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Home News Financial Planning

How the survey was conducted

by John Wilkinson
March 28, 2002
in Financial Planning, News
Reading Time: 2 mins read
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This is the first annualMoney Management/Lonsec Agribusiness Survey and we believe it is the first time that such a listing of projects has been published widely.

Obtaining information for the survey came from various sources, says Lonsec Alternative Research Group general manager Marty Sammon.

X

“The survey was based on promoters that had projects at June 30 last year. We then took product rulings up to mid-February to add new schemes to the list,” he says.

Lonsec also e-mailed promoters with questionnaires to create the data for the survey. Despite follow-up calls, some promoters failed to complete the questionnaires, so have not been included in the survey.

The agribusiness sector has now grown into a significant segment of the funds management industry.Money Managementhopes that, by publishing such a survey, it will enable financial planners to check quickly what is available for their clients and run simple comparisons between schemes. Financial planners, however, should seek quality research on individual schemes before making recommendations to their clients.

The survey will be published again next year andMoney Managementand Lonsec encourages promoters to contact us with details of their schemes.

Money Managementand Lonsec would like to thank all those promoters who responded to create this comprehensive listing of what is available to financial planners this year.

Tags: Financial PlannersFunds Management Industry

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