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...
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
While environmental, social, and governance integration in a fund might sound good, it often fails to meet investor expectations....
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
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...
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...
Eleven funds previously covered under its Responsible Investment category have been rated so far....
Lonsec has increased its allocation to the Talaria Global Equity fund in its retirement managed portfolios....
First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
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...
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 advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....
Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...