LONSEC
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
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For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
People & Products
Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...
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....
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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...
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Podcast
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...