A trusted authority in investment and superannuation research, ratings and insights

Lonsec continues to play a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments and listed securities 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.

06.05.2019

Leading research house and managed account provider Lonsec will work with financial advisers seeking to ...

30.04.2019

With Australia’s economic expansion under threat, house prices falling, and a wave of people set to retire over ...

15.11.2018

Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of ...

15.11.2018

Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with ...

12.09.2018

Exchange Traded Funds (ETFs) have become a popular way for investors to gain exposure not only to passive ...

02.09.2018

Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role ...

29.06.2018

Australia’s small cap shares have continued their extraordinary run of outperformance, returning 4.1% over the ...

17 Sep 2019 - Risk measurements in retirement solutions When accumulating savings for retirement, the investment objective is ...

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Risk measurements in retirement solutions

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By Michael Elsworth

30 Aug 2019 - Many retirees struggle to have enough income to fund a comfortable retirement because of an over-reliance on ...

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Solving for the retiree problem with innovation

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By Fidelity

25 Jun 2019 - Balancing the Needs, Challenges and Dilemmas of Retirement Investing Retirement investing is necessarily ...

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Income, Growth and Certainty

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By Talaria

30 May 2019 - For many, approaching retirement is often characterised by heightened emotion and anxiety associated with ...

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Building a goals-based investment portfolio

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By Michael Elsworth

21 May 2019 - Last week, we partnered with Money Management to recognise the best performing funds at the annual Money ...

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2019 Fund Manager of the Year Awards

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By Libby Newman

9 May 2019 - AB’s latest insights update shows that markets have snapped back from a tough 4Q18. Click here to view the ...

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Volatility Insights

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By AllianceBernstein

6 May 2019 - Leading research house and managed account provider Lonsec will work with financial advisers seeking to ...

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Lonsec helps advisers tackle conflicted advice

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By Gordon Toy

3 Apr 2019 - Last night Treasurer Frydenberg handed down his first budget a month before the regular budget season. With the ...

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Budget’s fate will be determined by the economy

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By Amy Li

7 Mar 2019 - Nominees for the Lonsec Money Management Fund Manager of the Year have been announced, with the winners to be ...

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Fund Manager of the Year Nominees Announced

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By Libby Newman

26 Feb 2019 - This article is intended for licensed financial advisers only and is not intended for use by retail investors. ...

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Don’t assume volatility is behind us

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By Lukasz de Pourbaix

18 Feb 2019 - Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax ...

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Franking credit overhaul will leave investors out of pocket

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By Adrian Hoe

17 Feb 2019 - Lonsec has seen significant growth in its Managed Accounts offering over the last 12 months, as financial ...

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Lonsec Managed Accounts now available on Netwealth

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By Lukasz de Pourbaix

12 Feb 2019 - Earlier this month, at his first public speech for 2019, RBA Governor Phil Lowe conceded the rate outlook is now ...

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RBA reassesses its outlook for the Australian economy

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By Amy Li

Royal Commission highlights with Lonsec and Ticky Fullerton

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7 Feb 2019 - Watch now

7 Feb 2019 - The financial services industry was collectively holding its breath on Monday as Commissioner Hayne delivered ...

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Winds of change came well before the Royal Commission

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By Libby Newman

6 Feb 2019 - Vertical integration in the advice sector has been a point of discussion within the financial services industry ...

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Managed accounts can’t fly under the regulatory radar

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By Lukasz de Pourbaix

4 Feb 2019 - Despite the longest economic expansion in the country’s post-war history, few at the Bank of Japan would be ...

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Japan’s output gap is narrowing, but price pressures are still non-existent

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By Lukasz de Pourbaix

1 Nov 2018 - The SuperRatings and Lonsec Day of Confrontation 2018 may be over, but the conversation hasn’t finished. ...

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Day of Confrontation 2018: Media highlights

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By Gordon Toy

1 Nov 2018 - Congratulations to all of the award winners & finalists from this year’s SuperRatings and Lonsec Fund ...

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SuperRatings & Lonsec Award Winners Confirmed!

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By Casey Brown

15 Oct 2018 - Don’t miss the premier awards night for superannuation and wealth management industries The 16th Annual ...

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Award nominees are in!

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By Casey Brown

4 Sep 2018 - Thank you for joining in the conversation Download the Retirement Symposium presentations Thank you for ...

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Thank you for attending the Lonsec Retirement Symposium

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By Veronica Klaus

16 Aug 2018 - Originally published by Investor Strategy News, 12 August 2018 There’s a whole industry that has developed ...

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Footy legend Brendon Gale’s lessons in leadership for super funds

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By Jeff Bresnahan

10 Aug 2018 - I have learnt over my many years of investing that there are three reasons why dividends are key for investors: ...

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20 lessons from 20 years: #4 Dividends are key

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By Investors Mutual Limited

30 Jul 2018 - We are in the business of educating our clients on the importance of retirement planning. But research has shown ...

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Managing Risks: Women and Retirement

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By Casey Brown

5 Jul 2018 - Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with ...

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Beware the dividend honeypot—the lesson of Telstra

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By Peter Green

3 Jul 2018 - India has been a high performing component of the emerging market and Asian indices over the past five years, ...

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Indian summer for emerging market investors

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By Steven Sweeney

20 Jun 2018 - Australian fund managers with a value focused investment strategy are struggling to keep up with the index as ...

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Value investing has taken a hit in 2018

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By Peter Green

22 Mar 2018 - The federal government has taken a step toward providing better retirement outcomes for Australians with the ...

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Designs on retirement: Are CIPR’s enough?

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By Veronica Klaus

What is Lonsec Investment Solutions?

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12 Feb 2018 - Lonsec Investment Solutions was established to help financial advisers start implementing ...

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Why SuperRatings?

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8 Feb 2018 - Our goal is simple: we want to understand everything we can about super and how we can help end ...

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We are a multi-brand business

Lonsec Research

Managed investments and listed securities research delivered via our market-leading iRate platform

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SuperRatings

Research and ratings on superannuation products, broken down for institutional and retail audiences

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Lonsec Investment Solutions

Lonsec managed portfolios & SMAs or tailored solutions for financial advisers and retirement specialists

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What we do

Investment research: We take an in-depth and objective view of individual investment products and tell you how they compare

Portfolio construction: We provide our portfolio construction expertise to help you build superior investment solutions

Data and analytics: We combine market data with proprietary analytics to give you a far-reaching view of the investment product market

Wealth management tools: We offer sophisticated portfolio construction tools that integrate with financial advice software

Upcoming Events

Lonsec and Legg Mason Webinar

When:	Wednesday 25 September
Where:	Online
Time:	11 AM AEST
More Information:	Join Will Baylis, Portfolio Manager at Martin Currie, and Michael Elsworth, Executive Manager - Investment Consulting at Lonsec for a live discussion.

View event View full events calendar

Upcoming Events

Lonsec and Invesco Retire Partner Event Melbourne

When:	Friday 11 October (Melbourne)
Where:	Lonsec L7 90 Collins St
Time:	10AM - 12PM
More Information:	Join the Lonsec Investment Consulting team, along with Eleece Quilliam, National Manager, Invesco Consulting and Ashley O'Connor, Head of Investment Strategy, Invesco to discuss the following topics: The New Retirementality- Help Them Find It and The Retirement Dilemma - Balancing Fear and Greed.

View event View full events calendar

Upcoming Events

Lonsec and Invesco Retire Partner Event Sydney

When:	Friday 18 October (Sydney)
Where:	Lonsec L21 200 George St
Time:	10AM - 12PM
More Information:	Join the Lonsec Investment Consulting team, along with Eleece Quilliam, National Manager, Invesco Consulting and Ashley O'Connor, Head of Investment Strategy, Invesco to discuss the following topics: The New Retirementality- Help Them Find It and The Retirement Dilemma - Balancing Fear and Greed.

View event View full events calendar

Upcoming Events

SuperRatings Fund of the Year Awards Dinner

When:	Wednesday 30 October
Where:	Grand Hyatt 123 Collins Street, Melbourne VIC 3000
Time:	6PM - 10PM
More Information:	The 17th Annual SuperRatings Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and wealth management industries. For more information, please visit: www.superevents.com.au

View event View full events calendar

Lonsec Research

“Do it – I did recently and now wonder why I took so long to make the decision to take up the IRate Research Platform. Regular training sessions (webinars), telephone support and friendly staff that know their product”.

- Lindsay Wilson - Finassure Pty Ltd

SuperRatings

“The SuperRatings team are always very responsive to my needs and provide timely feedback and advice.”

- Rob Cellini – VicSuper

Lonsec Investment Solutions

“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

Experts in portfolio construction and managed accounts

Investment product research and insights to empower your financial advice

Superannuation experts specialising in ratings, research and consulting

A trusted authority in investment and superannuation research, ratings and insights

News & Insights

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Risk measurements in retirement solutions

__

__

Solving for the retiree problem with innovation

__

__

Income, Growth and Certainty

__

__

Building a goals-based investment portfolio

__

__

2019 Fund Manager of the Year Awards

__

__

Volatility Insights

__

__

Lonsec helps advisers tackle conflicted advice

__

__

Budget’s fate will be determined by the economy

__

__

Fund Manager of the Year Nominees Announced

__

__

Don’t assume volatility is behind us

__

__

Franking credit overhaul will leave investors out of pocket

__

__

Lonsec Managed Accounts now available on Netwealth

__

__

RBA reassesses its outlook for the Australian economy

__

Royal Commission highlights with Lonsec and Ticky Fullerton

Watch the video

__

Winds of change came well before the Royal Commission

__

__

Managed accounts can’t fly under the regulatory radar

__

__

Japan’s output gap is narrowing, but price pressures are still non-existent

__

__

Day of Confrontation 2018: Media highlights

__

__

SuperRatings & Lonsec Award Winners Confirmed!

__

__

Award nominees are in!

__

__

Thank you for attending the Lonsec Retirement Symposium

__

__

Footy legend Brendon Gale’s lessons in leadership for super funds

__

__

20 lessons from 20 years: #4 Dividends are key

__

__

Managing Risks: Women and Retirement

__

__

Beware the dividend honeypot—the lesson of Telstra

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Experts in portfolio construction
and managed accounts

Investment product research
and insights to empower
your financial advice

Superannuation experts specialising
in ratings, research and consulting