Experts in portfolio construction
      and managed accounts

      Find out more

      Investment product research
      and insights to empower
      your financial advice

      Find out more

      Superannuation experts specialising
      in ratings, research and consulting

      Find out more

      A trusted authority in investment and superannuation research, ratings and insights

      Lonsec continues to play a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments and listed securities 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.

      News & Insights

      06.05.2019

      Leading research house and managed account provider Lonsec will work with financial advisers seeking to ...

      Read more

      30.04.2019

      With Australia’s economic expansion under threat, house prices falling, and a wave of people set to retire over ...

      Read more

      15.11.2018

      Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of ...

      Read more

      15.11.2018

      Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with ...

      Read more

      12.09.2018

      Exchange Traded Funds (ETFs) have become a popular way for investors to gain exposure not only to passive ...

      Read more

      02.09.2018

      Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role ...

      Read more

      29.06.2018

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

      Read more

      25 Jun 2019 - Balancing the Needs, Challenges and Dilemmas of Retirement Investing Retirement investing is necessarily ...

      __

      Read now

      Income, Growth and Certainty

      __

      By Talaria

      30 May 2019 - For many, approaching retirement is often characterised by heightened emotion and anxiety associated with ...

      __

      Read now

      Building a goals-based investment portfolio

      __

      By Michael Elsworth

      21 May 2019 - Last week, we partnered with Money Management to recognise the best performing funds at the annual Money ...

      __

      Read now

      2019 Fund Manager of the Year Awards

      __

      By Libby Newman

      9 May 2019 - AB’s latest insights update shows that markets have snapped back from a tough 4Q18. Click here to view the ...

      __

      Read now

      Volatility Insights

      __

      By AllianceBernstein

      6 May 2019 - Leading research house and managed account provider Lonsec will work with financial advisers seeking to ...

      __

      Read now

      Lonsec helps advisers tackle conflicted advice

      __

      By Gordon Toy

      3 Apr 2019 - Last night Treasurer Frydenberg handed down his first budget a month before the regular budget season. With the ...

      __

      Read now

      Budget’s fate will be determined by the economy

      __

      By Amy Li

      7 Mar 2019 - Nominees for the Lonsec Money Management Fund Manager of the Year have been announced, with the winners to be ...

      __

      Read now

      Fund Manager of the Year Nominees Announced

      __

      By Libby Newman

      26 Feb 2019 - This article is intended for licensed financial advisers only and is not intended for use by retail investors. ...

      __

      Read now

      Don’t assume volatility is behind us

      __

      By Lukasz de Pourbaix

      18 Feb 2019 - Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax ...

      __

      Read now

      Franking credit overhaul will leave investors out of pocket

      __

      By Adrian Hoe

      17 Feb 2019 - Lonsec has seen significant growth in its Managed Accounts offering over the last 12 months, as financial ...

      __

      Read now

      Lonsec Managed Accounts now available on Netwealth

      __

      By Lukasz de Pourbaix

      12 Feb 2019 - Earlier this month, at his first public speech for 2019, RBA Governor Phil Lowe conceded the rate outlook is now ...

      __

      Read now

      RBA reassesses its outlook for the Australian economy

      __

      By Amy Li

      Royal Commission highlights with Lonsec and Ticky Fullerton

      Watch the video
      7 Feb 2019 - Watch now

      7 Feb 2019 - The financial services industry was collectively holding its breath on Monday as Commissioner Hayne delivered ...

      __

      Read now

      Winds of change came well before the Royal Commission

      __

      By Libby Newman

      6 Feb 2019 - Vertical integration in the advice sector has been a point of discussion within the financial services industry ...

      __

      Read now

      Managed accounts can’t fly under the regulatory radar

      __

      By Lukasz de Pourbaix

      4 Feb 2019 - Despite the longest economic expansion in the country’s post-war history, few at the Bank of Japan would be ...

      __

      Read now

      Japan’s output gap is narrowing, but price pressures are still non-existent

      __

      By Lukasz de Pourbaix

      1 Nov 2018 - The SuperRatings and Lonsec Day of Confrontation 2018 may be over, but the conversation hasn’t finished. ...

      __

      Read now

      Day of Confrontation 2018: Media highlights

      __

      By Gordon Toy

      1 Nov 2018 - Congratulations to all of the award winners & finalists from this year’s SuperRatings and Lonsec Fund ...

      __

      Read now

      SuperRatings & Lonsec Award Winners Confirmed!

      __

      By Casey Brown

      15 Oct 2018 - Don’t miss the premier awards night for superannuation and wealth management industries The 16th Annual ...

      __

      Read now

      Award nominees are in!

      __

      By Casey Brown

      Pendal Retirement Innovation Award 2018

      Watch the video

      12 Sep 2018 - By Richard Brandweiner, Chief Executive Officer – Pendal Group Australia

      Watch now

      4 Sep 2018 - Thank you for joining in the conversation Download the Retirement Symposium presentations Thank you for ...

      __

      Read now

      Thank you for attending the Lonsec Retirement Symposium

      __

      By Veronica Klaus

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

      __

      Read now

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

      __

      By Jeff Bresnahan

      10 Aug 2018 - I have learnt over my many years of investing that there are three reasons why dividends are key for investors: ...

      __

      Read now

      20 lessons from 20 years: #4 Dividends are key

      __

      By Investors Mutual Limited

      30 Jul 2018 - We are in the business of educating our clients on the importance of retirement planning. But research has shown ...

      __

      Read now

      Managing Risks: Women and Retirement

      __

      By Casey Brown

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

      __

      Read now

      Beware the dividend honeypot—the lesson of Telstra

      __

      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, ...

      __

      Read now

      Indian summer for emerging market investors

      __

      By Steven Sweeney

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

      __

      Read now

      Value investing has taken a hit in 2018

      __

      By Peter Green

      22 Mar 2018 - The federal government has taken a step toward providing better retirement outcomes for Australians with the ...

      __

      Read now

      Designs on retirement: Are CIPR’s enough?

      __

      By Veronica Klaus

      What is Lonsec Investment Solutions?

      Watch the video

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

      Watch now

      Why SuperRatings?

      Watch the video

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

      Watch now

      We are a multi-brand business

      Lonsec Research

      Managed investments and listed securities research delivered via our market-leading iRate platform

      Learn more

      SuperRatings

      Research and ratings on superannuation products, broken down for institutional and retail audiences

      Learn more

      Lonsec Investment Solutions

      Lonsec managed portfolios & SMAs or tailored solutions for financial advisers and retirement specialists

      Learn more

      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 tools: We offer sophisticated portfolio construction tools that integrate with financial advice software

      Upcoming Events

      SuperRatings Fund of the Year Awards Dinner

      When:

      Wednesday 30 October
      Where:

      Grand Hyatt
      123 Collins Street, Melbourne VIC 3000

      Time:

      6PM - 10PM

      More Information:

      The 17th Annual SuperRatings Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and wealth management industries.
      For more information, please visit: www.superevents.com.au
      View event View full events calendar

      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: Investment Research Investment Solutions SuperRatings

      Contact us