News

Bringing together the greatest minds in retirement

Date June 23rd 2017
Author Lonsec Research
Category News

Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry Panel, joining existing members AB, BT, Invesco Australia, Investors Mutual Limited, State Street Global Advisers and Plato.

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Lonsec launches personalised advice capability

Date April 26th 2017
Author Money Management
Category News

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.

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Adapting to the New World of Financial Advice

Date April 12th 2017
Author Gordon Toy
Category News

Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives.

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Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

Date November 23rd 2016
Author Gordon Toy
Category News

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.

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Lonsec Wins Rating House of the Year 2016

Date November 21st 2016
Author Lonsec Research
Category News

Lonsec Research Wins Rating House of the Year 2016

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Investors See Alternatives as Key Diversifier

Date November 2nd 2016
Author Gordon Toy
Category News

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.

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Lonsec Award Winners Bring New Thinking to Wealth Sector

Date October 20th 2016
Author Lonsec
Category News

Lonsec Award Winners Announced

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Australian Funds Embrace ESG More Than Global Peers

Date October 4th 2016
Author Gordon Toy
Category News

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.

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Global Exposure Needed to Meet Investment Objectives

Date September 28th 2016
Author Gordon Toy
Category News

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.

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Lonsec Awards 2016 Nominees Announced

Date September 26th 2016
Author Gordon Toy
Category News

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.

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Global Equity Products Surge as Investors Seek Returns Offshore

Date September 13th 2016
Author Gordon Toy
Category News

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.

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Day of Confrontation 2016

Date September 9th 2016
Author Lonsec
Category News

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?

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Closet Indexers Beware

Date August 30th 2016
Author Lonsec Research
Category News

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’.

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Investors Pass Up A-REITs Despite Outperformance

Date August 24th 2016
Author Gordon Toy
Category News

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.

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Where's Our Plan B?

Date August 18th 2016
Author Lonsec
Category News

The Honourable Bob Carr has been announced as keynote speaker for this year's Day of Confrontation

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Next Gen iRate to Power Financial Advice Industry

Date August 10th 2016
Author Gordon Toy
Category News

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.

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What Happens if I Live Too Long?

Date July 6th 2016
Author Gordon Toy
Category News

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.

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Fund Manager of the Year 2016 Announced

Date May 27th 2016
Author Gordon Toy
Category News

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.

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The Next Wave of ETF Investing

Date May 19th 2016
Author Lonsec Research
Category News

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.

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Industry Showcased as Never Before on Channel 9

Date May 6th 2016
Author Lonsec
Category News

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.

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