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

----------

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.

----------

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.

----------

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

----------

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. 

----------

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.