Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we’ve always believed in their power to transform an advice business. Research indicates that practices using managed accounts see a noticeable uplift in revenue, and profitability per adviser, by […]
Watch the video. Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upward trajectory. Lukasz de Pourbaix ED, CIO Lonsec Investment Solutions will discuss the latest insights for our recently held asset allocation investment committee. Specifically, Lukasz will discuss the rotation into value […]
Watch the webinar recording. Synopsis: As the popularity of cryptocurrencies like Bitcoin and Ethereum grows, investors are becoming more curious about how these new digital assets work, what drives their value, and why blockchain and similar technologies are so powerful. In this webinar, Lonsec is partnering with Kraken, one of the world’s largest crypto exchanges, […]
Watch the webinar recording. Synopsis We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to think differently about how they generate income, manage risk, and deal with volatility in their portfolio. Nothing can be taken […]
Watch the recording. Many of you will be aware that your clients are increasingly seeking out investments that align with their personal values. Further to the launch of the Lonsec Sustainability Score, the Lonsec Sustainable Managed Portfolios will utilise Lonsec’s extensive portfolio construction experience, together with detailed sustainable investing (and ESG) research, to provide a […]
Watch the webinar recording. Synopsis Super funds are on track to stage a remarkable comeback in the second half of 2020. But there are still a host of challenges facing funds, including early access, market volatility, insurance claims, and ongoing regulatory uncertainty. Join Kirby Rappell, Executive Director of SuperRatings, as we examine how funds are […]
Unsurprisingly the impact of COVID-19 was the main discussion point during this August reporting season, with many companies focused on getting through the current environment and preparing or modifying their business models to succeed in the new COVID environment. But overall the reporting season was better than expected with some sectors such as consumer discretionary […]
The live webinar was held on Wednesday at 10 AM AEST, 15th of July, 2020 Overview During our past webinar “Sustainability vs ESG: What is your client looking for?”, our platform was inundated with questions from attendees. We weren’t able to respond to everyone, so by popular demand, we decided to hold a special Q&A […]
SuperRatings Executive Director Kirby Rappell shares the latest performance results for superannuation funds and the future outlook for the industry. Members should be prepared for more ups and downs. However, a patient approach has paid off for members over the long term with the median balanced style fund returning 7.0% per annum since the […]
The live webinar was held on Wednesday at 10 AM AEST, 1st July, 2020 Overview We were blown away by the response to the Lonsec Webinar Series, which saw over 3,000 people attend across five webinars. Unfortunately, given the range of topics and limited time available, we weren’t able to get to everyone’s questions. So […]
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