Author Archive for: gordon

Entries by Gordon Toy

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Media Release: Lonsec Managed Accounts add over $100M in October

Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s research-backed managed account model, which combines Lonsec’s portfolio construction expertise with Australia’s largest investment product research team. Lonsec CEO […]

Media release: ESG confusion harms investors and the planet

A lack of clarity around environmental, social and governance (ESG) approaches to investing is creating confusion and making it harder for end investors to choose an investment product that fits their objectives and values. Leading investment research house Lonsec said that investors relying on pure ESG product scores or labels risk being misled about the […]

The value of efficient portfolio implementation in volatile times

Whether in business, investing or life generally, when circumstances change, we need to be able to adapt quickly. The COVID-19 pandemic has forced us to transform our family, social and professional lives in a matter of weeks while contending with the uncertainty of lockdown and social distancing measures. For trust-based businesses that rely on face-to-face […]

Lonsec number one among advisers for fourth year running

Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine. Lonsec this year was considered highly regarded among advisers for the quality of its staff, its model portfolio capabilities, value for money, the quality of its […]

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Lonsec helps advisers tackle conflicted advice

Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and introduce a greater degree of independence in their investment decisions. Lonsec is offering to acquire in-house managed portfolios from advice licensees to enable them to take advantage of best practice governance principles and Lonsec’s […]

Lonsec appoints new Executive Director of Sales and Marketing

Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of Executive Director of Sales and Marketing. Mr Hardy joins Lonsec after seven years at Clime Asset Management, most recently as Chief Operating Officer, and brings over 30 years of experience in sales, marketing and business leadership across a […]

Day of Confrontation 2018: Media highlights

The SuperRatings and Lonsec Day of Confrontation 2018 may be over, but the conversation hasn’t finished. Once again, the event has sparked discussion on a range of critical issues, from the government’s view on the ‘Best in Show’ proposal to the future of financial advice and the vexed issue of licensing. Below is a selection […]

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