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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

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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

Media Release: Top KiwiSaver Schemes for 2022

SuperRatings is excited to announce its top-rated KiwiSaver schemes for 2022. The market continues to be extremely competitive, with fees and performance being key drivers of changes in ratings outcomes over the year. Eight providers were awarded…
/ by Kirby Rappell
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Manager in Focus - Australian Equities

Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community. In this first Manager in…
/ by Peter Green

The growth of General Partner led secondaries

Secondary investments refer to the buying and selling of an investors interest and unfunded commitments in pre-existing private equity funds. Given the absence of an established trading market, the transfer of interests in private-equity funds…
/ by James Kirk

The evolution of trend following strategies - all roads lead to non-traditional markets

Trend following strategies have undergone notable evolution in their programmes over time. We discussed these changes, the motivation driving them, and their overall programme impacts in our 2019 Alternatives Sector Review. Market expansion,…
/ by Clinton Alexander
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Media release: Lonsec Sustainable Managed Portfolios now available on BT Panorama

Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal…
/ by Rob Hardy
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The 5 questions you need to ask your clients about sustainable investing

Increasingly, it is no longer enough for advisers to be reactive when clients ask about sustainable investing. It is vital that you have an ESG/Sustainable alternative as part of portfolio recommendations for your clients. We have put together…
/ by Nicci Chaplin

Media release: Lonsec significantly expands its distribution and client engagement team

Lonsec has made a number of key hires within its distribution and client engagement team, in order to provide more support to advisers and their practices. John Burton has been appointed Head of Sales and is based in Lonsec’s Sydney Office.…
/ by Rob Hardy

Insights from our CIO - Inflation: Structural or not?

Inflation continues to be on everyone’s lips. The debate as to whether inflation is transitory or structural in nature is gaining momentum as the US recorded an annual rate of inflation of 6.2%, the highest rate in three decades. What is interesting…
/ by Lukasz de Pourbaix
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On the Road to Net Zero by 2050

Across the financial services industry there are a number of key themes that are ongoing and emerging, including regulatory and legislative change, challenges of a pandemic environment, distribution channels and the rising focus on ESG and sustainability…
/ by Tony Adams
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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UNPACKING THE ‘S’ IN ESG

Lonsec Sustainability Webinar - Unpacking the 'S' in ESG As ESG investing becomes more mainstream, Advisers and their clients have built a good understanding of Environmental and Governance risks but the ‘S’ – Social – in ESG…
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
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Lonsec and SuperRatings Fund of the Year Awards 2021

VIEW RECORDING Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and operating…
/ by Lonsec
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Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

VIEW RECORDING With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best…
/ by Lonsec
Lonsec Sustainability
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Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING Overview As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through…
/ by Lonsec
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Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
/ by Lonsec
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Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
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Lonsec and Pendal Retire Event - Equities, Impact and ESG

This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment…
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
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View Recording: Lonsec Symposium 2021

Thank you to those of you who joined Lonsec Symposium. We hope you found the sessions useful and informative, and we would love to hear your feedback on the event. For those of you who were unable to attend or tune-in live, we have made the…
/ by Lonsec
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Sustainability Webinar: Satisfying your clients' desire to invest according to their values

This event had passed. Please register to view the recording. Synopsis As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure…
/ by Lonsec

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