Lonsec fills expanded research role to meet growth

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Lonsec has made a key appointment within its investment research team to bolster its capabilities within the fund manager research space. Peter Green has been appointed Sector Manager, Australian Equities,

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ESG confusion harms investors and the planet

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A lack of clarity around environmental, social and governance (ESG) approaches to investing is creating confusion and making it harder for end investors to choose an investment product that fits

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Lonsec expands research team to support growth

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Lonsec continues to add to its research team to support the launch of new services and ensure it is positioned to cover the ongoing growth and innovation in the investment

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Eleven funds issued with Lonsec’s new Sustainability Score

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Lonsec’s new sustainability research is now available on its leading iRate platform, enabling financial advisers to create portfolios that genuinely align with their clients’ values based on underlying asset holdings.

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Lonsec extends full Managed Portfolio offering to BT Panorama users

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Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all

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Lonsec’s Retirement Managed Portfolios now available on AMP MyNorth

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Lonsec has partnered with AMP to make its Retirement Managed Portfolios available via MyNorth Managed Portfolio. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing users

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Advisers now have help to avoid getting caught out by the new FASEA Code

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The FASEA Code of Ethics Standard is now in force as of 1 January 2020, and the challenge for advisers is not just to pass the exam but also to

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Lonsec helps investors through the ESG maze

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Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess

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Advisers must avoid the managed account conflict trap

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Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec has warned that advisers are gambling with

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‘Growth’ and ‘defensive’ labels don’t tell advisers what they need to know

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Financial advisers must have a thorough understanding of where superannuation products allocate funds rather than relying on labels to make recommendations, according to leading research house Lonsec. There has been

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