Experts in portfolio construction
and managed accounts

Find out more

Investment product research
and insights to empower
your financial advice

Find out more

Superannuation experts specialising
in ratings, research and consulting

Find out more

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.

News & Insights

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 ...

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

Solving for the retiree problem with innovation

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

Income, Growth and Certainty

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

Building a goals-based investment portfolio

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

2019 Fund Manager of the Year Awards

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

Volatility Insights

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

Lonsec helps advisers tackle conflicted advice

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

Budget’s fate will be determined by the economy

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

Fund Manager of the Year Nominees Announced

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

Don’t assume volatility is behind us

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

Franking credit overhaul will leave investors out of pocket

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

Lonsec Managed Accounts now available on Netwealth

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

RBA reassesses its outlook for the Australian economy

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

Winds of change came well before the Royal Commission

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

Managed accounts can’t fly under the regulatory radar

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

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

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

Day of Confrontation 2018: Media highlights

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

SuperRatings & Lonsec Award Winners Confirmed!

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

Award nominees are in!

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

Thank you for attending the Lonsec Retirement Symposium

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

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

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

20 lessons from 20 years: #4 Dividends are key

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

Managing Risks: Women and Retirement

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

Beware the dividend honeypot—the lesson of Telstra

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

Indian summer for emerging market investors

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

Value investing has taken a hit in 2018

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

Designs on retirement: Are CIPR’s enough?

We are a multi-brand business

Lonsec Research

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

Learn more

SuperRatings

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

Learn more

Lonsec Investment Solutions

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

Learn more

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

How can we help?