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LONSEC

Funds management

The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...

Funds management

Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....

Funds management

While environmental, social, and governance integration in a fund might sound good, it often fails to meet investor expectations....

People & Products

Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....

Rate the raters

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...

Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

Features

Mike Taylor writes that research and ratings house Lonsec has developed and launched a new approach to ESG ratings which it hopes will help advisers separate the real ESG...

Funds management

Eleven funds previously covered under its Responsible Investment category have been rated so far....

Funds management

Lonsec has increased its allocation to the Talaria Global Equity fund in its retirement managed portfolios....

Funds management

First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...

Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

Policy & Regulation

Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...

Funds management

With rates to fall further, the model portfolio aims to generate incomes of at least 2% per annum more than the consumer price index....

Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

People & Products

Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....

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