Lonsec

Here at Lonsec, our purpose is to help our clients and partners make better investment decisions. We believe in the power of trusted and objective investment insight, and this insight can drive better outcomes for advisers, super funds, fund managers and of course, their clients. Our mission is to empower Australians with the information and tools they need to make better investment decisions. Across our four brands, we help build connections between you and your clients, and we're uniquely positioned within Australia’s ever changing financial services landscape to help you grow your businesses, enrich your knowledge, and ultimately, live your ideal life.

For the third year running, we are thrilled to have been announced as the winner of the Responsible Investing category at the 2024 IMAP Managed Accounts Awards. This achievement highlights our commitment to leading the way in responsible investing.   We want to thank IMAP - Institute of Managed Account Professionals for hosting these awards and congratulate all finalists in the category.    Read more about the awards and see the full list of winners here: https://lnkd.in/gDgBpDjD

We are proud to have attended the VBP Conference 2024 last week in Cebu. Representing Lonsec at the conference was Business Development Manager Ivan Dadic.   Speaking about the event, which was based around the theme 'Forging Ahead', Ivan said his key takeaway is that collaboration and innovation are essential for growth in today’s financial advice landscape.   Congratulations to VBP for hosting such a fantastic event. #vbpconference2024

We are delighted to announce AXA Investment Managers (AXA IM) as our latest In the Spotlight partner. Watch the full episode here: https://lnkd.in/gxK4Sq8s AXA IM has been at the forefront of responsible investing for the last 30 years and actively invests for the long-term to help their clients, people and communities prosper and secure a sustainable future for the planet. AXA IM Global Head of Fixed Income, Marion Le Morhedec, sat down to talk with Isrin Khor, Manager, Fixed Income at Lonsec Research, about: • The growth in the green bonds market over the past decade • How green bonds can be a good diversifier for investors • The AXA IM framework for assessing green bonds. Their full conversation is now available on the dedicated In the Spotlight webpage. #investmentmanagement #assetmanagement #financialadvisers #responsibleinvesting #greenbonds

The August edition of Portfolio Perspectives is now available: https://lnkd.in/gHZgdYXu In this month's edition, Nathan Lim looks at corporate profit growth and the US reporting season, as well as the risk/reward for the "Magnificent 7".

Join us for our upcoming webinar as we explore Lonsec’s Listed and Multi-Asset Managed Portfolios, now available on the Expand Platform. Register here: https://lnkd.in/g6JU2bc5 In this webinar, Deputy CIO and Portfolio Manager, Deanne Baker, and Portfolio Manager, Dan Moradi will provide valuable insights into: • The distinctive features of these portfolios • Their performance across various market conditions • The types of clients they are best suited for Don't miss this opportunity to enhance your understanding and discover how these portfolios can meet the investment needs of your clients. #managedaccounts #portfoliomanagement #financialadvisers #webinar

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfolios. https://lnkd.in/ewqckJk6

We are delighted to bring you the new-look Lonsec website! https://lnkd.in/gpY5iQb2 Client feedback was at the forefront when designing the new website to ensure that all our clients - financial advisers, fund managers and super funds - can easily find what they're after as we continue to support them in servicing their clients. We have taken a 'less is more' approach so our new site is simple to use, easy to navigate and highlights our latest views and insights. One key update is the introduction of the Insights tab, which pulls together all our insights and views, including the popular Portfolio Perspectives Podcast and In The Spotlight interviews. Take a look here: https://lnkd.in/gpY5iQb2

We have had many exciting developments over the past year, and there are more to come in FY25. Our CEO, 📊 Michael Wright, recently sat down with the team at The Inside Network to unpack it all on their "Brilliant Investment Thinking. Shared" podcast: https://lnkd.in/gmW5Cd9c In this episode, Mike and host Tahn Sharpe discuss everything from managed accounts to portfolio construction, and how AI is shaking up the financial services landscape.

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