Experts in investment research, consulting and managed accounts

For information tailored to you, let us know who you are

I am a…

Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Continue

Fund Manager

Fund managers with new or existing products for the Australian market

Continue

Super Fund

Retail, not-for-profit and corporate superannuation funds

Continue

DIY Investor

Self-directed investors
and SMSF trustees

Continue

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

,

Office Property: From Boom to Bust?

Pre-pandemic, Australian office market fundamentals were solid and in high demand from both investors and tenants. This was supported to a large extent by high population and employment growth, significant infrastructure spending by governments…
Read more
/ by Lonsec
,

Redesigning your practice with Managed Accounts

Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we've always believed in their power to transform an…
Read more
/ by Lonsec

What does inflation mean for the Australian bond market?

Australia’s inflation rate has been stubbornly below the RBA’s target band of 2–3% for several years now, but the 0.9% rate realised in 2020 was, even in this paradigm, exceptionally poor. However, economists are projecting an increase…
Read more
/ by Dylan Pike
,

Inflation and reflation trade concerns continue

Markets continued their positive trajectory in April with strong returns generated across Australian and Global Equities, with listed Real Estate performing particularly well. Despite the strong returns, inflation concerns continue to dominate…
Read more
/ by Lukasz de Pourbaix
, ,

Media release: Budget takes important step towards universal coverage

With the recovery in superannuation looking increasingly secure, the focus in May was on the federal budget and some of the new measures to strengthen the system, including additional support to boost women’s retirement savings. This budget…
Read more
/ by Kirby Rappell
,

Budget 2021-22 analysis

Federal government doubles down on expansionary budget It’s been only seven months since the last federal budget in October 2020, which was delayed in order to give the government maximum flexibility to respond to the COVID-19 pandemic. This…
Read more
/ by Gordon Toy
,

Media release: Lonsec appoints new CEO

The Lonsec Board of Directors is very pleased to announce the appointment of Mike Wright as CEO of Lonsec effective 5th July 2021. Lonsec Chairman Mark Spiers said, “Mike's unique blend of leading teams to develop and implement client-oriented…
Read more
/ by Rob Hardy
,

Diversification lessons in multi-asset portfolios

While the use of a value approach or value (factor) bias is often associated with equity portfolios, the extraordinary events in early 2020 served as a reminder of the value bias inherent in many multi asset solutions. This bias results from…
Read more
/ by Dylan Pike
,

How Australian equities are navigating the 'new normal'

The Australian equity market experienced another positive quarter of performance to the end of March, delivering a 4.1% return as measured by the S&P/ASX 300 Accumulation Index. The recent gains have contributed to a significant 38.3% return…
Read more
/ by Peter Green
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

, ,

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…
Read more
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
, ,

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…
Read more
/ by Lonsec
Upcoming Sustainability Webinar Lonsec March 17th
, ,

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…
Read more
/ by Lonsec
, ,

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

This event has 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…
Read more
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
, ,

Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

This event has already passed. Watch the recording now.     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…
Read more
/ by Lonsec
, ,

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…
Read more
/ by Lonsec
,

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…
Read more
/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
, ,

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…
Read more
/ by Lonsec



Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2021 Lonsec Group All Rights Reserved

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.