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1 de abr. de 2021 · By Penny Pryor. 1 April 2021. Evergreen Consultants' Angela Ashton. Since founding Evergreen Consultants in 2016, founder and chief executive officer, Angela Ashton, has seen the group grow to nine full time employees and four part-time consultants.
Angela Ashton has decades of experience in fund research and asset allocation and this year, together with Brett Baker, has opened the doors to Evergreen Consultants. She tells Industry Moves what sets Evergreen apart from other research firms, shares her goals for the first 12 months and names the three attributes of her ideal clients.
Evergreen Consultants is a leading independent investment consulting firm. We partner with high quality financial advisory firms, families and Not-For-Profit who wish to provide their clients with an enhanced, tailored investment experience, as well gaining efficiency and flexibility within their own organisations.
Dedicated to ensuring our clients have an extraordinary experience. · Experience: Evergreen Consultants · Location: Greater Sydney Area · 500+ connections on LinkedIn. View Angela Ashton’s...
Angela Ashton, Our Founder. Angela has over 25 years of experience as an Occupational Therapist and Care Manager working with the aging population in a variety of settings including Acute Care, Rehabilitation, Skilled Nursing, Assisted Living and Home Health Care.
Evergreen Founder and CEO Angela Ashton says it is time to move beyond assessments of fund managers’ RI capabilities based on bottom-up ESG metrics. “At Evergreen, we think the bottom-up approach is a good way to check a manager’s portfolio but it is not sufficient to prove the style,” Ashton says.
