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.
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When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to, how we structure our investment committee, what our APL looks like, and where we get […]
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 […]