Socially responsible investing – key to future growth

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Lonsec Research has intensified its focus on the Environmental, Social and Governance (ESG) and Socially Responsible Investing (SRI) sectors, establishing dedicated investment product coverage and analysis within the rapidly growing space. Lonsec has provided research coverage on the SRI and emerging markets sectors for a number of years, and the increased focus recognises the growth […]

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Adapting to the New World of Financial Advice

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Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, this feature represents the next evolutionary step in financial product research, allowing users to tailor their research and investment solutions based on specific investment goals and […]

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Investors see Alternatives as key diversifier

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Lonsec Research Releases Alternatives Sector Review According to Lonsec Research’s recently released Alternatives Sector Review, alternative funds have significantly underperformed both equity and bond benchmarks over the last five years, with fees and a poor macro environment weighing on returns. But despite this underperformance, alternatives are still seen by investors as a valuable addition to […]

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Lonsec award winners bring new thinking to wealth sector

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Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius Asset Management was awarded the Lonsec Innovation Awards for its Altius Sustainable Bond Fund, and Fidelity International took home the Lonsec Rising Star Award for […]

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FinClear acquires Lonsec’s stockbroking business

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Lonsec Fiscal Holdings Pty Ltd (Lonsec) yesterday announced that it has sold its stockbroking business to FinClear Pty Ltd (FinClear). FinClear is a locally owned financial services business providing wholesale market access and outsourcing solutions. This acquisition positions FinClear with a unique value proposition to deliver independent and quality execution and outsourcing services to wholesale advisory […]

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Global exposure needed to meet investment objectives

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In its recent Strategic Asset Allocation Review, Lonsec made downward revisions to long-term expected returns across most asset classes, including a reduction in the expected performance of Australian equities. This led to a shift in Lonsec’s strategic asset allocation weights for its traditional balanced risk profile, with the majority of the recommended equity allocation now […]

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What happens if I live too long?

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Market volatility raises fear of retirement shortfall Often the question that weighs most on older Australians is, ‘what happens if I outlive my money?’ The risk of living too long can be a serious one, and with volatility returning to markets in the wake of the UK’s Brexit referendum, this fear is likely to again […]

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Lonsec Adds Global Edge to Retirement Insights

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Lonsec Investment Consulting, a division of Lonsec Research Pty Ltd, yesterday announced exciting new additions to its Lonsec Retire Industry Panel, providing financial advisers and their clients with a global perspective on retirement strategies from the biggest industry names. AB Global, Invesco Australia, Investors Mutual Limited, and State Street Global Advisers will join the Lonsec Retire […]

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Unconstrained Bond Funds Face Their First Test

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For unconstrained bond funds, 2015 was a year of reckoning, with many failing to meet their benchmarks. Lonsec’s Fixed Interest Sector Review, which tracks the performance of individual fixed interest funds, shows that the unconstrained sector produced disappointing results in 2015, reflecting a broader struggle for returns as volatility and bearish sentiment seized markets in […]

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Lonsec expands range of managed portfolios

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Lonsec Investment Solutions has expanded its range of managed portfolios, adding its capabilities to a further two platforms, Macquarie Wrap and HUB24. The move comes as advisers continue to turn to managed portfolios to help streamline administrative burdens and more efficiently navigate the growing breadth and complexity of financial products to best meet their client […]

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