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LONSEC
Financial planning
Ratings house Lonsec has award global asset manager Standard Life Investments a ‘recommended' rating for its Global Absolute Return Strategies Trust....
Financial planning
Research and ratings house Lonsec has assigned an ‘Investment Grade' rating to the high conviction Prime Value Opportunities Fund....
Editorial
Janine Mace writes that despite the mixed reputation they acquired in recent years, hedge funds may be in for a revival of interest among some investors. ...
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
Editorial
What are the types of inflation-plus products that will resonate with a wide variety of different clients to help them achieve the financial outcomes they want? A Money M...
Editorial
A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...
Financial planning
Lonsec has rated yet another ETF offering – this time the four Australian ETFs of Market Vectors ETFs – the ETF business of US-based investment manager Van Eck Global....
Funds management
Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...
Superannuation
IFM states new name is better representation of its work and customers. ...
Financial planning
After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...
Financial planning
AQR Capital Management has welcomed the fact that two of the key ratings houses have awarded its Wholesale Managed Futures Fund a 'recommended' rating. ...
People & Products
Investment research group Zenith has recruited former Lonsec sales and distribution manager John Ryan....
Editorial
Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...
Funds management
With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...
Financial planning
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...