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LONSEC RESEARCH
Funds management
Evidentia Group has announced the appointment of a chief risk and operating officer, rounding out its executive leadership team after a slew of hires last month....
Financial planning
Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...
Features
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...
Funds management
Lonsec Research and Ratings has been announced as research partner for the annual Fund Manager of the Year Awards....
Funds management
Nominations and submissions have now opened for the annual Fund Manager of the Year Awards, to be held on 26 June 2025....
Funds management
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
Expert Analysis
For many investors, the promise of ESG investing has been evasive and confusion around the term has led to many investors becoming disillusioned with their portfolios, wr...
Funds management
Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offering...
Funds management
Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....
Funds management
Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....
People & Products
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...
Funds management
Lonsec Research has announced it has granted a ‘recommended’ rating to the WCM Quality Global Growth Fund....
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
Funds management
Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....
People & Products
Lonsec has appointed its head of manager of research to the role of executive director....
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...