Experts in investment research, consulting and managed accounts

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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

Qualitative investment research is the key to picking successful managers

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

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

SuperRatings Award Nominees Confirmed!

  Congratulations to all of the finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. SuperRatings MySuper of the Year Award Awarded to the fund that has provided…
/ by Kirby Rappell

The role of annuities in retirement portfolios

“How much can I spend?” This question lies at the heart of so many conversations between a retiree and their adviser. Although not explicitly stated, this simple question ties in to so many other related concerns – Can I spend enough…
/ by Michael Elsworth

Finding good active managers pays off

Active management has fallen out of favour among investors, reflecting changing investor preferences and the scars of the Global Financial Crisis, which have led investors to shun stock pickers and more elaborate strategies in favour of lower-cost,…
/ by Richard Dalidowicz

Risk measurements in retirement solutions

When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
/ by Michael Elsworth

Building an effective investment value proposition starts with a clearly articulated investment philosophy

With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to,…
/ by Lukasz de Pourbaix

Timing of negative super returns can determine fate of retirees

A combination of factors has created fertile ground for market volatility, resulting in a bumpy ride for super members, who have experienced six negative monthly returns over the past year. According to SuperRatings, the median balanced option…
/ by Kirby Rappell

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Lonsec Symposium 2020

Symposium 2019 was attended by over 450 financial advisers and received great feedback. It presented series of unique challenges, valuable insights and practical solutions to the advisers brought by leading industry practitioners. Next year,…
/ 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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Lonsec and Invesco Retire Partner Event Sydney

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 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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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 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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