Lonsec is capitalising on a mismatch between the industry’s focus on investment objectives and the capacity of tools to provide personalised solutions, upgrading its iRate platform with a new solution for tailored advice.
Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives.
The classic challenge for the listed infrastructure sector has always been the lack of a commonly accepted benchmark, but market conditions over the past year have highlighted just how diverse the asset class is.
Lonsec Research Wins Rating House of the Year 2016
Despite recent underperformance, alternatives are still seen by investors as a valuable addition to their portfolios, particularly in terms of providing diversification benefit, with client interest ticking upwards over the past two years.
Lonsec Award Winners Announced
Lonsec Research has found many Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decision.
In its recent Strategic Asset Allocation Review, Lonsec made downward revisions to long-term expected returns across most asset classes, including a reduction in the expected performance of Australian equities. This led to a shift in Lonsec’s strategic asset allocation weights for its traditional balanced risk profile, with the majority of the recommended equity allocation now tilted towards global shares.
Lonsec has announced the finalists for the Lonsec Awards 2016, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector.
Global equity fund managers are bringing more and more new products to the market, as investor demand for global exposure and a range of different strategies continues to grow.
This year’s Day of Confrontation looks beyond pure economics to understand the driving forces of change in a global society. Old business models are being overturned, and consumers are harnessing technology to win more power, choice and economic freedom. But how real is this freedom? How do we explain the growing political discontent around the world?
With the rise of smart beta and cheap factor exposure, investors are beginning to question the value of high-cost active funds, especially those with low levels of ‘activeness’. And they aren’t the only ones. Regulators are also taking a keen interest in how active funds sell themselves, in an attempt to combat the phenomenon known as ‘closet indexing’.
Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares.
The Honourable Bob Carr has been announced as keynote speaker for this year's Day of Confrontation
Lonsec Research has now launched the next generation of its market-leading iRate platform, providing financial advisers with a powerful array of new tools and capabilities to drive their investment analysis.
Often the question that weighs most on older Australians is, ‘what happens if I outlive my money?’ The risk of living too long can be a serious one, and with volatility returning to markets in the wake of the UK’s Brexit referendum, this fear is likely to again be at the forefront of investors’ minds.
Macquarie Investment Management has been named as the 2016 Fund Manager of the Year at the 29th Fund Manager of the Year awards, hosted by Money Management and Lonsec Research.
With the advantages of ETFs now firmly planted in the minds of investors, Australia’s ETF sector is entering the next phase of development. Competition between funds and the variety of product offerings available reflect a market that is already highly dynamic. But the biggest developments may yet lie ahead.
The Philosophy Series, the third season of evolution media group’s financial advice TV show, The No More Practice Investment Series, is to be screened on the Nine Network Australia, as an education initiative for consumers to understand how to grow their wealth.
As firms and households adjust their spending path in line with lower growth expectations, it seems investors are still aiming high when it comes to returns. How multi-asset managers respond to this demand, while also dealing with the broader challenge of higher volatility and market uncertainty, will be critical to fund success.