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36 search results for: Research Solutions

1

Lonsec expands leadership team to support growth in research and managed accounts

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 […]

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Lonsec WINS Research House of the Year 2018

For the third year in a row, Lonsec has been announced as the Research House of the Year according to Money Management’s 2018 Rate the Raters Survey, voted on by financial advisers, winning eight out of a possible ten categories. Most notably, Lonsec ranked first for quality of staff, client service and corporate strength, highlighting […]

6

Libby Newman appointed Executive Director of Lonsec Research

Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role of Executive Director of Lonsec Research. Ms Newman has more than 25 years of experience in investment management and funds research, including most recently as Lonsec’s Head of Manager Research in Melbourne. Since joining Lonsec in 2007, […]

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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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Building an effective investment value proposition starts with a clearly articulated investment philosophy

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 […]

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