lonsec

Financial planning

JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....

Funds management

Advisers remain shy of direct equities

Advisers are generally failing to embrace direct equities despite widespread dissatisfaction over managed fund performances, according Lonsec manager, stockbroking, Jerem...

Financial planning

Cash is still king for advisers

Funds manager Perennial Investment Partners believes advisers remain reluctant to encourage their clients to invest outside of cash since it released research on investor...

Financial planning

Sweet taste of multi-manager success

The multi-manager market has maintained its appeal during the downturn, reporting positive inflows and growth. Janine Mace reports....

Financial planning

Think global

While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....

Rate the raters

Rate the raters 2009: The seeds of a new status quo

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

Financial planning

Van Eyk - dealer groups' house of choice

Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...

Financial planning

Style not making funds look better

No particular investment style proved to protect large cap global equity funds from the carnage of the past 12 months, according to research house Lonsec. Find out which ...

Financial planning

Multi-Manager: Advance advocates managing risk well

This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...

Financial planning

Rising Star: Integrity takes flight with robust structure

While good returns help the survival of a boutique manager, a good capital base and back-office are the keys to long-term survival. These attributes were part of the crit...

Editorial

Alternative Investments (Hedge Funds): Alpha adds up for Winton

Macquarie looked at about 300 managers for its Professional Series of investments and narrowed it down to six, including this year’s winner, Winton Global Alpha Fund....

Editorial

Regional/Emerging Market Equities: Aberdeen’s meet and greet strategy

It came down to two worthy finalists in the Regional/Emerging Market Equities category, but highly experienced Aberdeen Asset Management ultimately came out on top with i...

Funds management

Australian Equities (Broad Cap): Integrity arrives with tried and tested philosophy

Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...