Lonsec

• AMP, BlackRock & Lonsec combine in powerful managed account initiative

  AMP Advice has launched Australia-first solution for democratising access to managed portfolios

• Beyond SMAs: The next evolution

  Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale opportunities.

   

• Emerging markets: A once in a generation opportunity

  Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

   

• Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

  AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social and governance matters.

• IMAP Awards Australian Equities Winner - Quality at a reasonable price

  Lonsec Investment Solutions tops the Australian Equities category of the 2025 IMAP Managed Account Awards. Nathan Lim (Evidentia) & Brad Matthews (Brad Matthews Investment Strategies) discuss Lonsec’s philosophy and approach to investing.

• In-house managed account portfolios - Pros and Cons

  Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but can come with challenges. 

   

• Managed accounts: The art of portfolio management

  Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.

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• Managing the program

  John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

   

• North focuses on customisation and flexibility with several new additions

  North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices deliver portfolio customisation at scale

• Portfolio customisation: Models with tailoring

  Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

   

• Responsible investing: What’s on the horizon?

  Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.

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• Retirement income certainty and choice at the heart of North’s investment menu additions

  AMP Advice has launched Australia-first solution for democratising access to managed portfolios

• Structural themes to drive portfolio returns

  Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

   

• The Holy Grail of private markets for managed accounts

  Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path