Investment Consulting

Lonsec’s Investment Consulting division can provide dealer groups with practical assistance in the following areas:

• Customised managed fund model portfolios, that meet client constraints and criteria
• Asset allocation advice, providing counsel on risk profiles and long-term strategic asset allocations
• Tailored approved product lists, which can be developed within a customised framework or to use with specific platforms

• Investment committee participation, which includes ongoing research input to assist the committee in meeting its objectives
• Performance monitoring and reporting for model portfolios and approved lists
• One-off projects to address specific needs, such as fund-specific charting and style analysis

To learn how Lonsec’s Investment Consulting division can benefit your business, please email us or call on (03) 9623 6300.