Expert research
for complex products

Evergreen Ratings provides independent, unbiased ratings on complex products.

Evergreen Ratings adds value

Methodology Conflicts of Interest Ratings Scale

Independent in thought and ownership


Integrity is at the heart of our research


Ratings are typically finalised within six weeks and are not dependent on a sector review cycle


Our highly qualified team provides deep and robust analysis


Our research coverage is purposeful and reliable


Our research and ratings are available for free to wholesale investors

The Research

We specialise in the analysis of wholesale or alternative investment vehicles.
They are typically more complex than many managed funds, requiring detailed insight and analysis.
They can also be less liquid than traditional managed funds.

    Examples include:

  • Property syndicates
  • Private equity and venture capital funds
  • Private debt funds
  • Hedge funds

  • Evergreen Ratings' reports are available to wholesale clients and financial advisers.

The Team

Dominic Beange

Dominic Beange

Dominic is a very experienced investment professional, having worked for Commonwealth Bank in Australia and Singapore for over 18 years, where he held senior positions in financial markets, CommSec and in private banking.

He worked in a number of Middle East banks where he managed treasury front office operations as well as proprietary investment portfolios. He was also responsible for research and broking operations at a stock broking firm.

He was until recently Chief Investment Officer of a superannuation fund and has experience in asset allocation, risk management, valuations and manager selection.

Daniel Liptak

Daniel Liptak

Daniel has provided focused advice to many investors, and to their advisers, concerning all asset types including fixed income, listed and unlisted equities, private equity, venture capital and derivatives. In addition, he has provided retail financial research and presented to retail financial advisers at professional development conferences.

He is a successful, results-oriented, values-driven, strong executive leader specialising in organisational structure; investment strategy; asset management; combining real asset with listed investments.

During his professional career, at a senior corporate level, he has exercised strong investment acumen based on thorough industry knowledge and solid relationships.

Gregor Murton

Gregor Murton

Gregor is an experienced investment researcher who has over 20 years of financial services experience. Gregor has worked as a research manager and investment committee secretary at Equity Trustees Superannuation, and was an investment research analyst and member of the investment committee for AMP Financial Services.

Gregor has also worked at Perpetual Investments as an institutional client manager and at the Financial Planning Association where he is responsible for delivering investment strategy education content. Gregor has a Master of Financial Planning from Griffith University and a Diploma of Financial Markets from FINSIA.

Mark Wist

Mark Wist

Mark brings over 30 years' experience in real estate in the professional disciplines of valuation and property funds management as well as development management, project management, performance benchmarking, research and advisory.

For seven years, Mark was the Director in charge of Research and Ratings at Australia's largest independent real estate ratings house, Property Investment Research. Mark has written and lectured post graduate courses in property development and markets and contributed to Boards and Committees across the Royal Institution of Chartered Surveyors, Australian Property Institute and Property Funds Association. Mark is currently a fellow at Royal Institution of Chartered Surveyors (FRICS FAPDI).

Angela Ashton

Angela Ashton
Founder & Director

Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock, and was a Board Member of IMCA for 9 years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.

Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.

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Contact Us

Oliver Holt
Strategic Partnerships Manager
02 9098 8634
[email protected]

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10 Bridge Street
Sydney NSW 2000
PO Box 552
Royal Exchange NSW 1225

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Evergreen Ratings Pty Ltd (ABN 91 643 905 257) is Authorised Representative 001283552 of Evergreen Fund Managers Pty Ltd (ABN 75 602 703 202), trading as Evergreen Consultants AFSL No 486275. The material is for information purposes of non-retail clients only. It is not, and is not to be construed as, advice or a recommendation to acquire, hold or dispose of financial products or to use financial services.

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