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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Lonsec strengthens portfolio construction capabilities for advisers

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Financial services research and investments specialist group, Lonsec Fiscal, says the growing administrative and regulatory demands on financial advisers, increased breadth and complexity of financial products and growing prominence of model portfolios has elevated the focus of financial advisers on effective and efficient investment implementation. In response to these trends Lonsec Fiscal has announced the […]

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Surge in direct investment activity

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Investors are increasingly “doing it for themselves” as the popularity of direct investing continues to increase through the growth of self-managed superannuation funds. The latest analysis by research house Lonsec found a significant growth in the number of investments catering to direct investors during the past year. “Given the average self-managed super fund has almost […]

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Lonsec Active Funds outperform and the passive v active debate

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Lonsec Releases Aussie Equities Sector Review The latest review of Australian equities by research house and ratings company Lonsec has found its actively managed funds have clearly outperformed index funds in all recent major time frames. According to its Australian Equities Sector Review, Lonsec found the 137 active managed funds it provides investment ratings for […]

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Milliman/ Lonsec launch a new goals-based planner tool

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Just what are your client’s pre and post-retirement goals? Do they want to be able to leave some money to beneficiaries? Go on a long holiday? How much money will they feel comfortable living off each year… for the rest of their lives? The decisions your client makes now can impact on their ability to […]

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Better outcomes with goals-based analysis

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Financial advisers now have access to a new interactive smart technology to help identify and model individual goals and outcomes for clients. Lonsec Research has launched its Goals-Based Analysis (GBA) tool, the first of a new wave of actuarial backed modelling tools that allows financial advisers to analyse different investment strategies based on the client’s […]

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Global listed property continues positive momentum

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Leading Australian research house Lonsec yesterday released its 2014/15 Global Property Securities Sector Review, highlighting strong diversification and returns benefits for investors and a broadening opportunity set across products. Lonsec’s review of the global property securities sector encompassed 23 funds covering 21 global property securities funds and 2 Asian-focused global property securities funds. The report noted […]

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Lonsec launches game-changer tools for advisers

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Leading research house Lonsec yesterday launched a new series of financial product ratings tools called BIOmetrics, which will allow financial advisers to better select and manage financial products to suit consumers’ individual investment needs. The tools are the next step in Lonsec’s Better Investment Outcomes (BIO) program, which responds to the industry and government’s push to […]

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Lonsec completes iRate transition  

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Lonsec Research (Lonsec) has announced it has successfully completed the transition of the iRate technology from the liquidator of the van Eyk group of companies. iRate clients now have access to Lonsec’s comprehensive suite of insourced proprietary research including managed funds, ETFs, SMAs, property funds, infrastructure funds and structured products. They also have access to […]

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ETF model portfolios lend a helping hand to financial advisers

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Lonsec’s new ETF portfolio offering targets accumulator clients Lonsec Stockbroking (Lonsec) has launched a set of strategic exchange traded funds (ETF) model portfolios designed to provide financial advisers and their clients access to a low cost, diversified portfolio solution through a range of passive ETFs across traditional asset classes. Lonsec’s ETF Strategic Portfolios taps into […]

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