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EXPERT RESEARCH FOR COMPLEX PRODUCTS

evergreen ratings provides expert analysis and ratings for non-standard products. These products are complex, often less liquid and are rarely included on major platforms.

evergreen ratings is independently owned, and our people are amongst the most experienced in the Australian financial services industry. This enables the delivery of well-considered, respected views on complex investment products in a timely fashion.

What products does evergreen ratings look at?

evergreen ratings specialises 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 or closed ended. Examples include:
  • property syndicates;
  • private equity and venture capital funds;
  • private debt funds; and
  • hedge funds.
evergreen ratings' reports are available to wholesale clients and authorised financial advisers who subscribe through our website.

Our audience is considered and targeted

evergreen ratings is built on the back of the reputation of evergreen consultants, an established expert in model portfolio and managed accounts advisory services. Evergreen’s brand has rapidly emerged as an expert voice with strong views and prudent quality filters. As such, evergreen ratings can leverage these existing relationships, together with the Evergreen brand recognition and market positioning.

Our approach is deliberate and targeted to a select audience, ensuring the right people see our research and ratings. Reports are distributed through our password protected website to our database of users. Fund managers are also able to distribute their report to wholesale clients.

Click for information about our research methodology and how we manage conflicts of interest.

The Team

Angela Ashton

Angela Ashton

Daniel Liptak

Daniel Liptak

Mark Wist

Mark Wist

Rodney Lay

Rodney Lay

Sarah Cagnacci

Sarah Cagnacci

evergreen ratings in the media

Growth in alternative debt lending sectors is a win for investors seeking yield - November 2020

Green power investment trend to accelerate in 2021 - December 2020

Cyclical recovery to spur growth - January 2020

evergreen ratings

Contact

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.