Experts in investment research, consulting and managed accounts

For information tailored to you, let us know who you are

I am a…

Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

DIY Investor

Self-directed investors
and SMSF trustees

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

Design and Distribution Obligation Regulatory Requirements

Lonsec is pleased to advise that we are supporting the Design and Distribution (DDO) process by making Target Market Determinations (TMDs) available via iRate®, for the funds that we rate. You will be able to access the TMDs within iRate®…
/ by Nicci Chaplin

Media release: Superannuation is bigger than just returns

The assessment of performance of superannuation funds has gained traction over the past month, with the release of the government’s first superannuation performance test findings. When deciding to switch funds, it is easy to be swayed by investment…
/ by Kirby Rappell
August Reporting Season 2021 - Lonsec Investment Solutions for Sep 2021
,

August 2021 - Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how various sectors and companies performed. The…
/ by Danial Moradi

With rates close to 0%, why bother with fixed income?

According to a report in Bloomberg recently, while Vanguard data show a portfolio with 60 equities/fixed income mix returned an average 9.1% a year from 1926 to 2020, JP Morgan Asset Management recently estimated it will return just 3.7% over…
/ by Veronica Klaus
,

The challenge to diversify

The upward trajectory in equity markets has continued unabated. Markets continue to be supported by low interest rates and central bank liquidity support. The US Federal Reserve’s recent comments that that they would continue their asset purchase…
/ by Lukasz de Pourbaix
,

Accessing Advice Helps Drive Better Retirement Lifestyle

With half the country in what seems never ending rounds of lockdowns and pandemic fatigue setting in, one of the last things most Australians want to do is look at their Superannuation balances and investment options. That is, however, exactly…
/ by Nicci Chaplin
, ,

Tackling Climate Change in the Lonsec Sustainable Managed Portfolios

The recently released Intergovernmental Panel on Climate Change (IPCC) Report made for sobering reading. Based on the most up to date, science-based understanding of the climate system and climate change, the report found that it “is unequivocal…
/ by Deanne Baker

Ambitious targets for the new Lonsec CEO

Lonsec has welcomed key senior appointments with Mike Wright joining as CEO and Kevin Brennan as Chief Information Officer (CIO). These appointments follow the recent renewal of the Lonsec board. Mike has over 25 years’ experience in leading…
/ by Nicci Chaplin
,

Antitrust - is it still a Paradox? Re-evaluating antitrust law in a tech heavy capitalist society

With the growing dominance and potentially anticompetitive nature and conduct of big tech multinational players of the likes of Amazon, Facebook, Apple and Alphabet, there is bipartisan support behind the need for antitrust reform. US President…
/ by Asha Rahman
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

, ,

Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN Event details Date: Thursday 28 October, 3:00 PM AEST The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets…
/ by Lonsec
Lonsec Sustainability
, ,

Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

Join our webinar. As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through engagement…
/ by Lonsec
, ,

Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
/ by Lonsec
, ,

Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
, ,

Lonsec and Pendal Retire Event - Equities, Impact and ESG

This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment…
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
, ,

View Recording: Lonsec Symposium 2021

Thank you to those of you who joined Lonsec Symposium. We hope you found the sessions useful and informative, and we would love to hear your feedback on the event. For those of you who were unable to attend or tune-in live, we have made the…
/ by Lonsec
, ,

Sustainability Webinar: Satisfying your clients' desire to invest according to their values

This event had passed. Please register to view the recording. Synopsis As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure…
/ by Lonsec
, ,

Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

This event has already passed. Watch the recording now. Synopsis In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about…
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
, ,

Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

This event has already passed. Watch the recording now.     We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for…
/ by Lonsec

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.