Building prosperity for our clients through actionable insights and data

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Congratulations to all of our
award winners and finalists!

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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?

We are a multi-brand business

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

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

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

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News & Insights

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 ...

19.04.2018

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

04.04.2018

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

26.02.2018

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

15.02.2018

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

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

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

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

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

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

Three signs inflation is here

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

Yield curve signals danger ahead

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

Lonsec appoints Charlie Haynes as New Chief Executive Officer!

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

Our Sydney team has moved!

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

Markets could do with a dose of volatility

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