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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?

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

19.04.2018

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

04.04.2018

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

26.02.2018

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

15.02.2018

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

01.01.2018

Australia’s super funds are expected to deliver double digit returns in 2017 marking the sixth consecutive year ...

14.12.2017

This release talks about the continuation of the market rally through December which has supported super fund ...

16.11.2017

Ten years since the start of the global financial crisis, Australia’s top super funds have made up for lost ...

14.11.2017

SuperRatings today revealed the highest value KiwiSaver schemes on a net benefit basis, along with its top-rated ...

10.10.2017

Lonsec Research has partnered with Synchron to provide investment research and consulting services to ...

23.06.2017

Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry ...

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

Lonsec appoints Charlie Haynes as New Chief Executive Officer!

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

Our Sydney team has moved!

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

Markets could do with a dose of volatility

31 Jan 2018 - In this article the SuperRatings team give their take on the new Insurance in Superannuation Voluntary Code of ...

The insurance in superannuation voluntary code of practice

30 Jan 2018 - Why the sudden growing interest in managed accounts? Lukasz de Pourbaix discusses several factors which have ...

Growth in SMAs gains momentum

1 Jan 2018 - Australia’s super funds are expected to deliver double digit returns in 2017 marking the sixth consecutive year ...

Santa rally delivers 10.5% return for super funds in 2017

7 Dec 2017 - Lukasz de Pourbaix talks you through the 8 things you should check off before launching your SMA portfolio In my ...

Checklist for financial planning practices running SMA portfolios

7 Dec 2017 - This articles talks about the key things you need to know when transitioning to an SMA structure. Over the past ...

Transitioning from model portfolios to an SMA

6 Dec 2017 - Hear from the LIS team about some real life examples which talk to how SMAs can have tangible benefits for ...

Your managed accounts in practice

5 Dec 2017 - We are very proud to be voted Research House of the Year 2017 by Money Management’s Rate the Raters survey. ...

Voted No. 1 LONSEC WINS 2017 Research House of the Year

8 Nov 2017 - The Phillips Curve has undergone a number of deaths in its lifetime, but for dual mandate central banks, it may ...

The RBA’s duelling mandates

19 Sep 2017 - Investors may have been hoping to start the new financial year with some wind in the sails, but instead it has ...

Steady as it goes for super funds September 2017

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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Sector spotlight: resources

31 Jan 2018 - Ross Bird takes a look at some of the recent trends from Australia’s resources shares and how ...

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Stock spotlight: REA Group

18 Dec 2017 - Senior Equities Strategist Danial Moradi discusses why Lonsec has recently added REA Group to ...

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Overcoming Investment Biases

11 Aug 2017 - Stuart Rae from Alliance Bernstein (AB) Global one of our Lonsec Retire Partners talks to the ...

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Upcoming Events

Lonsec Adviser Roadshow 2018 – Registrations open!

When:

Wednesday 09 May (Melbourne)
Thursday 10 May (Sydney)

Where:

Sofitel
25 Collins St, Melbourne VIC 3000

Intercontinental
117 Macquarie St, Sydney NSW 2000

Time:

2pm - 5pm

More Information:

To find out how to register, please contact events@lonsec.com.au

View full events calendar
Upcoming Events

Retirement Symposium 2018

When:

Tuesday 21 August (Melbourne)
Thursday 23 August (Sydney)

Where:

Melbourne
Sheraton Hotel
27 Little Collins St, Melbourne VIC 3000

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

Time:

2pm - 5pm

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:

1.30pm -5.30pm

More Information:

If you would like to find out more, please contact events@lonsec.com.au or 02 8651 6751

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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

More Information:

If you would like to find out more, please contact events@lonsec.com.au or 02 8651 6751

View event View full events calendar