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Looking Beyond Returns: A Framework for Assessing Managed Accounts

Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio […]

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Multi-Asset, News

Beyond the Portfolio: Governance and Implementation as Competitive Differentiators

Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio

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Multi-Asset, News

Managed Accounts Insights: The Evolution of Managed Accounts

Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio

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Multi-Asset, News

Sequencing, Longevity and the Evolving Multi-Asset Toolkit

Andrea Theouli, Manager, Multi-Asset, Lonsec Research and Ratings Executive Summary As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how portfolios are designed, assessed and communicated in retirement. Traditional accumulation frameworks, typically built around return and volatility, are not sufficient once members start drawing an income. Instead, portfolio design should

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