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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/

Rethinking Fixed Income in Retirement

…rate environment. Being neither inherently bad or good investments, the focus should be on the balance of risk vs. return and how they might behave relative to your other investments…

https://www.lonsec.com.au/2018/09/27/rethinking-fixed-income-in-retirement-ardea/

Natural or artificial? The choice for retirees on reducing portfolio volatility

constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. INFORMATION ABOUT AB AB is a leading global investment management and…

https://www.lonsec.com.au/2018/08/01/natural-or-artificial-the-choice-for-retirees-on-reducing-portfolio-volatility-alliancebernstein/

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/

Managed accounts can’t fly under the regulatory radar

…in managed accounts as a means of implementing holistic investment solutions. A catalyst to this growth was the Future of Financial Advice (FOFA) reforms, which took effect in 2013 and…

https://www.lonsec.com.au/2019/02/06/managed-accounts-cant-fly-under-the-regulatory-radar/

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/