Lonsec   ⟩   Tailored Managed Accounts

Implement your own managed account solutions

You can leverage our experience in portfolio construction and managed account structures to develop your own managed account solutions. Under this service Lonsec Investment Solutions would be your outsourced model manager responsible for managing your portfolio tailored to your requirements.

We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.

- Dr John Morrison, Valant Capital Partners

Our end-to-end offering

Construction of portfolios aligned to your requirements

Establishment of governance structures such as investment committee and charters

Management of platform responsible entity (RE) due diligence, including documentation and review process

Implementation of managed account portfolios, including switching and rebalancing

Management of ongoing platform reporting requirements

Ongoing education and resources to help you and your clients get started with SMAs