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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

Quarterly Update - Lonsec Listed Managed Portfolios
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Market Overview, Portfolio Performance & Positioning Update

Market Overview, Portfolio Performance & Positioning Update Given the recent market conditions – increased volatility, fear of inflation, rotation away from growth and quality stocks towards cyclical and value stocks – we asked…
/ by Lukasz de Pourbaix
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As our values change, so does the investment product market

The investment product market has evolved over the decades to cater to a wide range of investor needs and objectives. Now, as more and more investors wish to see their portfolio align with their values, the product market is evolving once again…
/ by Lukasz de Pourbaix
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Media release: One year on: Super funds emerge from the pandemic in strong position

A year on from the start of the COVID-19 pandemic, super funds continue to enjoy in the market recovery as vaccine rollouts and the return to more normal economic conditions lift confidence. Members have welcomed the return to a more stable…
/ by Kirby Rappell
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Lonsec Investment Solutions - February 2021 Reporting Season Insights

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

Crypto: The next ‘tulip’ or a genuine emerging asset class?

Everyone has a view on cryptocurrency, and in most cases it’s a tale of extremes. On one side sit the sceptics, who believe that cryptocurrencies are one big Ponzi scheme that will self-implode like the ‘tulip mania’ of the 17th century…
/ by Lukasz de Pourbaix

Why some value managers missed out on the value rally

Traditionally value managers used the book-to-price ratio (B/P) as their standard value metric. The B/P ratio served value managers well back when economies were largely industrial. However, as the developed world shifts to a service- and knowledge-based…
/ by Veronica Klaus
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Risk and return

As always there will be many different opinions on what might happen to markets in the coming year, but by and large most will agree it is unlikely to top the volatility and uncertainty of 2020. Amid the stimulus packages, lockdowns, PPE and…
/ by Talaria

Value factor rally a boon for risk premium strategies

The performance of the Lonsec Alternatives universe generally performed well in the December 2020 quarter and into January 2021. The vaccine breakthroughs played a significant role in buoying investor sentiment, and while there have been logistical…
/ by James Kirk

Insights from our CIO – Low rates still positive for equities

Markets finished up January relatively flat on a global and domestic level as markets were spooked following the targeted trading by a cohort of retail traders of stocks that were heavily shorted by hedge funds such as GameStop which reached…
/ by Lukasz de Pourbaix
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

Lonsec Symposium 2021 - UNBREAKABLE
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UNBREAKABLE - Lonsec Symposium 2021

The Lonsec Symposium is back to help you navigate the ‘new normal’ with an exciting line up of speakers from the world of politics, investing, and business. Last year we said, ‘Everything is broken!’ Yet despite the enormous challenges…
/ by Lonsec
Upcoming Sustainability Webinar Lonsec March 17th
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Sustainability Webinar: Satisfying your clients' desire to invest according to their values

As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values. What am I really…
/ by Lonsec
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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
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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
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
/ by Lonsec
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The 18th Annual SuperRatings and Lonsec FOTY

Watch the recording of the awards session and panel discussion The 18th SuperRatings and Lonsec Fund of the Year Awards, was hosted virtually for the first time on October 29th and was attended by over 750 attendees. In…
/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec and Franklin Templeton Retire Event

Watch the replay of the webinar! "Solving The Retiree Problem" Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging…
/ by Lonsec



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