|Search Results||Showing 1 - 10 of 100+ results for "Lonsec"|
|... solutions. Former Evans Dixon Corporate and Institutional chief operating officer Lorraine Robinson will take control of Lonsec Research in December as the firm's executive director. Robinson is set to bring a mix of commercial acumen and strong research ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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'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 ...|
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
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