Building prosperity for our clients through actionable insights and data

      Learn more
      Scroll down

      New minister opens up on the direction of super!

      Register now
      Scroll down

      Register now for the
      SuperRatings and Lonsec
      Fund of the Year Awards Dinner

      Register now
      Scroll down

      A trusted authority in investment and superannuation research, ratings and insights

      Lonsec has played a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals for over 20 years. 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.

      Our goals are to...

      Build prosperity for our clients through intelligence and insights

      Give wealth creators the knowledge and tools to implement tailored investment solutions

      Help fund managers create high-value investment options that deliver for investors

      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

      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?

      Suggested seaches: Investment Research Investment Solutions SuperRatings

      We are a multi-brand business

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

      Learn more

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

      Learn more

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

      Learn more

      Information for.....

      News & Insights

      12.09.2018

      Exchange Traded Funds (ETFs) have become a popular way for investors to gain exposure not only to passive ...

      Read more

      02.09.2018

      Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role ...

      Read more

      29.06.2018

      Australia’s small cap shares have continued their extraordinary run of outperformance, returning 4.1% over the ...

      Read more

      19.04.2018

      Wesfarmers (ASX: WES) surprised the market in March 2018 by announcing its intention to demerge the Coles ...

      Read more

      04.04.2018

      Financial advisers have refocused their recommendations and research on growth strategies following market ...

      Read more

      26.02.2018

      Australia’s top companies are more than halfway through reporting season, and so far those exceeding ...

      Read more

      15.02.2018

      Australians’ superannuation balances remain in positive territory for the last 12 months, although recent market ...

      Read more

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

      __

      Read now

      Award nominees are in!

      __

      By Casey Brown

      Pendal Retirement Innovation Award 2018

      Watch the video

      12 Sep 2018 - By Richard Brandweiner, Chief Executive Officer – Pendal Group Australia

      Watch now

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

      __

      Read now

      Thank you for attending the Lonsec Retirement Symposium

      __

      By Casey Brown

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

      __

      Read now

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

      __

      By Jeff Bresnahan

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

      __

      Read now

      Beware the dividend honeypot—the lesson of Telstra

      __

      By Peter Green

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

      __

      Read now

      Indian summer for emerging market investors

      __

      By Steven Sweeney

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

      __

      Read now

      Value investing has taken a hit in 2018

      __

      By Gordon Toy

      29 May 2018 - China’s shadow over the Asian and Emerging Market universe is set to lengthen, albeit modestly, with the ...

      __

      Read now

      Chinese A-shares get the green light for inclusion in MSCI indices

      __

      By Shailesh Jain

      6 May 2018 - Earnings results in the US have so far been met with the market’s approval, but below the surface there are ...

      __

      Read now

      Three signs inflation is here

      __

      By Gordon Toy

      29 Apr 2018 - Bond yields have been moving higher since the start of 2018, with expectations of future Fed tightening and a ...

      __

      Read now

      Yield curve signals danger ahead

      __

      By Gordon Toy

      18 Apr 2018 - We are pleased to advise that the Lonsec Board has appointed Charlie Haynes as the new Group Chief Executive ...

      __

      Read now

      Lonsec appoints Charlie Haynes as New Chief Executive Officer!

      __

      By Jeff Bresnahan

      Australian Equities Sector Overview

      Watch the video

      4 Apr 2018 - Peter Green, Lonsec’s General Manager of Australian Equities, talks to Shailesh Jain and ...

      Watch now

      23 Mar 2018 - We’re excited to announce that due to continued growth across all of our businesses, our Sydney teams have ...

      __

      Read now

      Our Sydney team has moved!

      __

      By Jeff Bresnahan

      19 Feb 2018 - As the market fell into a panic in February, those listening carefully may have heard the quiet sighs of relief ...

      __

      Read now

      Markets could do with a dose of volatility

      __

      By Shailesh Jain

      The return of volatility: what you need to know

      Watch the video

      14 Feb 2018 - Lukasz de Pourbaix, Chief Investment Officer at Lonsec Investment Solutions, explains what the ...

      Watch now

      What is Lonsec Investment Solutions?

      Watch the video

      12 Feb 2018 - Lonsec Investment Solutions was established to help financial advisers start implementing ...

      Watch now

      Why SuperRatings?

      Watch the video

      8 Feb 2018 - Our goal is simple: we want to understand everything we can about super and how we can help end ...

      Watch now

      News & Insights page

      Upcoming Events

      SuperRatings & Lonsec Day of Confrontation 2018 – Registrations open!

      When:

      Tuesday 30 October
      Where:

      Melbourne
      Grand Hyatt, 123 Collins Street, Melbourne VIC 3000

      Time:

      1.00pm - 5.00pm

      View event View full events calendar
      Upcoming Events

      SuperRatings & Lonsec Fund of the Year Awards Dinner 2018 – Registrations open!

      When:

      Tuesday 30 October
      Where:

      Melbourne
      Grand Hyatt, 123 Collins Street, Melbourne VIC 3000

      Time:

      7pm - 11pm

      View event View full events calendar
      Upcoming Events

      Lonsec Adviser Breakfast

      When:

      Tuesday 13 November
      Where:

      Adelaide
      Hilton, 233 Victoria Square

      Time:

      8.30am - 10.30am

      View event View full events calendar

      Contact us