Cutting Risk.
Cutting Cost.
Keeping it Simple.
At Evercore Pan-Asset we believe in keeping it simple.
We concentrate on the big decisions that make the difference to investment performance.
We offer asset allocation advice to Charities, Pension Funds, Private Clients and IFAs.
We recommend cutting the costs of management and reducing the risks by indexing investments in chosen markets.
We find Exchange Traded Funds (ETFs) usually offer the best value and most liquid way of investing in the assets of your choice.
Keeping it simple means we concentrate on the big decision – what assets you should invest in – and aim to cut costs and risks when implementing the strategy.
As Asset Allocators we ask questions like;
- Should you be in equities?
- Are bonds likely to give you a good return?
- Should you hold cash to protect your assets?


