Lorraine Robinson

The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and maintain clear, defensible audit trails.

As investment governance expectations intensify, it has become essential to demonstrate transparent, defensible processes. The Lonsec Investment Governance Solution addresses this shift directly, providing a practical and scalable way to embed governance discipline into everyday workflows. Integrated within iRate, Lonsec’s investment research platform, IGS brings together key governance indicators including ratings changes, performance and fee monitoring, and other material signals into customisable dashboards and reports. This allows governance teams to move away from fragmented spreadsheets and manual processes, replacing them with a consistent, structured and auditable approach to oversight.

The Lonsec Investment Governance Solution is suited for organisations that need to demonstrate consistent, evidence-based oversight of their approved product list or investment menu, such as financial advice licensees, platforms, trustees, investment committees, and governance teams.

Lorraine Robinson, Lonsec Chief Executive Officer, said strong governance plays a critical role in building trust with clients and members:

“Across advice licensees, platforms and trustees, expectations around governance have never been higher,” Robinson said. “Advisers and clients want to know that investment options are being monitored consistently, and decisions are made with care and accountability. The Lonsec Investment Governance Solution provides the framework and transparency that supports better decision making and greater confidence at every level.”

Anna Schofield, Head of Sales at Lonsec, said the solution reflects the growing need for confidence and reassurance across the advice value chain:

“With recent high-profile failings in our industry, the focus on investment governance has intensified and the obligation on those who manage APLs and investment menus in particular has become clearer,” Schofield said. “By embedding governance signals directly within iRate, the Lonsec Investment Governance Solution gives investment teams and advisers greater clarity and confidence in decision making, with a clear and defensible record of how and why decisions were made. Our solution delivers real peace of mind, not just for investment committees, but for advisers and their clients.”

Increasing product complexity and ongoing scrutiny of fees, performance and investment decision making have raised the bar for governance across the industry. By centralising monitoring within an existing research ecosystem, the Lonsec Investment Governance Solution helps organisations strengthen governance while reducing manual effort. This capability supports more confident adviser-client conversations and provides end clients with reassurance that their investments are being actively and transparently overseen.

Lonsec is uniquely positioned to meet this need. With qualitative research coverage spanning more than 1,900 investment products, a well-resourced local analyst team with specialist expertise in the Australian market and regulatory environment, and a rigorous investment research process refined over several market cycles, Lonsec brings a level of depth and credibility that few research houses can match. This foundation underpins Lonsec IGS, empowering advisers and their clients with greater confidence at a time of heightened regulatory scrutiny.

The post Lonsec launches new governance solution to support investment oversight appeared first on AdviserVoice.

Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Prior to joining Lonsec, Schofield held senior distribution roles at Challenger and AMP. ​​​She will lead the sales effort across the Lonsec Research and Ratings business.

This appointment marks the completion of CEO Lorraine Robinson’s leadership team, following a series of strategic hires across marketing, operations, and product. This new leadership structure is designed to drive innovation, deepen adviser relationships, and expand Lonsec’s market presence.

Lorraine Robinson, CEO, Lonsec Research and Ratings said: “Anna’s appointment is a pivotal moment for Lonsec. Her deep understanding of the advice landscape and passion for client success make her the ideal person to lead our sales strategy. With our leadership team now in place, we’re ready to deliver the next phase of growth and value for our clients.”​​​​

The post Lonsec Research and Ratings appoints Anna Schofield as Head of Sales appeared first on AdviserVoice.

The report provides a comprehensive view of the evolving advice ecosystem, highlighting trends in adviser sentiment, investment preferences, and the growing importance of integrated research and technology solutions.

“We are honoured to be recognised once again by Adviser Ratings,” said Lorraine Robinson, CEO of Lonsec Research and Ratings. “This achievement reflects the trust placed in us by advisers and industry partners, and underscores our mission to empower the advice profession with actionable insights, robust research, and seamless technology. We remain committed to supporting advisers as they navigate change, grow their businesses, and help clients live their best lives.”

According to the report, “Lonsec leads in both usage and sentiment, with strong adviser support underpinned by its robust service model”. Lonsec’s Net Promoter Score (NPS) has risen from 19 to 28 over the past five years, and 45% of surveyed advisers now rely on Lonsec’s research to make investment decisions for their clients, demonstrating strong industry reach and consistent service excellence. Through our award-winning platform, iRate^®, Lonsec delivers qualitative and quantitative analysis across more than 1,800 managed investments and listed securities, and over 480 superannuation products.

“Our team is focused on delivering research that is not only rigorous and independent, but also practical and timely,” said Peter Green, Director of Research at Lonsec. “We’re proud to see our work recognised by the adviser community, and we’ll continue to evolve our approach to meet the changing needs of the industry.”

The report also highlights Lonsec’s strategic alignment with GDG and the Evidentia Group, offering advisers a seamless connection between research, SMA implementation, and portfolio governance.

The post Lonsec secures top spot again: Best Research House four years running appeared first on AdviserVoice.

Mike Wright

The Lonsec Group (Lonsec) has announced a strategic realignment of its businesses as it continues to strengthen it capabilities and prepare for future growth. This follows the announcement by parent company Generation Development Group (GDG) earlier today of the acquisition of managed account business, Evidentia Group (Evidentia).

Following the acquisition of Evidentia, Lonsec’s research and managed account businesses will realign into two new business units, Lonsec Research and Ratings and Evidentia Group. The new Evidentia Group is the combination of the acquired Evidentia, together with Lonsec Investment Solutions and Implemented Portfolios.

Highly regarded executive Mike Wright, who has served as Group Chief Executive Officer of the Lonsec Group for the past four years, will take up the role of Chief Executive Officer at Evidentia Group. He steps into this leadership function within a fast growing and highly dynamic managed accounts sector that is expected to grow from $206 billion in 2024 to some $474 billion by 2030^[1].

Lonsec Research and Ratings will comprise the Lonsec Research, iRate, and SuperRatings brands.

Lorraine Robinson has been appointed Chief Executive Officer of the newly formed entity, readying the business for future expansion. Over the past five years, Lorraine has held the position of Executive Director of Lonsec Research, propelling the business into unparalleled growth during her tenure. Today, the Lonsec business encompasses over 1,800 managed investments, listed securities and superannuation funds researched or rated through its Lonsec Research and SuperRatings brands.

Lonsec’s unrivalled research and ratings track record continues

Grant Hackett, Group Chief Executive Officer at GDG thanked the Lonsec executive team for its enthusiasm to embrace the realigned roles and company structure.

“GDG is excited about the next growth phase for the newly formed Evidentia Group under Mike Wright’s leadership. Equally, the seamless transition of Lorraine Robinson to lead and guide Lonsec Research and Ratings provides a strong platform in support of GDG’s continued investment in the growth and success of our market-leading research business.

“Lorraine is the natural choice to lead the business in its next growth phase and continue to build on the integrity and proud Lonsec heritage of high-quality independent research and ratings services – upon which informed investment decisions are made daily.”

Wright to lead the undisputed leader in the managed accounts sector

With a proven track record of rapid growth in managed account businesses, both at Xplore Wealth and as Lonsec Group’s CEO, Mike Wright brings over 30 years’ financial services experience to his new role. His extensive career in the wealth management sector includes a broad range of leadership roles at BT, Westpac, and ANZ.

He said: “I am thrilled about the next iteration of Lonsec’s journey. This is a celebratory milestone for Lonsec and a testament to the entire team’s contribution to create today’s successful business. Lonsec Investment Solutions has made fantastic strides in the past five years, and it’s exciting to continue that, but also hand the research baton to Lorraine’s proven leadership.

“I’m excited to be working closely with Evidentia Co-founder Peter Smith, who has built a phenomenal business over the past 5 years, and I believe the collective strengths of Evidentia, Lonsec Investment Solutions and Implemented Portfolios will provide unrivalled end-to-end managed account solutions for licensees, financial advisers, and their clients.”

Peter Smith, co-founder of Evidentia, will assume the role of Executive Chairman of the newly formed Evidentia Group and join the Board of Generation Development Group.

Grant Hackett said: “Mike embraced this new opportunity under our realignment and is unequivocally the right individual to lead a new business formed by two managed account market leaders, with a combined total of $25 billion in funds under management (FUM). Mike’s proven leadership and capacity for innovation, makes him an exceptional fit to help take this newly merged business, Evidentia Group, to new heights.”

Robinson to lead the industry-leading research and ratings business

Lorraine Robinson, Chief Executive Officer at Lonsec Research and Ratings said: “The newly established Lonsec Research and Ratings unifies our award-winning research brands, bringing all our centres of research excellence into one business unit, allowing us razor sharp focus on our core vision of helping Australians make better business decisions.

“This realignment of the businesses, backed by GDG’s continued dedication to investing in our growth and continued success, will help us to drive innovation and explore new services for each of our unique client cohorts, working with them closely and remaining at the very forefront of the ever-evolving research sector.”

With the establishment of Lonsec Research and Ratings, the business will continue its unrivalled legacy of fearlessly independent research and ratings services across a broad spectrum of Australia’s investment, superannuation, financial advice, and services sector.

Lonsec Research and Ratings comprising of Lonsec Research, SuperRatings and Lonsec’s award winning research portal iRate, will continue to operate under their distinctive, independent brands. Kirby Rappell, Executive Director of SuperRatings will continue to head up the Superannuation research division and remains an integral member of the leadership team.

Whilst each of the brands service different customer bases, underpinning all is a mandate to provide meaningful insights, data, benchmarking and reporting on investment and superannuation products. Through this unification, Lonsec Research and Ratings will be able to leverage the strengths across all teams to enhance its broader market proposition.

Lorraine’s career within the financial services industry spans over 30 years, with leadership and investment positions in prominent organisations such as Evans and Partners, Goldman Sachs, and Macquarie Group. She brings to the role a deep and broad understanding of the research sector, as well as in-depth, hands-on experience in investment markets.

Final word: An enduring heritage of knowledge and strength in research and managed accounts

Established in 1994, Lonsec has expanded significantly over the past 30 years to become Australia’s market leading and pre-eminent Investment Research provider to the financial services sector.

In 2014, iRate – Lonsec’s award-winning and market leading investment research portal, was purchased by Lonsec, elevating its research service offering to financial advisers and their clients, and accessed today by over 5800 users.

In 2015, responding to the growing administrative and regulatory demands being placed on financial advisers, Lonsec launched its managed accounts business – Lonsec Investment Solutions (LIS), offering a diverse range of managed portfolio solutions, including MDA capability, through its acquisition of Implemented Portfolios in 2022. Its managed account business has grown to $12.7 Billion in funds under management over the past nine years.

Today’s realignment of the Lonsec operating businesses, under market leading executive leadership, backed by the continued investment and resources of GDG Group, heralds a new phase for the Lonsec brand to continue a proud legacy of exceptional performance and enhanced customer experience.

———–

Notes:
[1] IMAP (Jun-20-24), NMG Consulting (historical SMA type splits and all forecasts including the treatment of MDA as including MDAs, IMAs and other discretionary with no roll-forward or adjustment for MDA managers that did not provide data to IMAP in Jun-24

The post Lonsec Group businesses realigned and poised for further growth appeared first on AdviserVoice.

The Lonsec Manager of the Year was awarded to Perpetual Asset Management in recognition of its well-established investment philosophy and process, as well as a long standing and strong investment culture.

“Perpetual Asset Management has been committed to its investment style and maintained its approach through multiple investment cycles. It has also broadened its exposure across asset classes and built out its focus on ESG,” said Lonsec Research Executive Director, Lorraine Robinson.

Amanda Gillespie, Perpetual Asset Management Australia Group Executive, said “It’s a tremendous honour to be awarded both the Lonsec Fund Manager of the Year and the Lonsec Multi Asset Fund of the Year, being recognised for our true-to-label approach, broadened investment management capabilities and ESG credentials.”

In a new category introduced this year, the Lonsec Sustainable Fund of the Year was awarded to the Martin Currie Ethical Income Fund. ‘The Martin Currie fund excels at both ESG and Sustainability and has delivered consistent excess returns over the last few years so is a worthy winner of this award,’ continues Lorraine Robinson.

To celebrate the great innovation and development taking place within the industry, Lonsec also recognised the T. Rowe Price Global Impact Equity Fund with the Innovation Award. ‘T. Rowe Price is leading the way in mainstreaming ESG investment strategies and offers a glimpse into the next leg of evolution to dark green products.”

“It was wonderful to be able to celebrate in person this year. Congratulations to Perpetual Asset Management and all the other winners and nominees in this year’s awards.”

The SuperRatings Fund of the Year went to Hostplus, recognising the fund’s strong results across our key assessment areas.

“Each year we examine funds’ end to end offerings across MySuper, Member Choice and Pension offerings to choose the Fund of the Year. Hostplus was competitive across the key metrics of net benefit, member servicing and engagement, as well as providing a broad offering from low cost investing right through to a tailored retirement proposition,” said SuperRatings Executive Director, Kirby Rappell.

Hostplus also received the MyChoice Super of the Year Award for its continued uplift across digital services, whilst executing strategic initiatives to make it easier for advisers to engage with the fund.

David Elia, Hostplus Chief Executive Officer, said “We are honoured to be recognised and awarded SuperRatings’ 2023 Fund of the Year. At Hostplus our members’ best financial interests are at the core of our decision making and the net benefit we provide to them at retirement.”

SuperRatings also announced its MySuper of the Year Award, with CareSuper winning this category. CareSuper also received the Smooth Ride Award, reflecting its focus on risk management and strong outcomes on a risk-adjusted basis. “CareSuper continues to generate strong net benefit outcomes, while also providing a competitive default insurance offering and is a worthy recipient of the MySuper of the Year Award.” said Kirby Rappell

TelstraSuper was awarded Pension of the Year. “TelstraSuper was selected based on the strength of the tailoring within its retirement solution, focus on innovation and digital capabilities, coupled with its strong advice and support services,” said Kirby Rappell.

“It is an honour to continue to recognise the best in the superannuation sector and award those funds which, in the last year, have helped their members to navigate an increasingly volatile landscape.”

The post Perpetual Asset Management and Hostplus named major award winners appeared first on AdviserVoice.

After two years of virtual award presentations, we are thrilled that the awards will be given out at our gala dinner at the end of October.

Lonsec has added new award categories in recognition of the changing nature of the managed fund industry. The first is the Lonsec Sustainable Fund of the Year.

Lorraine Robinson, Executive Director of Lonsec Research comments “we have introduced the new Lonsec Sustainable Fund of the year in recognition of the growing importance of this sector for both managers and investors.

We also want to recognise the great innovation and development taking place within the industry. As such we will recognise and celebrate fund managers who are at the forefront of striving to improve the offer for investors with the Lonsec Innovation Award.”

Despite the ongoing market volatility and regulatory pressure, there have been significant achievements to celebrate within the superannuation industry. Kirby Rappell, Executive Director of SuperRatings comments ”nominees across all award categories have shown great commitment to helping their members navigate the difficult environment and we are honoured to recognise funds’ efforts at this year’s awards.”

The SuperRatings Fund of the Year and Lonsec Manager of the Year winners will be announced on the night.

The full list of nominees for all categories across both Lonsec Research and SuperRatings is available at the bottom of this release.

The awards gala dinner will be held on Wednesday 26 October at the Grand Hyatt in Melbourne.

The post Fund of the Year Award nominees announced appeared first on AdviserVoice.

Executive Director of Lonsec Research, Lorraine Robinson, said “Over the past 18 months, we have seen the growth in demand for funds issued under an Information Memorandum and wanted to offer Advisers and Investors an additional way of assessing these funds with a Lonsec rating.”

The first three Information Memorandum funds to be rated by Lonsec are the Acorn Capital Micro Opportunities Fund, the Acorn Capital NextGen Resources Fund and the Sandon Capital Activist Fund.

Dan McAleer, Head of Business Development at Acorn Capital said ”We partnered with Lonsec as their qualitative approach, expertise and knowledge of our firm makes them well placed to rate these new products we have bought to market via an IM structure”

Gabriel Radzyminski, Managing Director & Chief Investment Officer from Sandon Capital commented “Working with the Lonsec team throughout the rating process allowed us to see up close why they are known for the quality and breadth of their research.”

Lorraine Robinson continued “Lonsec has a long history of rating funds, and we were able to adapt our processes to suit the information memorandum issuance requirements, with additional focus on the operational capabilities of providers.”

Lonsec sees pent up demand for the rating of these products, targeting sophisticated investors, with the growth of smaller institutional managers and global managers bypassing retail investors and concentrating on wholesale investors and family offices.

Lonsec has a strong pipeline of clients offering funds issued under an Information Memorandum in Australian and Global equities and Alternatives.

The post Lonsec expands research offering to Information Memorandum funds appeared first on AdviserVoice.

The Lonsec Manager of the Year was awarded to First Sentier Investors in recognition of their strong investment approach right across their suite of products.

“First Sentier Investors has a strong track record, not just in performance, but also driving positive change with their investment products, having integrated ESG across their business,” said Lonsec Research Executive Director, Lorraine Robinson.

“Congratulations to First Sentier Investors and all the other winners and nominees in this year’s awards.”

First Sentier Investors CEO, Mark Steinberg, commented “First Sentier Investors has always had a focus on delivering sustainable long-term outcomes for our clients. We are very proud to receive this award as recognition of that commitment.”

The SuperRatings Fund of the Year went to UniSuper, recognising their strong assessments across the main judging categories, with strong performance, competitive fees and an ongoing focus on members.

“UniSuper has continued to deliver strong net benefit outcomes over the past twelve months, due to competitive fees and strong performance. Coupled with a clear focus on supporting and servicing members, with a range of advice services embedded into their offering, UniSuper demonstrates the benefit of consistent excellence across all aspects of their offering,” said SuperRatings Executive Director, Kirby Rappell.

“It is an honour to continue to recognise the best in the superannuation sector and award those funds who, in the last year, have helped their members to navigate a very difficult time.”

UniSuper CEO, Peter Chun, said “We’re so proud to have won SuperRatings Fund of the Year award. UniSuper is committed to delivering greater retirement outcomes for our members so it’s an honour to be recognised for offering the very best in investment performance, value, and member services, especially now we can welcome all Australians to our fund.”

Fund of the Year Award winners

• Manager of the Year: First Sentier Investors
• Multi-Asset Fund of the Year: BlackRock Tactical Growth Fund
• Active Equity Fund of the Year: Hyperion Australian Growth Companies Fund
• Passive Fund of the Year: VanEck MSCI International Quality ETF – ASX: QUAL
• Active Fixed Income Fund of the Year: Pendal Short Term Income Securities Fund
• Property and Infrastructure Fund of the Year: Australian Unity Healthcare Property Trust
• Alternatives Fund of the Year: Partners Group Global Value Fund
• Emerging Manager of the Year: Sage Capital
• Innovation Award: Robeco SDG Credit Income Fund (AUD Hedged) – Class B
• Fund of the Year: UniSuper
• MySuper of the Year: AustralianSuper
• MyChoice Super of the Year: Hostplus
• Pension of the Year: QSuper
• Career Fund of the Year: HESTA
• Momentum Award: TelstraSuper
• Net Benefit Award: AustralianSuper & HESTA
• Smooth Ride Award: QSuper
• Infinity Award: Australian Ethical Super

The post First Sentier Investors and UniSuper named major award winners appeared first on AdviserVoice.

Lonsec CEO, Mike Wright, comments, ‘As the pandemic has posed ongoing challenges across investment markets and operating environments, it is important that we recognise the contributions of strong funds that are helping their clients and members navigate this uncertainty.’

For the first time, Lonsec will present a full suite of nine managed fund awards, including an overall Lonsec Manager of the Year. Lorraine Robinson, Executive Director of Lonsec Research explains, ‘In previous years, the SuperRatings Awards have been a much-anticipated event and we decided it’s time that Lonsec Research further recognised the outstanding contributors to the managed fund market.’

The nominations for the Lonsec Manager of the Year are:

• First Sentier Investors
• Franklin Templeton
• Pendal Group

This year’s awards will be the nineteenth for SuperRatings, recognising the best superannuation funds. Kirby Rappell, Executive Director of SuperRatings comments, ‘It is an honour to continue to recognise the best in the superannuation sector and award those funds who, in the last year, have helped their members to navigate a very difficult time. While this year’s event will be held virtually, the awards continue to be very real.’

An overall SuperRatings Fund of the Year winner will also be announced on the day. The full list of nominees for all categories is available at the bottom of this release.

The awards will be held at 3.00pm on Thursday, 28 October in a 1.5-hour online session to be enjoyed from the comfort of your home or office. As part of the awards program, Lonsec and SuperRatings will host a panel session, On the Road to Net Zero by 2050, to discuss the strategic considerations associated with the rising adoption of net zero by 2050 by companies and governments and what this means for investment portfolios.

Lonsec Fund of the Year Awards categories

Lonsec Multi-Asset Fund of the Year

• Atrium Evolution Series – Diversified Fund AEF 9
• BlackRock Tactical Growth
• Pinebridge Global Dynamic Asset Allocation Fund

Lonsec Active Equity Fund of the Year

• GQG Partners Emerging Markets Equity Fund – A Class
• Hyperion Australian Growth Companies Fund
• T. Rowe Price Global Equity Fund

Lonsec Passive Fund of the Year

• BetaShares Asia Technology Tigers ETF – ASX: ASIA
• ETFS Physical Gold – ASX: GOLD
• VanEck MSCI International Quality ETF – ASX: QUAL

Lonsec Active Fixed Income Fund of the Year

• Ardea Real Outcome Fund
• Macquarie Income Opportunities
• Pendal Short Term Income

Lonsec Property and Infrastructure Fund of the Year

• Australian Unity Healthcare Property Trust
• ClearBridge RARE Infrastructure Income Fund (Hedged)
• Quay Global Real Estate Fund

Lonsec Alternatives Fund of the Year

• Hamilton Lane Global Private Assets Fund (AUD)
• Man AHL Alpha
• Partners Group Global Value Fund

Lonsec Emerging Manager of the Year

• Daintree Capital Management
• Eiger Capital
• Sage Capital

Lonsec Innovation Award

• iShares Core Corporate Bond ETF (ASX: ICOR)
• Magellan FuturePay
• Robeco SDG Credit Income Fund

SuperRatings Fund of the Year Award categories

SuperRatings MySuper of the Year

Awarded to the fund that has provided the Best Value for Money default offering

• AustralianSuper
• Aware Super
• CareSuper
• Cbus
• Equip
• HESTA
• Hostplus
• QSuper
• Sunsuper
• UniSuper

SuperRatings MyChoice Super of the Year

Awarded to the fund with the Best Value for Money offering for engaged members

• AustralianSuper
• Aware Super
• CareSuper
• Equip
• Hostplus
• Mercer Super Trust
• QSuper
• Sunsuper
• UniSuper
• Vision Super

SuperRatings Pension of the Year

Awarded to the fund with the Best Value for Money pension offering

• AustralianSuper
• Aware Super
• Cbus
• HESTA
• Hostplus
• QSuper
• Spirit Super
• Sunsuper
• TelstraSuper
• UniSuper

SuperRatings Career Fund of the Year

Awarded to the fund with the offering that is best tailored to its industry sector

• Cbus
• HESTA
• Hostplus
• Mercy Super
• TelstraSuper
• UniSuper

SuperRatings Momentum Award

Awarded to the fund that has demonstrated significant progress in executing key projects that will enhance its strategic positioning in coming years

• Active Super
• Cbus
• CSC
• Equip
• Hostplus
• TelstraSuper

SuperRatings Net Benefit Award

Awarded to the fund with the best Net Benefit outcomes delivered to members over the short and long term

• AustralianSuper
• CareSuper
• Cbus
• HESTA
• Hostplus
• UniSuper

SuperRatings Smooth Ride Award

Awarded to the fund that has best weathered the ups and downs of the market, while also delivering strong outcomes

• Aware Super
• BUSSQ
• CareSuper
• Cbus
• HESTA
• QSuper

SuperRatings Infinity Award

Awarded to the fund most committed to addressing its environmental and ethical responsibilities

• Active Super
• Australian Ethical Super
• Aware Super
• Christian Super
• Future Super
• HESTA

The post Lonsec and Superratings Fund of the Year award nominations announced appeared first on AdviserVoice.

Peter Green has been appointed Sector Manager, Australian Equities, with responsibility for leading Lonsec’s coverage of Australian equity managed fund products. Mr Green will also retain his current position as Head of Listed Products, covering Lonsec’s ever-growing universe of exchange traded funds and other listed products.

Lonsec Research Executive Director Lorraine Robinson said Mr Green’s wealth of experience, including 12 years at Lonsec working across managed funds, listed products, and direct equities research, will put Lonsec in a strong position to manage growth.

“Peter is one of the most experienced and consummate research analysts in the Australian market, so we are very pleased that he will be moving into this expanded role,” said Ms Robinson.

“Peter will now have responsibility for leading our listed product research as well as our Australian equities manager research, allowing us to benefit from Peter’s knowledge and experience in this critical sector. Peter is highly respected among fund managers and has been instrumental in the development of our direct equities research capability, so this is a natural fit for him.

“We are seeing a steady uptick in new investment products entering the Lonsec rated universe, and Peter’s appointment, along with recent new hires, will help us accommodate this growth while maintaining the quality of our coverage and continuing to innovate our research offering.”

Lonsec has also appointed Chad Troja as Head of Direct Equities. Mr Troja has been a member of Lonsec’s direct equities team since 2017 and has over 15 years’ experience in equities research and funds management. Asha Rahman has joined Lonsec’s research team as an Associate Investment Analyst and Rish Chaudhuri will commence as an Investment Analyst in October.

The post Lonsec fills expanded research role to meet growth appeared first on AdviserVoice.