lonsec

Financial planning

Zurich exiting Lonsec

Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....

Financial planning

Zurich looks to exit Lonsec ownership

Zurich has been entertaining bids to exit its ownership of Lonsec....

Editorial

Asset classes and product types: considering the alternatives

What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...

Editorial

Asset classes and product types: considering the alternatives

PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...

Editorial

April research round-up

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

Financial planning

Solid year for small caps

Investing in the Standard & Poor's/ASX Small Ordinaries Accumulation Index returned solid dividends for many investors last year, but you had to be in the right place at ...

Funds management

Macro events cloud equities outlook in 2011

Despite the Australian sharemarket only returning a modest gain of 1.9 per cent over the 2010 calendar year, Australia remains vulnerable to recent global events, accordi...

Financial planning

Fund manager performance: reaching for the Holy Grail

The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....

Financial planning

Research fund house update

What's the latest for the major research fund houses?...

Editorial

March research round-up

PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...

Editorial

Analysing the raters

PortfolioConstruction Forum asked the research houses: Of the 15,000 managed funds on offer in the Australian market, how do you determine which ones you will rate, and w...

Financial planning

Entries open for Marketing and Young Achiever awards

Three new categories have been added to this year’s Money Management Fund Manager of the Year Awards, with the inclusion of Best Advertising Campaign of the Year, M...

Financial planning

Lonsec eyes model portfolio expansion

On the 10th anniversary of its Australian Equity Core Model Portfolio, Lonsec is fine-tuning an emerging leaders model portfolio through its stockbroking division....