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Independent financial advisers, dealer groups and advice licensees

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Fund managers with new or existing products for the Australian market

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Retail, not-for-profit and corporate superannuation funds

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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

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

Super funds on track to deliver double-digit returns for 2021

October was another positive month for superannuation, as confidence was high, in anticipation of lockdowns lifting and the economy opening up further. According to SuperRatings’ data, the median balanced option rose an estimated 0.7% in October,…
/ by Kirby Rappell

Media release: Winners confirmed!

Lonsec and SuperRatings have announced the winners of this year’s Fund of the Year Awards, which were held virtually for the second year in a row. The Lonsec Manager of the Year was awarded to First Sentier Investors in recognition of their…
/ by Rob Hardy

Insights from our CIO - Q3 2021 Market Overview Positioning Update

Chief Investment Officer, Lukasz de Pourbaix, provides an update on the outcomes of Lonsec’s latest quarterly investment committee and current Dynamic Asset Allocation (DAA) views. At the September meeting Lonsec made a change to the DAA positions…
/ by Lukasz de Pourbaix

Quarterly Update - Lonsec Listed Managed Portfolios

The positive market momentum came to an end in September, ending an impressive 11-month run of gains, with the S&P/ASX 300 losing 1.9% for the month. However, despite the relative weakness over the month of September, the Listed portfolios’…
/ by Danial Moradi
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Quarterly Update - Lonsec Multi-Asset Managed Portfolios

We recently reduced the portfolio’s growth position by reducing the Overweight positioning in Australian Equities to Slightly Overweight. The economic shutdowns in Australia, combined with slowing growth out of China, have had a negative impact…
/ by Deanne Baker
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Quarterly Update - Lonsec Sustainable Managed Portfolios

The Sustainable portfolios remained comfortably ahead of the strategic benchmark and their respective FE Multi-Asset Benchmark Indices during the September quarter. This was despite a market-sell off, concerns around softening global growth,…
/ by Deanne Baker
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Quarterly Update - Lonsec Retirement Managed Portfolios

Whilst July and August were positive months for risk assets, September saw a reversal in markets, with slowing global growth. All asset classes were negative in the month of September. However, the Retirement portfolios held up well versus the…
/ by Deanne Baker
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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