Lonsec Code of Conduct

The Lonsec Code of Conduct sets out how we expect our team to behave in their interactions with clients and each other. It is a keystone for our Lonsec culture. We are pleased to share it with you.

READ OUR CODE OF CONDUCT

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Independent financial advisers, dealer groups and advice licensees

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Retail, not-for-profit and corporate superannuation funds

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Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. 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

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Bear market rally or are we off to the races?

The start of 2023 has been generally positive for markets. While the rally has been a welcome relief from the tumultuous market environment in 2022, the key question is whether the recent rally has legs or whether it is simply a bear market…
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/ by Lukasz de Pourbaix

Higher credit spreads means higher yields, but investors need to be wary of credit losses

Credit spreads have materially moved wider in the past 12 months, reflecting market anticipation of a slowing economy. One of the reasons for the widening is higher official interest rates which has increased corporate borrowing costs and refinancing…
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/ by Alec Leung
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Media Release: Market rally gives super funds a positive start to 2023

Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 3.0% in January, which will be welcome news for members following a disappointing 2022 calendar year. The continued upward trajectory…
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/ by Joshua Lowen
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Media release: Lonsec announces key executive appointments

Lonsec Holdings today announces key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022. Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi Christopher is appointed a…
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/ by Nicci Chaplin
Lonsec Sustainable Managed Portfolios Update - Q2 2022
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Lonsec Sustainable Managed Portfolios - Q4 2022

It’s been a challenging year for sustainable investing as rising interest rates have negatively impacted longer duration growth assets, while the Russian invasion of the Ukraine has seen fossil fuel prices skyrocket. On the sustainability…
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/ by Deanne Baker
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Insights from our CIO - Expectations for 2023

Over the course of 2022 our message to investors has been simple. Markets are in a period of transition and with transition comes some pain. The rapid shift from record-low interest rates and liquidity-fueled markets to one of higher interest…
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/ by Lukasz de Pourbaix
Lonsec Fund Managers Corporate Update
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Lonsec Multi-Asset Managed Portfolios - Q4 2022

Despite a difficult year, the Multi-Asset portfolios have managed to outperform both the internal strategic benchmark and the peer group average benchmark. Active management, Dynamic asset allocation (DAA) and lowly correlated sources of return…
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/ by Deanne Baker
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Lonsec Retirement Managed Portfolios - Q4 2022

The Retirement portfolios have weathered the choppy markets well. Whilst we haven’t been able to protect investors from all the losses over the course of 2022, the portfolios managed to protect around 360 to 470 basis points, depending on…
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/ by Deanne Baker
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Lonsec Listed Managed Portfolios Update – Q4 2022

Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative…
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/ by Danial Moradi
1994

Year Established

3

Corporate Offices

165+

Employees

20+

Nationalities

Events

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Lonsec Symposium 2023 - Back to Basics

Registration is now open for the Lonsec Symposium on 4 May 2023. Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back…
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/ by Lonsec
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Lonsec Managers in Focus | Unlisted Property

In the wake of central banks rapidly hiking interest rates to combat inflation, listed property markets experienced a spike in volatility and have been heavily sold-off. By contrast, unlisted property has held up relatively well despite the…
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/ by Lonsec
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Lonsec Sustainability Webinar: New insights on talking ESG with your clients

RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially…
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/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
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/ by Lonsec
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Lonsec Sustainability Webinar | Green Washing: What is in a name?

RECORDING IS AVAILABLE With ASIC recently issuing new guidance to fund issuers on how to avoid greenwashing, it is now more important than ever to discuss how managers can avoid distorting the environmental, sustainable or ethical credentials…
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/ by Lonsec
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Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients' Portfolio?

RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these…
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/ by Lonsec
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Lonsec Insights: Global Equities Manager in Focus

RECORDING IS NOW AVAILABLE With global equity markets experiencing protracted volatility as they attempt to price in expectations on interest rates, it is now more important than ever to understand how fund managers are navigating this volatility…
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/ by Lonsec
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Superannuation Industry Updates

RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years.…
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/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire Webinar - Rising Interest Rates: Understanding the Risk for Retirement Portfolios

RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome…
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/ by Lonsec

Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2023 Lonsec Group All Rights Reserved

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.