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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 Webinar Series 2 - Income in a very low rate environment

View webinar recording The live webinar was held on Wednesday, May 20th, 2020 Overview Income in a very low rate environment Rates are at historic lows and heading lower, while around the world banks are slashing dividends or scrapping…
/ by Lonsec

Lonsec Webinar Series 1 - Managing equity portfolios in these volatile times

View webinar recording The live webinar was held on Wednesday, May 13th, 2020 Overview The speed and scale of March’s sell-off has left the market reeling, reinforcing the need for a strong risk management component in your portfolios.…
/ by Lonsec

Australian equity funds find ways to adapt amid plunging FUM

A period of rapid change, coupled with the recent bout of heightened volatility, hasn’t aided the growing list of challenges facing the funds management industry. The biggest challenge currently confronting fund managers within the Australian…
/ by Shailesh Jain
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Why having a sound investment philosophy and framework is important during uncertain times

The biggest challenge for investors in an environment such as the one we are experiencing now is that there is a lot of information, the environment is changing rapidly and there are many unknowns. In the past several weeks we have witnessed…
/ by Veronica Klaus
Architectural framework

Insights from our CIO – Picking market bottoms

There has been much debate as to whether the market has reached its bottom. Trying to pick market inflection points be it the top or bottom range of the market can be difficult in the best of times. The last two months have felt like an eternity…
/ by Lukasz de Pourbaix

SuperRatings - Super Landscape

  Kirby Rappell (Executive Director, SuperRatings) reveals insights into the superannuation landscape, based on SuperRatings’ latest benchmark report. It incorporates comments on the current market conditions, as well as the initiative…
/ by Kirby Rappell

A-REIT sector will survive without GFC-style dilutive capital raisings

The A-REIT sector had a torrid March as the COVID-19 virus hit Australian shores. Local investors are now familiar with both the devastating health consequences of the virus as well the unprecedented social distancing measures that governments…
/ by Peter Green
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Lonsec Market and Portfolio Update

Lonsec’s experts look at four key themes we believe every financial adviser needs to understand to help their clients weather the storm and be in the best position possible to take advantage of future market conditions. Bonds Lukasz…
/ by Lukasz de Pourbaix

History doesn't repeat itself, but it does rhyme

There is a powerful maxim best suited to the current predicament faced by markets, and that is, there are decades where nothing happens, and there are weeks where decades happen. The advent of 2020 has brought with it unprecedented volatility,…
/ by Calvin Richardson
1994

Year Established

2

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Employees

20+

Nationalities

Events

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Lonsec Webinar Series 5 - Sustainability versus ESG – what is your client really looking for?

Sustainability versus ESG – what is your client really looking for? As many sustainable funds seem to have outperformed during the recent correction, is now the time to ramp up your understanding of what sustainable really means? We discuss…
/ by Lonsec
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Lonsec Webinar Series 4 - How not to follow the herd: Differentiated strategies that offer true diversification

As Australia and the world head into recession, investors must look beyond traditional portfolio construction methods to gain true diversification through exposure to different investment strategies. We talk with two managers with their own…
/ by Lonsec
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Lonsec Webinar Series 3 - Illiquid real assets: How the coronavirus is challenging super funds, fund managers and investors

Are listed markets more prone to emotion, or are funds underestimating the fall in value in their unlisted holdings? What does this mean for liquidity, super fund redemptions, and the rush to access cash? We tackle this thorny issue from a super…
/ by Lonsec
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Lonsec Webinar Series 2 - Income in a very low rate environment

Rates are at historic lows and heading lower, while around the world banks are slashing dividends or scrapping them altogether. Our panellists share their best ideas for generating income during the crisis, and how you can help retirees meet…
/ by Lonsec
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Lonsec Webinar Series 1 - Managing equity portfolios in these volatile times

The speed and scale of March’s sell-off has left the market reeling, reinforcing the need for a strong risk management component in your portfolios. Our panellists discuss approaches to risk management that can improve performance through…
/ 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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