Lonsec has announced key changes to its research team to support the growing demand for high-quality investment research and managed account solutions.
Topping the announcement is the appointment of Lorraine Robinson as the new Executive Director of Lonsec Research, who will take the reins in early December after eight years at Evans & Partners, most recently as Chief Operating Officer, Evans Dixon Corporate & Institutional.
As an experienced research practitioner with strong commercial acumen, Lorraine brings with her an intimate understanding of what users need to support their investment decisions, and how best to deliver Lonsec’s high-quality research in a way that meets the evolving needs of wealth creators.
Libby Newman will take on the role of Director, Managed Fund Research, allowing Lonsec to capitalise on her considerable experience and genuine passion for research. Libby will be directly involved in developing Lonsec’s research capabilities and maintaining the high standards of its process.
Deanne Baker will move from the research team to take up her new position as Portfolio Manager, Diversified Multi-Asset Portfolios within Lonsec’s Investment Solutions division, which covers investment consulting and managed account solutions. Deanne will add her multi-asset expertise to a rapidly growing area of Lonsec’s business, with Lonsec’s managed account portfolios growing funds under management by more than 100% since June 2018.
Peter Green will continue in his role as Head of Listed Research, managing the significant growth in the number of new ETFs, LICs and other listed products coming to the market. Rui Fernandes continues as a senior member of the managed funds research team, with a focus on quality assurance and facilitating the expansion of the number of products that are rated.
The expanded team will be supported by a growing team of 65 research analysts and investment consultants, enabling Lonsec to continue to offer an unparalleled breadth and depth of qualitative investment product research and services.
“The speed of growth at Lonsec continues to necessitate the addition of quality people to our team,” said Lonsec CEO Charlie Haynes.
“On the back of being named ‘Research House of the Year’ in Money Management’s Rate the Raters survey for the fourth year in a row, we are excited to have Lorraine join us and for the continued depth of experience within the organisation which is the bedrock of Lonsec’s growth.”
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