paper explaining the ERIG Index in more detail, click here.

Client Series

Evergreen Asset Allocation Committee

Thursday, 15th April @ 10AM
Please click here to register
3.5 CPD available
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