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Is the fate of globalisation on your investment committee agenda?
Macro issues always play a key role in investment decisions, but it’s fair to say that globalisation was always considered a fixture within most investing frameworks, rather than an assumption that was up for debate. Open markets, freely flowing capital, and the free movement of people were the established norms of the global economic system. […]
Investment Committee update
When the COVID-19 crisis hit financial markets, we decided to hold more frequent Investment Committee meetings and provide you with regular updates on our thoughts and discussions from a portfolio perspective. The following is a summary of the discussion and actions taken at our most recent meeting held on 7 April. As you know, Lonsec’s […]
Lonsec Investment Committee Update
Given the extraordinary movements we are all seeing in the market, we have decided to hold more frequent Investment Committee meetings and provide you with regular updates on our thoughts and discussions from a portfolio perspective. Lonsec’s Investment Committees will now meet monthly, with additional meetings held as required, and we will send you a […]
Lonsec expands leadership team to support growth in research and managed accounts
Lonsec has announced key changes to its research team to support the growing demand for high-quality investment research and managed account solutions. Topping the announcement is the appointment of Lorraine Robinson as the new Executive Director of Lonsec Research, who will take the reins in early December after eight years at Evans & Partners, most […]
Building an effective investment value proposition starts with a clearly articulated investment philosophy
With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to, how we structure our investment committee, what our APL looks like, and where we get […]
How to get the most out of your investment committee?
One of the continual challenges in running an investment committee is ensuring that it operates effectively and facilitates sound decision making. There are several ingredients that can assist in this process, but the most fundamental are the governance structures you have in place. At a minimum your investment committee should be governed by a charter […]
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