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Brilliant Investment Thinking by Advisers for Advisers.
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Evergreen and Ascalon: Purchase or pivot point? 

Investment consultancy Ascalon Capital will absorb research and ratings firm Evergreen Consultants, with the principals keen for the transaction to be seen as a merger of equals. What does the deal say about asset consulting’s future?

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New Evergreen, Generation investment bond

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...
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Competition hots up among ratings firms

Managed funds research and ratings start-up Foresight Analytics is expanding further in the ultra-competitive retail and advised investment sector through the acquisition of the analytics business of Australia Ratings Group....
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