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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/

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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/

Income, Growth and Certainty

…forgetting our investment approach in accumulation, different actions in the consideration of building investment structures and the adoption of unique investment approaches to truly ensure the retirement investment engine is…

https://www.lonsec.com.au/2019/06/25/income-growth-and-certainty/

Five Years On: Lessons of Low-Volatility Investing for Retirement

and the extent to which they’ve validated their research hypotheses. At AllianceBernstein, we’ve been running the numbers on an investment strategy we launched five years ago, primarily for investors saving…

https://www.lonsec.com.au/2019/05/15/five-years-on-lessons-of-low-volatility-investing-for-retirement/

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/

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/

Redefining risk for income investors

of a financial advisor, whether such an investment is appropriate considering your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg…

https://www.lonsec.com.au/2019/05/01/redefining-risk-for-income-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/

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/