Basis Points What to look for in an asset consultant - Angela Ashton | Evergreen
Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been Angela Ashton, cofounder of Evergreen Consultants.
Today we're joined by Angela to unpack:
- Best practice for advice firms working with asset consultants
- How to find the right consultant for your business
- Angela's bedrock rules of portfolio construction
- A process to assess fund managers
- Common mistakes made when setting up SMAs
- Where Angela sees advice industry going
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
- Legislated CPD Area(s): Technical Competence
- Knowledge Requirement(s): Managed Investments
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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Basis Points would not be possible without the support of our three launch partners:
- Orbis Investments - Invest differently
- Milford - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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