Media releases Archives - Lonsec Sustainability

Media release: Lonsec announces key executive appointments

Lonsec Holdings today announces key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022. Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi Christopher is appointed a Head of Marketing and PR across the Lonsec Group and Steve Garth is appointed as Lonsec Product Investment Oversight Committee Chair.

Bruce has over 30 years’ experience in financial services with an extensive track record across investment platforms, superannuation and life insurance. Bruce has held a number of senior positions spanning finance, operations and strategic development with companies including NAB Wealth, Aviva Australia and Xplore Wealth Limited. Prior to joining Lonsec, Bruce was Group Executive – Xplore Wealth at HUB24 Limited leading the Xplore business whilst assisting in its integration into the broader HUB24 business.

Naomi Christopher was most recently National Manager – Marketing and Communications at Implemented Portfolios (IPL) and joined Lonsec Holdings following the acquisition of IPL. Her career in financial services spans 13 years, where she has worked in similar marketing and communications related roles at other financial services businesses such as Midwinter Financial Services (a Bravura owned company) and SQM Research, the funds research and ratings house.

Lonsec CEO and Managing Director of IPL, Mike Wright says “Over the past six months, both the Lonsec and IPL teams have worked tirelessly to understand each business and client groups. I am excited about the growth plans we have for the coming year and the integration of our services to all clients. Bruce has led this integration project and I am delighted that he is joining in a permanent capacity.”

“I am equally delighted that Naomi is taking on the broader Head of Marketing and PR role across the group as she built IPL’s formidable marketing presence” continues Mike.

As part of the integration of the businesses, key Lonsec portfolio managers have been appointed to the IPL Asset Allocation and Investment Committee (AAIC), which is responsible for the investment decisions relating to the IPL portfolios. Lukasz de Pourbaix joined long-standing independent members of the committee post the acquisition of the business by Lonsec in 2022 and will be joined by Nick Field, Associate Portfolio Manager for Lonsec’s listed suite of portfolios. Nick has extensive portfolio management and investment research experience having held various investment research and portfolio management roles for the past 20 years. Nick will provide additional insights and rigour to the AAIC governance process.

Finally, Lonsec has also bolstered its internal portfolio governance framework with the establishment of a group Product Investment Oversight Committee (PIOC). The PIOC is a sub board committee to the Lonsec Board and is responsible for ensuring that the IPL and Lonsec portfolios have the necessary personnel, processes and risk management frameworks in place. Lonsec has appointed Dr Steve Garth as independent chair of the PIOC. Dr Garth brings to the PIOC two decades of experience in key Financial Services roles, including a broad career managing Australian and Global portfolios.

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For more information, please contact:

Nicci Chaplin
Senior Communications Manager
nicci.chaplin@lonsec.com.au
0402 317 746

February 7, 2023/by Nicci Chaplin

Lonsec shows continued commitment to helping advisers

Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account range, by launching Lonsec GSS Index Plus.

The portfolios are built around core Netwealth GSS passive strategies, and a range of active satellite funds that leverage Lonsec’s extensive research capabilities and backed by its rigorous governance and review process.

‘These new managed portfolios give investors and financial advisers access to investment solutions supported by one of Australia’s largest investment consulting and research teams,’ said Lonsec CEO Mike Wright.

‘Being able to access our portfolio construction and investment selection expertise can help advisers and investors to make better investment decisions and we’re proud to partner with Netwealth to bring these portfolios to the market,’ continued Wright

Lonsec GSS Index Plus offers four portfolios: Moderate, Balanced, Growth and High Growth. Each is designed to achieve different risk and investment objectives over various timeframes. They are constructed using a range of growth and defensive assets such as Australian and global equities, property, fixed interest, and cash.

‘We were excited to develop this suite of portfolios with Netwealth as they offer a cost competitive solution for investors looking for a quality investment providing capital growth and income over the medium to long term. The portfolios also incorporate dynamic asset allocation and use a core/satellite approach to investment selection,’ said Lonsec CIO Lukasz de Pourbaix.

Matt Heine, Netwealth Joint Managing Director said ‘Lonsec bring a wealth of investment research and portfolio construction expertise to this partnership, and we are sure that these portfolios will prove popular with our advisers and investors.’

Lonsec is one of Australia’s fastest growing Managed Accounts portfolio managers, with monthly net inflows recently exceeding $250m. Lonsec also recently acquired the specialist Managed Discretionary Account provider, Implemented Portfolios Limited, who has a deep history and commitment to helping advisers meet the needs of their clients.

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For more information, please contact:

Rob Hardy
Rob.Hardy@lonsec.com.au

August 17, 2022/by Rob Hardy

Lonsec Sustainability Perspectives, Media releases

Media release: Lonsec Sustainable Managed Portfolios now available on BT Panorama

Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices.

Recognising the growing demand for responsible investment solutions, Lonsec developed the Sustainable portfolios’ Balanced, Growth and High Growth risk profiles with a unique philosophy that looks through both lenses of ESG, which focus on the underlying managers’ process, approach and integration of ESG factors, along with Sustainability measures, which focus on the funds’ positive impact on the world.

To measure the portfolios’ contribution to society and the environment, Lonsec assess funds against the UN’s Sustainable Development Goals (SDG) framework. In this assessment, Lonsec looks at the activities of the companies held in a fund and net the positive contributions to the 17 SDGs against the negative impact of exposures to controversial industries.

Deanne Baker, Portfolio Manager for the Sustainable portfolios said, ‘The Sustainable portfolios now have close to a 12-month track record and, not only have they outperformed the Benchmark over the last 6 and 9 months, but they have also made positive contributions across a number of the SDGs including SDG 11 Sustainable Cities and Communities, SDG 3 Good Health and Well Being and SDG 1 No Poverty. With the addition of our Sustainable portfolios on BT Panorama, we are thrilled to offer an investment solution that aligns with the goals of our clients in conjunction with having a positive impact on the planet”.

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For more information, contact:
Rob Hardy
Robert.Hardy@lonsec.com.au
1300 826 395

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December 1, 2021/by Rob Hardy

Archive for category: Media releases

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