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Showing 161 - 170 of 639 results for "Lonsec"

Former Lonsec chief executive joins Perpetual

ALEX BURKE  |  FRIDAY, 24 NOV 2017
The former group chief executive of Lonsec has joined Perpetual Investments. Amanda Gillespie joins Perpetual in the newly-created role of general manager client solutions and strategy. Perpetual Investments group executive David Lane said the new role ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... working group include: AMP Bennelong Funds BT Colonial First State Copia and Ralton Elston Financial Express IOOF IRESS Lonsec Macquarie Morningstar Netwealth Praemium

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research. Lonsec's iRate platform will be rolled out to advisers licensed by Synchron, providing Lonsec's full suite ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... since inception in 2008 against the S&P/ASX 300 A-REIT Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith have rated the fund as 'highly recommended.' Cromwell's assets under management stands at $10.1 billion across ...

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... advisers drove Capital Fund Management to launch a new diversified strategy, which has already been rated "Recommended" by Lonsec. The CFM IS Trends Trust has been produced exclusively for the Australian market and employs alternative beta strategies ...

VanEck Australia makes first billion

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... investment strategies which deliver clearly defined investment results." Of VanEck's 14 ETFs, eight are recommended by Lonsec, while its most popular smart beta ETF - the VanEck Vectors Australian Equal Weight ETF (MVW) - is highly recommended. The MVW ...

GSFM scores major alternatives partnership

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... think it's driven largely by the various research departments of dealer groups and the consultants within the likes of Lonsec and Zenith, who understand and appreciate the correlation benefits of owning alternatives; the demand is only going to increase ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... points." CFM has partnered with Winston Capital Partners for its third party retail distribution, and recently attained Lonsec ratings for its two retail funds, the CFM ISDiversified Trust and CFM ISTrends Trust.

Cooper Investors opens door to retail

ALEX BURKE  |  TUESDAY, 5 SEP 2017
With its first rating from Lonsec and a responsible entity mandate from Equity Trustees, $12 billion fund manager Cooper Investors is ready for the retail market. Lonsec has rated both the Cooper Investors Global Equities Fund (Hedged) and Cooper Investors ...

Australian investment firm opens London office

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... Global Fund - Long Only was recently upgraded to "highly recommended" by Zenith Investment Partners and "recommended" by Lonsec.