Watch the full video:
Listen to the podcast
Get In Touch
Episode Description:
In this episode, we’re joined by Nathan Lim, Chief Investment Officer at Lonsec, one of Australia’s most prominent investment research, ratings and implemented solutions businesses serving financial advisers, fund managers and the superannuation industry.
Nathan talks about the importance of staying invested through market volatility, relying on well-diversified portfolios matched to your risk tolerance, and financial advisors’ critical role in helping clients achieve their financial goals.
He also discusses how Lonsec provides independent research and tailored investment solutions to support financial advisors, the need to look beyond labels like “balanced” to understand what’s really in a fund, and why investors shouldn’t try to time the market by jumping between different risk profiles.
If you want to understand how a leading investment research house supports financial advisors in building robust client portfolios and achieving retirement goals, then make sure to listen to this episode!