Discover the power of Lonsec’s Tailored Managed Accounts Lonsec partners with innovative licensees and advice businesses looking to grow and scale so they can deliver…
Tailored Investment Solutions – An Overview Read More »
Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating…
Media release: Funds deliver strong quarterly return despite uncertain environment Read More »
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
Portfolio Perspectives from the CIO Office: October 2024 Read More »
The past five years has seen great change in advice due to increasing compliance rigour, the departure of major players from the market and the…
The investment needs of the modern advice business Read More »
August was a turbulent month for markets, leading to some swings in superannuation returns with a strong downturn in the first two weeks followed by…
Media release: Super Returns Stay Afloat Through August Turmoil Read More »
ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25. In this month’s edition of Portfolio Perspectives from Dan Moradi, Portfolio Manager,…
Portfolio Perspectives from the CIO Office: September 2024 Read More »
In recent times, we have witnessed the rapid rise in financial advisers using separately managed accounts (SMAs) in their clients’ portfolios, which is why Lonsec…
Lonsec Research is once again rating SMAs Read More »
At last week’s 2024 IMAP Managed Accounts Awards, Lonsec was announced as the winner of the Responsible Investing category. With this most recent award, we…
Lonsec wins IMAP Awards ‘Responsible Investing’ category for third consecutive year Read More »
