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70 search results for: Investment Consulting
Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing
This event has already passed. Watch the recording now. Synopsis In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with exposure to equity market growth, while also mitigating downside risk. The inclusion […]
Lonsec and Franklin Templeton Retire Event
Watch the replay of the webinar! “Solving The Retiree Problem” Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging or more important. For example, funding ASFA’s ~$60,000 per year recommended “comfortable retirement” income at current […]
Rise of the boutique ETF providers
The ETF market in Australia remains buoyant despite the ravages of COVID-19, with total FUM at 31 March 2020 of close to $57b, up 24% year-on-year despite the severe market sell off in March. Much of this growth has been driven from strong product innovation and subsequent fund inflows in non-Australian equity sectors, with the […]
Fireside Chat – Ask us anything!
The live webinar was held on Wednesday at 10 AM AEST, 1st July, 2020 Overview We were blown away by the response to the Lonsec Webinar Series, which saw over 3,000 people attend across five webinars. Unfortunately, given the range of topics and limited time available, we weren’t able to get to everyone’s questions. So […]
Lonsec Webinar Series 4 – How not to follow the herd: Differentiated strategies that offer true diversification
View webinar recording The live webinar was held on Wednesday, June 3rd, 2020 Overview How not to follow the herd: Differentiated strategies that offer true diversification As Australia and the world head into recession, investors must look beyond traditional portfolio construction methods to gain true diversification through exposure to different investment strategies. We talk with […]
Lonsec Webinar Series 2 – Income in a very low rate environment
View webinar recording The live webinar was held on Wednesday, May 20th, 2020 Overview Income in a very low rate environment Rates are at historic lows and heading lower, while around the world banks are slashing dividends or scrapping them altogether. Our panellists share their best ideas for generating income during the crisis, and how […]
Lonsec Webinar Series 1 – Managing equity portfolios in these volatile times
View webinar recording The live webinar was held on Wednesday, May 13th, 2020 Overview The speed and scale of March’s sell-off has left the market reeling, reinforcing the need for a strong risk management component in your portfolios. Our panellists discuss approaches to risk management that can improve performance through volatility spikes in both a […]
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