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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

Portfolio implementation matters more than you might think

Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value to the investment process. This attitude is far less viable today given recent market volatility and product rationalisation,…
/ by Lukasz de Pourbaix

Media release: Super funds supporting V-shaped recovery

November was the strongest month for superannuation in 2020 and the 8th consecutive month of positive returns for members. As COVID-19 restrictions ease nation-wide and investors look forward to the approval and distribution of a vaccine,…
/ by Kirby Rappell

Market Update - December 2020

Watch the video. Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upward trajectory. Lukasz de Pourbaix ED, CIO Lonsec Investment Solutions will discuss the latest insights…
/ by Lonsec

Insights from our CIO: The big rotation

The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital…
/ by Lukasz de Pourbaix

The Future of Cryptocurrency

Watch the webinar recording. Synopsis: As the popularity of cryptocurrencies like Bitcoin and Ethereum grows, investors are becoming more curious about how these new digital assets work, what drives their value, and why blockchain and…
/ by Lonsec

Research House of the Year 2020

Lonsec is very pleased to be able to announce that, for the 5th year running, we have once again been declared the overall winner of Research House of the Year. The award is the result of an annual questionnaire carried out by Money Management…
/ by Lorraine Robinson

Media release: Super recovery still underway as outlook improves

The recovery in superannuation continues as lockdown conditions gradually ease across the country and Australians prepare for a relatively normal summer, with fewer restrictions on gatherings and business operations. According to estimates…
/ by Kirby Rappell
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN

Lonsec Retire Partner Event – “Forget Normal: Solving the Income Challenge after COVID”

Watch the webinar recording. Synopsis We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades…
/ by Lonsec
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Introducing Lonsec Sustainable Managed Portfolios

Watch the recording. Many of you will be aware that your clients are increasingly seeking out investments that align with their personal values. Further to the launch of the Lonsec Sustainability Score, the Lonsec Sustainable Managed Portfolios…
/ by Lonsec
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

This event already passed. Watch the recording now. Synopsis In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about…
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

This event passed already and was held on November 12th.     We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for…
/ 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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The 18th Annual SuperRatings and Lonsec FOTY

Watch the recording of the awards session and panel discussion The 18th SuperRatings and Lonsec Fund of the Year Awards, was hosted virtually for the first time on October 29th and was attended by over 750 attendees. In…
/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec and Franklin Templeton Retire Event

Watch the replay of the webinar! "Solving The Retiree Problem" Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging…
/ by Lonsec



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