Our investment committees

Lonsec believes that a strong governance framework is critical in making effective portfolio decisions. Having an investment committee process governed by an investment committee charter and comprised of experienced investment professionals with diverse areas of expertise, reflects best practice in portfolio construction decision making.

Asset Allocation Investment Committee

The Asset Allocation Investment Committee is responsible for the provision of our dynamic and strategic asset allocation recommendations.

TitleResponsibility
CIO of Lonsec Investment SolutionsChairman
Head of Listed ProductsEquities
Executive Director of Lonsec ResearchFixed Income
Senior Investment ConsultantStrategic and dynamic asset allocation
Head of Investment ConsultingPortfolio construction & alternatives
Co-Head of Managed FundsAlternatives
Portfolio Manager, Listed ProductsEquities
Consultant in funds management and financial marketsExternal expert – Macro-economics
Founder & CIO of Heuristic Investment SystemsExternal expert – Macro strategy and asset allocation

External experts

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.

Felix Stephen

Felix is a member of our Asset Allocation Investment Committee and is a consultant to financial institutions in funds management and financial markets. Felix retired from Advance Asset Management in April 2015 having served the organisation as the Head of Investment Strategy and Research since May 2004. He has over 47 years of experience in international banking, treasury, fixed income, foreign exchange, derivatives and portfolio management. Felix provides Lonsec with global economic, geopolitical and financial markets recommendations as well as views on investment strategies.

Damien Hennessy

Damien Hennessy, founder and CIO at Heuristic Investment Systems, formally joined Lonsec’s Asset Allocation Investment Committee in 2018, bringing unparalleled expertise in investment strategy and asset allocation strategies across diversified portfolios. Damien provides independent and objective macro strategy and asset allocation recommendations to the investment committee on a quarterly basis, as well as regular economic, market and asset allocation related reports and commentary.

Manager Selection Investment Committee

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.

TitleResponsibility
Head of Investment ConsultingChair
CIO of Lonsec Investment SolutionsPortfolio construction and manager selection
Head of Listed ProductsManager selection
Executive Director of Lonsec ResearchManager selection
Executive Manager, Investment ConsultingManager selection
Senior Investment ConsultantManager selection
Portfolio Manager, Listed ProductsEquities
Co-Head of Managed FundsManager selection
Senior Investment ConsultantManager selection
Senior Investment ConsultantManager selection

Want to find out more?

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.

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