Lonsec Stockbroking unveils new desktop tool for advisers

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Investment in team further strengthens wholesale only broking offer Lonsec Stockbroking has further strengthened its unique wholesale broking offer to financial advisers, significantly growing its team and rolling out new technology to help planners better manage their client portfolios. In an industry-first, Lonsec has partnered with GBST to offer clients a white label FrontOffice solution. […]

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Lonsec expands research team with senior appointments

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Following its recent “Research House of the Year 2012” award, Lonsec has made a number of senior appointments across its research business. David Erdonmez has been appointed General Manager – Managed Funds Research and will join Lonsec in early October. In this role, David will be responsible for managing the team of analysts undertaking core […]

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Lonsec global emerging markets review

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Emerging market investors have endured a rocky ride over the last 12 months. For those true believers in the merits of an expanding emerging markets allocation, the unpleasant view of retreating stock market returns across the BRIC exchanges proved disappointing. Steven Sweeney, Senior Investment Analyst, commented, “The past year has tested the resolve of the […]

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Lonsec powered by Financial Express

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Lonsec is pleased to announce that it has partnered with Financial Express (FE) to acquire high quality financial data, analytical tools and ongoing data services. The establishment of this association is in response to clients seeking a solution to their needs for greater data security and flexibility, as well as access to a range of […]

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Lonsec’s 2012 Infrastructure Securities Sector Review

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Lonsec’s 2012 Infrastructure Securities Sector Review encompassed one Australian and six global infrastructure securities funds, as well as one hybrid infrastructure fund. “Our increased conviction in management teams has resulted in two upgrades in this year’s review – the RARE Infrastructure Value Fund and Lazard Global Infrastructure Fund were both upgraded to Highly Recommended,” said […]

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Lonsec changes research process for index funds

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Lonsec will now rate index funds – including index managed funds and index-based Exchange Traded Funds – using a separate research process from that used to assess actively managed funds. Michael Elsworth, Research Manager, commented, “This change is based on Lonsec’s belief that index funds now have a critical mass in most asset classes.” “We […]

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Continued evolution in the Equity Income fund sector

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Lonsec’s annual review of the Equity Income sector has found that there has been a continued evolution of strategies to deliver income from equities. Senior Investment Analyst Lin Ngin commented, “Products simply buying stocks expected to deliver higher dividends are being left behind in terms of innovation.” “While it is still early days, the performance […]

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Groundhog day?

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The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of here we go again? Lonsec’s Head of Equity Research, Bill Keenan, commented, “While Australia has low direct exposure to Europe, it will still be indirectly […]

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‘Boutiques with backing’ gain favour in Australian small cap universe

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Lonsec’s annual review of the Small Cap Australian Equity Fund sector found that boutiques – or, more accurately, ‘boutiques with backing’ – have continued to gain increased prominence as the preferred corporate structure of small cap investment teams. Senior Investment Analyst Sam Morris commented, “Personnel changes have traditionally proved to be a persistent feature of […]

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Innovation in the Multi-Asset fund sector

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Lonsec’s annual review of the Multi-Asset Class Fund sector has found that a number of developments have occurred in this sector over the past 12-18 months. Senior Investment Analyst Deanne Fuller commented, “Lonsec has traditionally reviewed Diversified and Multi-Manager Funds as separate sectors. As well as bringing both fund types under one ‘Multi-Asset Class’ sector, […]

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