Search ResultsShowing 1 - 10 of 100+ results for "Lonsec"
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... Credit Suisse executive director of investment consulting Stephen Cabot; Koda Capital head of research Jason Coggins; Lonsec Research general manager of investment consulting Lukasz de Pourbaix; Rainmaker head of investment research John Dyall; IOOF ...
BetaShares responsible investment ETF recognised
HARRISON WORLEY  |  THURSDAY, 24 OCT 2019
Lonsec upgraded its rating of one of BetaShares' two responsible investment ETFs. The rating agency upgraded the rating of BetaShares' Global Sustainability Leaders ETF (ETHI) to "Recommended", with the firm pointing to the "strict and pragmatic ethical ...
BT Financial Group enlists research provider
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... It has also prompted some in the industry to warn that potential conflicts of interest exist in managed accounts, with Lonsec warning that advisers must interrogate these risks . Financial Standard's 2019 Managed Accounts Survey of financial advisers ...
Boutique hires from Ellerston Capital
KANIKA SOOD  |  WEDNESDAY, 9 OCT 2019
... continue to run a Sydney office, which has four distribution/client services staff. The funds are rated by Zenith and Lonsec. They are currently going through their yearly reviews. Bell says the firm is in an ongoing dialog with Morningstar. Retail ...
BetaShares defends Dividend Harvester ETF after critical report
ELIZA BAVIN  |  WEDNESDAY, 11 SEP 2019
... it's Dividend Harvester Fund after it failed to achieve an "investable" rating. The fund was the subject of a critical Lonsec report which criticised the "capital erosion" suffered by the product. Returns from the Dividend Harvester Fund have remained ...
Beware adviser conflicts of interest: Lonsec
ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... investment platform market in Australia is in managed accounts already and that number is growing every year. According to Lonsec head of wealth management sales Tony Nejasmic, advisers must be wary of the conflicts that exist. "Managed accounts have ...
New distribution head for listed platform
ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... of distribution and marketing. Anne Hamieh steps into the role, which has been empty since Tony Nejasmic departed for Lonsec in June. Hamieh was most recently intermediary sales manager at Vanguard Australia for five years. Prior to her time at Vanguard ...
Xplore continues hunt for chief executive
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... Wealth also lost its head of distribution and marketing, Tony Nejasmic, at the start of June. Nejasmic has since joined Lonsec as head of wealth management. His replacement has been appointed but not yet announced by the company. It was a mixed quarter ...
Charter Hall industrial fund scores top Lonsec rating
HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
Charter Hall's Direct Industrial Fund No.4 (DIF4) scored Lonsec's top rating. The independent research house rated DIF4 as Highly Recommended, noting its portfolio was 100% occupied by "high-quality tenants" and was well positioned in terms of future ...
Industry fund appoints deputy CIO
ELIZABETH MCARTHUR  |  TUESDAY, 18 JUN 2019
... Cbus in 2013 Chatfield worked in asset consulting, funds management and research with Frontier, Challenger, UniSuper and Lonsec. Before moving into investment he worked in the superannuation group at KPMG.
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