LONSEC

Financial planning

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

Financial planning

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

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

Financial planning

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

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

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

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

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

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

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

Funds management

The process Lonsec implemented to select the winners for each category consisted of three components. ...

Financial planning

Schroders Investment Management crowned the 2009 Money Management/Lonsec Fund Manager of the Year...

Financial planning

Schroders Investment Management named Fund Manager of the Year at the 2009 Money Management/Lonsec Fund Manager of the Year Awards....

Financial planning

Multi-managers appear to be weathering the current market volatility better than most with some companies even reporting net increases in fund flows, according to the lat...

Financial planning

Ratings house Lonsec has urged financial advisers to take particular care when recommending both Australian and international long/short funds....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 3 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago