A range of core portfolio models to suit your investment objectives
IPL ETF Model Portfolios
Your Portfolio Manager: Nick Field
Nick joined Lonsec Investment Solutions in 2021 to help manage its Listed Diversified and Direct Equities Managed Accounts. He was appointed as Portfolio Manager for Implemented Portfolios in early 2023 and is responsible for applying the decisions of the IPL Asset Allocation Investment Committee to the client IMA portfolios. Before joining Lonsec Investment Solutions, Nick had 15 years of investment experience with other institutions, covering management of multi-asset-class and pure equities portfolios, and fundamental research across equities sectors and other asset classes. Nick holds a Bachelor of Commerce (Finance) and Bachelor of Arts from the University of NSW, and is a Chartered Financial Analyst.
The IMA ETF Model portfolios are managed by Portfolio Manager Nick Field. The portfolio management approach for these models is based on our philosophy of long-term VALUE investing.
We use a proprietary valuation model to estimate the 10 year returns available on different asset classes and market segments in Australia and overseas. Then we tilt the client portfolios towards the best returns, meaning we allocate more money to those markets which offer the best value. We also try to avoid markets which look overpriced and represent poor value.
We stagger portfolio trading over time because we are able to assess long-term value, but we know we can’t pick the exact timing of market inflections.
Regularly reallocating our portfolio towards the best value opportunities over time means we are buying low and selling high. This kind of DYNAMIC asset allocation should deliver strong investment returns over the long term, but by avoiding the most overpriced markets, we also reduce the risk of large capital losses, because those are most LIKELY in markets with bubble-like conditions. As a result, we expect to deliver higher long-term returns than a FIXED asset allocation, but also with lower volatility of the portfolio value. Compared to a standard multi-asset-class portfolio, our investment approach is aiming for better risk-adjusted returns over time.
IPL ESG Aware Model Portfolios
Your Portfolio Manager: Chris Robertson
Chris is an Investment Management veteran who brings over 30 years of experience in the day-to-day portfolio management including asset allocation, portfolio modelling, trading and investment risk and analytics.
As Head of Portfolio and Risk Management Chris is responsible for advancing Evidentia’s investment operations by leading the integration of performance and investment risk analytics into daily portfolio management. Chris is also focused on strengthening portfolio oversight, dynamic asset allocation, and data-driven decision-making processes. Chris is also a member of Evidentia and Implemented Portfolios Investment Committees.
Chris was formerly Investment Director at CFSGAM providing institutional representation of equity investment processes and capabilities. In addition to this Chris has extensive international investment experience including Senior Portfolio Manager Quantitative Equites at SSGA and Senior Quantitative Analyst at Schroders. This included membership of the Schroders Australian Asset Allocation Committee and designing and building of asset allocation and risk models to support investment decisions.
Chris has a Bachelor of Business from Massey University and a Masters in Management from Macquarie Graduate School. Chris continued his studies recently completing a Diploma in Data Science through John Hopkins University.
IPL Direct Equity Model Portfolios
Run by Joseph Palmer & Sons
About Joseph Palmer & Sons
Malcolm Palmer is a share analyst and stockbroker, having had 10 years’ experience with financial funds management institutions before joining the firm in 1993. Fotine Palmer is the firm’s accountant. She previously worked with several large financial service institutions.
The active direct stock model construction is performed by professional investment management firm Joseph Palmer & Sons (JPS) who select individual shares and securities to provide exposure to the relevant asset classes. Joseph Palmer & Sons have been investing on behalf of clients for over 140 years. Malcolm Palmer, great grandson of the founder, is Managing Partner and responsible for directing the business.
Lonsec Listed Model Portfolios
Your Portfolio Manager: Danial Moradi
Dan is responsible for managing Lonsec Investment Solutions’ multi-billion-dollar suite of Listed Managed Accounts and award-winning Australian Equity SMAs. He also contributes to broader investment governance as a member of Evidentia Private’s Asset Allocation, Manager Selection and Performance and Conformance Oversight Committees, providing strategic advice and input on portfolio construction and asset allocation decisions across the group.
Dan brings extensive experience in funds management, research, and stockbroking across domestic and international markets. He previously worked at Lonsec, which he joined in 2007, where he served as a Senior Equities Analyst and Strategist. In that role he conducted in-depth research on listed companies across a wide range of sectors, and was instrumental in in developing and overseeing direct Equities and Listed Credit research offerings.
Dan holds a Bachelor of Electrical and Computer Systems Engineering from Monash University, Diploma of Financial Planning (Kaplan), and a Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia).
Platform Availability
Our portfolios are available on a range of platforms including Netwealth, BT Panorama and IP Direct.