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For the third year in a row, Lonsec has been announced as the Research House of the Year according to Money Management’s 2018 Rate the Raters Survey, voted on by financial advisers, winning eight out of a possible ten categories. Most notably, Lonsec ranked first for quality of staff, client service and corporate strength, highlighting […]
Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role of Executive Director of Lonsec Research. Ms Newman has more than 25 years of experience in investment management and funds research, including most recently as Lonsec’s Head of Manager Research in Melbourne. Since joining Lonsec in 2007, […]
What can fund managers learn from the most successful World Cup teams? For every on-field win, there is a lot going on behind the scenes, and the same is true for Australia’s leading investment managers. Here are some universal tips on how funds can set themselves up for lasting success, based on the match-winning habits […]
Lonsec Investment Solutions was established to help financial advisers start implementing separately managed account (SMA) solutions. Learn how Lonsec leverages its market-leading research to deliver quality SMA model portfolios.
Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec has warned that advisers are gambling with their business if they don’t address potential and actual conflicts associated with in-house managed account products. According to Lonsec, advisers must look for ways to […]