Lonsec has also been a keen supporter of investing through SMAs and other managed account structures and was an early adopter within the industry through the provision of its model portfolios to leading SMA providers. Lonsec has also operated its own MDA service since 2006.
In response to the increasing client demand for direct investments, Lonsec has recently established its Portfolio Services division which aims to build on its existing capabilities in portfolio construction and investment consulting to deliver an expanded range of direct portfolio solutions that can be implemented either through its stockbroking division, the Lonsec MDA service or through external SMA platforms.
It has recently launched its new Diversified Direct Model Portfolios, which comprise a suite of portfolios each constructed around a specific Lonsec risk profile (e.g. Conservative, Balanced, Growth) and each of which aims to provide a diversified portfolio solution based solely on the use of ASX listed securities.
Lonsec is therefore pleased to be a sponsor of IMAP and work together with key industry partners to support financial intermediaries to achieve their clients’ investment goals through managed accounts.