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232 search results for: Investment Solutions

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Media release: Lonsec Investment Solutions adds to team as Managed Accounts hit record inflows

Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of Fixed Income Research at Lonsec Research will move to LIS as a Senior Consultant, to work with consulting clients and support Deanne Baker, Multi Asset […]

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Lonsec Investment Solutions – February 2021 Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following a very interesting reporting season and takes an in-depth look at how various sectors and companies performed. The February reporting season results were better than initially expected, particularly if we look at the middle of last […]

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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.  

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Media Release: Lonsec appoints new Chief Investment Officer and Executive Director

Lonsec Holdings today announces the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan Stanley Private Wealth Management Asia where he was Co-Head of Investment Management Services. While at Morgan Stanley, Nathan developed Morgan Stanley’s award winning multi-asset investment […]

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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios in drawdown is well known, but how can you insulate your clients’ portfolios and help […]

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Bottom-up investment selection to dominate portfolio alpha

After years of low inflation and low interest rates, we have finally entered a new period in the economic environment of higher inflation and higher interest rates. But how high will inflation be and by how much will interest rates rise? Periods of transition from a market perspective increase uncertainty and subsequently increase market volatility. […]

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Media Release: Advisers keen to learn about Crypto investments

A recent webinar (attended by over 700 advisers) on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with specialist manager Monochrome Asset Management to deliver a masterclass, covering the most asked questions on crypto assets such as how to access them, how to […]

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