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Showing 81 - 90 of 590 results for "Lonsec"

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Lonsec is looking to help financial advisers transition away from conflicted advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to ...

BetaShares receives Zenith rating

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
... place as a low cost, core holding for Australian Equities." This news comes after A200 was awarded a recommended rating by Lonsec in July.

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... research. Prior to Zenith Investment Partners, he was the head of marketing at Legg Mason for nine years. He worked at Lonsec for five years and Mercer for three years. He has also consulted for fund managers such as Merricks Capital. Copia chief operating ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical excess return ...

UniSuper awards small caps mandate

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... strategy. This has lost 4.54% since its 31 January 2018 start as compared to the benchmark which has lost 3.81%. Lennox won the Lonsec rising star award for 2018.

Challenger kicks off active ETFs

KANIKA SOOD  |  MONDAY, 10 DEC 2018
... semi-government bonds, offshore bonds, and derivatives to gain exposure to non-interest rates. It is rated by Zenith and Lonsec. Fidante had its sights set on listing Australia's first active fixed income ETF. However, Legg Mason fixed income affiliate ...

Australia's first active fixed income ETF goes live

KANIKA SOOD  |  TUESDAY, 20 NOV 2018
... asset backed securities, currently with an average rating of AA. It has scooped up fixed income awards from rating houses Lonsec, Morningstar and Zenith this year and has delivered 3.18% per annum over a three-year period, beating the benchmark by 0.26%. ...

Lonsec appoints marketing director

HARRISON WORLEY  |  FRIDAY, 16 NOV 2018
Lonsec appointed a former Clime Asset Management executive to lead its marketing efforts. Rob Hardy links with Lonsec as the firm's new executive director of sales and marketing - a new role, which is set to see Hardy also assume responsibility for ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... a -10% floor when setting out objectives, Crowe said by way of example. Conversely, there would be a cap on the upside. Lonsec general manager of specialised research Michael Elsworth said when putting portfolios together three key aspects are considered ...

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... year end. Separately, the Platypus Australian Equities Fund recently received an upgrade to 'Recommended' from Lonsec Research. For the year to 30 September 2018, the fund produced a return of 26.69% (wholesale units) outperforming its benchmark ...