Evans and Partners
Expertise that unlocks opportunity
About Evans & Partners
Tailored advice and services to build, manage and preserve your capital.
Evans and Partners has built a reputation amongst not-for-profit organisations as trusted managers of capital. We’ve assembled an experienced team of advisers dedicated to supporting organisations such as perpetual charitable trusts, public and private foundations, schools and universities, religious-based organisations, professional membership institutes and medical and research organisations.
Funds under advice in this sector is currently in excess of $2.7 billion across more than 140 organisations, representing a significant area of expertise within Evans and Partners' broader $37 billion client base.
We have a significant level of in-house expertise in advising clients on matters across asset allocation, capital allocation, portfolio construction, governance and investment policy creation and environment, social and governance (ESG) integration.
Overarching each of our internal capabilities is a fundamental focus on client outcomes. Our clients enjoy the assurances of our robust internal investment governance framework, with access to industry experts and a global network of high-quality investment opportunities.
By bringing expertise to the task of achieving your investment objectives, we free you to focus on your purpose and maximise your impact in the community.
Not-For-Profit Advice
Evans and Partners has built a reputation amongst not-for-profit organisations as trusted managers of capital. We’ve assembled an experienced team of advisers dedicated to supporting organisations such as perpetual charitable trusts, public and private foundations, schools and universities, religious-based organisations, professional membership institutes and medical and research organisations.
Sustainable Investing
Sustainable investing is an approach that seeks to consider both financial returns and social and environmental outcomes. It involves making an investment while explicitly considering the positive and negative impact an investment may have on stakeholders. This includes both natural capital and the wider community.
The Roadmap
A comprehensive look at the current investment climate, addressing the uncertainty spurred by global trade tensions, policy changes, and the evolving AI landscape, while simultaneously identifying opportunities for portfolio enhancement through market shifts.
