Winner of all six Research House Categories!

We are delighted to announce that we have taken out all six Research House award categories in the 2023 Adviser Ratings Landscape Report.

These awards, voted on by 2,000 advisers, are testament to our mission to provide our clients with practical, actionable insights that add value to their advice solutions.

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Independent financial advisers, dealer groups and advice licensees

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Fund Manager

Fund managers with new or existing products for the Australian market

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Retail, not-for-profit and corporate superannuation funds

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Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. 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

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Fixed Income and TD’s – How advisers can think about client portfolios

Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager - Tailored Investment Solutions, about term deposits, bonds and how advisers can use them in their clients' portfolios. Important Notice: This…
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/ by Ron Mehmet
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Media release: October sees further super return volatility

Leading research house SuperRatings estimates October will see super funds post negative investment performance for the third consecutive month, with the median balanced option expected to post a return of -1.6% for the month of October. “We…
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/ by Kirby Rappell
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Portfolio Perspectives from the CIO Office: November 2023

In brief: We are at the beginning of the end of this economic cycle. However, the duration of this slowdown remains elusive as employment conditions remain robust. Historical US recessions have been as short as two months to as long as 18…
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/ by Nathan Lim
offshore wind turbines farm on the ocean
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Lonsec Sustainable Managed Portfolios - Q3, 2023

The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7 Affordable & Clean Energy, SDG 8 Decent Work & Economic Growth,…
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/ by Deanne Baker
skyscrapers and city in evening
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Lonsec Multi-Asset Managed Portfolios - Q3, 2023

With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group over the quarter and for…
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/ by Deanne Baker
Photo of active happy seniors on a mountain
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Lonsec Retirement Managed Portfolios - Q3, 2023

The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends presenting headwinds for growth assets in particular. We have…
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/ by Deanne Baker
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Lonsec Listed Managed Portfolios Update – Q3, 2023

Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good to see after a difficult 2022, with portfolio returns ranging from…
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/ by Danial Moradi
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Lonsec Sustainability Report

The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how to evaluate these funds’ objectives and holdings. Since the launch of the Lonsec Sustainability…
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/ by Lorraine Robinson
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Portfolio Perspectives from the CIO Office: October 2023

In brief: We believe an apparent imbalance between the supply and demand of US government debt could lead to higher long-term interest rates regardless of the inflation path. For defensive allocations, we prefer Australian long-term bonds…
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/ by Nathan Lim

1994

Year Established

3

Corporate Offices

165+

Employees

20+

Nationalities

Events

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Lonsec Webinar Series - Deciding between Term Deposits, Fixed Income and Annuities

Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding…
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/ by Lonsec
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Lonsec Managers in Focus - Passive ETFs

The recording is now available. Synopsis The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are…
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/ by Lonsec
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Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
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/ by Lonsec
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Lonsec Managers in Focus | Unlisted Property

The recording is now available. Synopsis In the wake of central banks rapidly hiking interest rates to combat inflation, listed property markets experienced a spike in volatility and have been heavily sold-off. By contrast, unlisted property…
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/ by Lonsec
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Lonsec Sustainability Webinar: New insights on talking ESG with your clients

RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially…
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/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
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/ by Lonsec
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Lonsec Sustainability Webinar | Green Washing: What is in a name?

RECORDING IS AVAILABLE With ASIC recently issuing new guidance to fund issuers on how to avoid greenwashing, it is now more important than ever to discuss how managers can avoid distorting the environmental, sustainable or ethical credentials…
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/ by Lonsec
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Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients' Portfolio?

RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these…
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/ by Lonsec
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Lonsec Insights: Global Equities Manager in Focus

RECORDING IS NOW AVAILABLE With global equity markets experiencing protracted volatility as they attempt to price in expectations on interest rates, it is now more important than ever to understand how fund managers are navigating this volatility…
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/ by Lonsec
Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 39, 25 Martin Place, Sydney NSW 2000

Lonsec Melbourne
Level 33, 120 Collins Street, Melbourne VIC 3000

Lonsec Adelaide
Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2023 Lonsec Group All Rights Reserved

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.