Lonsec Research

Phone: 02 8651 6751

Email business

www.vaneyk.com.au

Website

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Lonsec Research
Category: Investment Services

Key contact details for Lonsec Research
Phone
02 8651 6751
Email
Email business
Website
www.vaneyk.com.au
Address
Level 14 2 Bulletin Place, Sydney NSW, 2000
 

Portfolios

Asset Allocation


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Business profile

iRate is a secure website that contains Lonsec's research. Fund manager research and sector research spanning over 800 products. Fund profiles and data on over 17,000 unlisted products, including product profiles and exportable comparative tables. Portfolio construction tool where you can blend funds with different investment styles according to your clients' risk profiles and investment timeframes. Portfolio comparator to compare up to five portfolios based on performance, price, asset allocation and risk. Interactive quantitative analysis tool to analyse risk and returns for funds, peer groups, portfolios and benchmarks. Monthly Investment Outlook Report, including economic, market and investment trend updates and Tactical Asset Allocations and Strategic Asset Allocations for investors across different risk levels. Interactive Tactical Asset Allocation Model (ITAM) to create an optimal mix of assets based on a client's risk profile and expectations based on the economic outlook

  • Business profile

    iRate is a secure website that contains Lonsec's research. Fund manager research and sector research spanning over 800 products. Fund profiles and data on over 17,000 unlisted products, including product profiles and exportable comparative tables. Portfolio construction tool where you can blend funds with different investment styles according to your clients' risk profiles and investment timeframes. Portfolio comparator to compare up to five portfolios based on performance, price, asset allocation and risk. Interactive quantitative analysis tool to analyse risk and returns for funds, peer groups, portfolios and benchmarks. Monthly Investment Outlook Report, including economic, market and investment trend updates and Tactical Asset Allocations and Strategic Asset Allocations for investors across different risk levels. Interactive Tactical Asset Allocation Model (ITAM) to create an optimal mix of assets based on a client's risk profile and expectations based on the economic outlook

Lonsec Research's Keywords

Portfolios | Asset Allocation