The Asset Allocation Investment Committee is responsible for the provision of our dynamic and strategic asset allocation recommendations.
| Title | Responsibility |
|---|---|
| CIO of Lonsec Investment Solutions | Chairman |
| Head of Investment Consulting | Portfolio construction |
| Director of Research | Equities |
| Head of Fixed Income Research | Fixed Income |
| Portfolio Manager, Multi-Asset Products | Strategic and dynamic asset allocation |
| Portfolio Manager, Listed Products | Equities |
| External expert | Macro-economics |
| External expert | Macro strategy and asset allocation |
Having input from external experts into an investment committee encourages diversity of views and brings additional expertise to the investment committee framework. Lonsec has two external experts within our investment committee process.
Lonsec’s Manager Selection Investment Committee approves all fund manager allocation decisions. The Committee is made up of managed fund experts from across the Lonsec Group and is responsible for setting the objectives, strategy and rules for each model portfolio, monitoring performance and approving any manager changes to the model portfolios.
| Title | Responsibility |
|---|---|
| Head of Investment Consulting | Chair |
| CIO of Lonsec Investment Solutions | Portfolio construction and manager selection |
| Director of Research | Manager selection |
| Head of Fixed Income Research | Manager selection |
| Portfolio Manager, Multi-Asset Products | Portfolio construction and manager selection |
| Portfolio Manager, Listed Products | Portfolio construction and manager selection |
| Senior Investment Consultants | Portfolio construction and manager selection |
Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.
Call us on 1300 826 395 or email info@lonsec.com.au.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.