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Lonsec and Milliman to target outcomes-led retirement advice solutions

Investment research house Lonsec and global actuarial and consulting firm Milliman today announced they have embarked on an initiative to focus on the evolving retirement income landscape in Australia. “This

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12 Jun 2013

Effective retirement planning a key challenge for the industry

Specialist investment research house Lonsec says advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily

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23 Apr 2013

Structural shift to fundamentally alter the provision of advice to retirees

Specialist investment research house Lonsec, and global actuarial and consulting firm Milliman, believe strong catalysts and structural trends have emerged that will fundamentally alter the provision of financial advice to

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01 Nov 2012

Lonsec expands research team with senior appointments

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 –

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07 Sep 2012

Lonsec global emerging markets review

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

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22 Aug 2012

Lonsec awards ‘Recommended’ rating to LHP Diversified Investments Fund

Ratings house Lonsec has awarded a ‘Recommended’ rating to the LHP Diversified Investments Fund. The fund is distributed by Certitude Global Investments to the Australian market. The ‘Recommended’ rating indicates

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27 Jul 2012

Lonsec powered by Financial Express

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

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27 Jul 2012

Lonsec’s 2012 Infrastructure Securities Sector Review

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

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06 Jul 2012

Lonsec changes research process for index funds

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.

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04 Jun 2012

Continued evolution in the Equity Income fund sector

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,

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24 May 2012

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
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Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]