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...

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Funds management

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

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Funds management

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

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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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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. ...

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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...

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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...

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Funds management

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

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Funds management

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

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Funds management

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

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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. ...

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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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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....

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Financial planning

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

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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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Chris Cornish

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