Lonsec Symposium:
      Portfolio construction in
      changing times

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      Building prosperity for our clients through actionable insights and data

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

      Lonsec has played a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals for over 20 years. 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.

      Our goals are to...

      Build prosperity for our clients through intelligence and insights

      Give wealth creators the knowledge and tools to implement tailored investment solutions

      Help fund managers create high-value investment options that deliver for investors

      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

      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

      How can we help?

      Suggested seaches: Investment Research Investment Solutions SuperRatings

      We are a multi-brand business

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

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

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

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      Information for.....

      News & Insights

      15.11.2018

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

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      15.11.2018

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

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      12.09.2018

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

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      02.09.2018

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

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      29.06.2018

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

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      Royal Commission highlights with Lonsec and Ticky Fullerton

      Watch the video
      7 Feb 2019 - Watch now

      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

      Pendal Retirement Innovation Award 2018

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      12 Sep 2018 - By Richard Brandweiner, Chief Executive Officer – Pendal Group Australia

      Watch now

      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

      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

      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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      News & Insights page

      Upcoming Events

      Lonsec Retire partner event – Robeco (lunch included)

      When:

      Friday 15 March (Melbourne)
      Friday 22 March (Sydney)
      Where:

      Lonsec Office
      L 7, 90 Collins Street, Melbourne

      Lonsec Office
      L 21, 200 George Street, Sydney

      Time:

      12.00pm - 2.00pm

      More Information:

      Join us for a boardroom lunch with our valued Lonsec Retire partner Robeco to discuss how low-volatility stocks can enhance portfolio performance.

      View event View full events calendar
      Upcoming Events

      Lonsec Symposium – Registrations open!

      When:

      Tuesday 07 May
      Where:

      The Westin
      Sydney

      More Information:

      Portfolio construction in changing times!

      A perfect storm of issues are coming together to reset the environment for the structure of investment portfolios. More information to be announced soon.

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