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What is Lonsec Investment Solutions?

Lonsec Investment Solutions was established to help financial advisers start implementing separately managed account (SMA) solutions. Learn how Lonsec leverages its market-leading research to deliver quality SMA model portfolios.

https://www.lonsec.com.au/2018/02/12/what-is-lonsec-investment-solutions/

Libby Newman appointed Executive Director of Lonsec Research

…Lonsec’s investment consulting team continues to expand, with a focus on providing bespoke investment solutions. “The quality of our investment research forms the basis of everything we do at Lonsec,”…

https://www.lonsec.com.au/2018/09/02/libby-newman-appointed-executive-director-of-lonsec-research/

Lonsec appoints new Executive Director of Sales and Marketing

The appointment forms part of Lonsec’s new executive structure which establishes greater unity between the Lonsec Research, SuperRatings and Investment Solutions businesses, to provide more holistic investment solutions. “I’m very…

https://www.lonsec.com.au/2018/11/15/lonsec-appoints-new-executive-director-of-sales-and-marketing/

Understanding super no longer optional for advisers

have lacked an end-to-end investment research solution that provides superannuation fund research along with managed funds, equities, Separately Managed Accounts (SMAs), listed securities, and individual super fund investment options. The…

https://www.lonsec.com.au/2018/11/15/understanding-super-no-longer-optional-for-advisers/

Indian summer for emerging market investors

…and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”)…

https://www.lonsec.com.au/2018/07/03/indian-summer-for-emerging-market-investors/

Value investing has taken a hit in 2018

on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsec.com.au/2018/06/20/value-investing-has-taken-a-hit-in-2018/

Not all income is created equal

…diversification. But while the smart beta concept might seem easily commoditised, there can be significant differences in investment outcomes even among those investment products that appear to offer something very…

https://www.lonsec.com.au/2018/09/12/not-all-income-is-created-equal/

Beware the dividend honeypot—the lesson of Telstra

…on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsec.com.au/2018/07/05/beware-the-dividend-honeypot/

Small caps shine as Australia’s biggest stocks lag

…(C’th)) and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial…

https://www.lonsec.com.au/2018/06/29/small-caps-shine-as-australias-biggest-stocks-lag/