Building prosperity for our clients through actionable data and insights

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      Trump, Big Data and how it
      impacts income in portfolios
      - Melbourne and Sydney
      28 & 29 August 2018

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      We are a trusted authority in superannuation and investment data, 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 businesses encompass managed funds research, awards and ratings, consulting, data and analytics, digital advice tools, model portfolios, and wealth management software.

      The Lonsec group of businesses are 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 mission is 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 software: We offer end-to-end financial advice software that integrates with our investment research and tools

      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?

      Suggested seaches: Lonsec Research SuperRatings Lonsec Connect Lonsec Investment Solutions

      We are a multi-brand business

      Managed funds and direct equities 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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      SMA model portfolios and direct solutions for financial advisers and retirement specialists

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      Integrated market data and analytics to support investment product design and distribution

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      Wealth management software with a focus on functionality, user experience and research integration

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      News & Insights

      29.06.2018

      Australia’s small cap shares have continued their extraordinary run of outperformance, returning 4.1% over the ...

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      19.04.2018

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

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      04.04.2018

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

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      26.02.2018

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

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      15.02.2018

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

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      16 Aug 2018 - Originally published by Investor Strategy News, 12 August 2018 There’s a whole industry that has developed ...

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      Read now

      Footy legend Brendon Gale’s lessons in leadership for super funds

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      By Jeff Bresnahan

      5 Jul 2018 - Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with ...

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      Beware the dividend honeypot—the lesson of Telstra

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      By Peter Green

      3 Jul 2018 - India has been a high performing component of the emerging market and Asian indices over the past five years, ...

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      Indian summer for emerging market investors

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      By Steven Sweeney

      20 Jun 2018 - Australian fund managers with a value focused investment strategy are struggling to keep up with the index as ...

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      Value investing has taken a hit in 2018

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      By Gordon Toy

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

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

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      By Shailesh Jain

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

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      Three signs inflation is here

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      By Gordon Toy

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

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      Read now

      Yield curve signals danger ahead

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      By Gordon Toy

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

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      Lonsec appoints Charlie Haynes as New Chief Executive Officer!

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      By Jeff Bresnahan

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

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      Our Sydney team has moved!

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      By Jeff Bresnahan

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

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      Markets could do with a dose of volatility

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      By Shailesh Jain

      Australian Equities Sector Overview

      4 Apr 2018 - Peter Green, Lonsec’s General Manager of Australian Equities, talks to Shailesh Jain and ...

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      The return of volatility: what you need to know

      14 Feb 2018 - Lukasz de Pourbaix, Chief Investment Officer at Lonsec Investment Solutions, explains what the ...

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      What is Lonsec Investment Solutions?

      12 Feb 2018 - Lonsec Investment Solutions was established to help financial advisers start implementing ...

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      Why SuperRatings?

      8 Feb 2018 - Our goal is simple: we want to understand everything we can about super and how we can help end ...

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      News & Insights page

      Upcoming Events

      Retirement Symposium 2018 – Registrations open!

      When:

      Tuesday 28 August (Melbourne)
      Wednesday 29 August (Sydney)
      Where:

      Melbourne
      Sheraton Hotel
      27 Little Collins St, Melbourne VIC 3000

      Sydney
      Doltone House
      3/181 Elizabeth St, Sydney NSW 2000

      Time:

      1.45pm - 5pm (including networking drinks & canapes)

      View event View full events calendar
      Upcoming Events

      SuperRatings & Lonsec Day of Confrontation 2018 – Registrations open!

      When:

      Tuesday 30 October
      Where:

      Melbourne
      Grand Hyatt, 123 Collins Street, Melbourne VIC 3000

      Time:

      1.00pm - 5.00pm

      View event View full events calendar
      Upcoming Events

      SuperRatings & Lonsec Fund of the Year Awards Dinner 2018 – Registrations open!

      When:

      Tuesday 30 October
      Where:

      Melbourne
      Grand Hyatt, 123 Collins Street, Melbourne VIC 3000

      Time:

      7pm - 11pm

      View event View full events calendar

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