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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

Lonsec number one among advisers for fourth year running

Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine. Lonsec this year was considered highly regarded among advisers…
/ by Gordon Toy

Lonsec 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. Lonsec Disruptor Award Drawn from the Lonsec rated universe, products…
/ by Libby Newman

SuperRatings 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. SuperRatings Fund of the Year Award   Winner Sunsuper SuperRatings…
/ by Kirby Rappell
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Why smart emerging markets investors are watching domestic demand

James Syme, Portfolio Manager, Pendal Global Emerging Markets Opportunities Fund After five tough years, we think the combination of a more benign US monetary outlook and some extremely compelling valuations makes for some powerful opportunities…
/ by Pendal
Super fund member searching for yield

Super funds in search of income as rates fall

Super funds have managed to push through a challenging quarter for markets, posting gains in September and recovering from August’s falls. Despite the recent volatility and geopolitical risks that have shaken global markets in recent months,…
/ by Kirby Rappell
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Combining retirement and behavioural biases can be a dangerous mix

Many behavioural studies have shown there are several traits and biases that can impede us from making reasonable decisions about everything from what to eat to how to invest. Understanding these biases and considering whether they may be negatively…
/ by Michael Elsworth

When the market turns, the quality of your investment research is tested

One of the most common investment pitfalls is to back the current winner. All too often investors pile into the best performing share, asset class or fund manager over the past year in the hope that its success will be repeated. This type of…
/ by Gordon Toy
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Longevity and sequencing risk

Using alternative investment to address pre- and post-retirement issues Walter Davis, Alternatives Investment Strategist Ashley O’Connor, Investment Strategist, Invesco Australia Introduction Investing in financial markets requires…
/ by Lonsec

Lonsec Award Nominees Confirmed!

In addition to the SuperRatings honours, Lonsec will also present a number of awards recognising excellence across the broader wealth management industry: Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who…
/ by Libby Newman
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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Lonsec Symposium 2020

When politics, economics and even the environment seem to be broken, how do you make sense of it all and find the way forward for your clients? The Lonsec Symposium for 2020 aims to deliver solutions to many of these problems. Providing real…
/ by Lonsec
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Lonsec and Pendal Retire Partner Event - Melbourne

Join us for canapés and drinks on the afternoon of Thursday, November 14 with Portfolio Manager, Paul Wimborne of J O Hambro Capital Management, along with Michael Elsworth, Executive Manager, Investment Consulting from Lonsec. The…
/ by Lonsec
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Lonsec and Pendal Retire Partner Event - Sydney

Join us for canapés and drinks on the afternoon of Tuesday, November 12 with Portfolio Manager, Paul Wimborne of J O Hambro Capital Management, along with Veronica Klaus, Head of Investment Consulting, Investment Consulting from Lonsec.…
/ by Lonsec
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The 17th Fund of the Year Awards Dinner

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.Join over 400 industry professionals for an exclusive evening of celebration and entertainment,…
/ 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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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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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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Lonsec and Invesco Retire Partner Event Melbourne

This event is for financial advisers only About this Event Join the Lonsec Investment Consulting team, along with Eleece Quilliam, National Manager, Invesco Consulting and Ashley O'Connor, Head of Investment…
/ by Lonsec
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Lonsec and Legg Mason webinar

With yields at historic lows, Australian retirees have a problem. Funding ASFA's $60 thousand per year recommended "comfortable retirement" at current 5-year government bond yields would require an $8.6 million portfolio.* Retirees and their…
/ by Lonsec



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