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LONSEC
Funds management
The high level of innovation in the absolute return sector is making portfolio construction quite complicated, according to Lonsec senior investment analyst Duncan Knight...
Financial planning
Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...
Financial planning
Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....
Editorial
What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
Financial planning
New paper suggests the current financial advice model for retirees is inadequate....
Superannuation
Industry Super Network has appointed former Lonsec staffer Anh Nguyen to support its research and policy capabilities....
Funds management
Rival fund manager Denison Funds Management has claimed a unitholder meeting to discuss improving the liquidity in the 360 Capital Industrial Fund by listing it on the Au...
Editorial
Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....
Financial planning
Regal Funds Management has selected S&P Capital IQ for the provision of analytical tools, market data and proprietary content, which the fund manager said would support i...
Financial planning
Ratings house Lonsec has upgraded its rating on the Bennelong ex-20 Australian Equities Fund to 'recommended'....
People & Products
Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Funds management
The past 12 months have been a struggle for emerging market investors, with returns suffering as a result of the shrinking risk appetite of equity investors....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...