Experts in investment research, consulting and managed accounts

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Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

DIY Investor

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

Building a portfolio around a handful of blue-chip shares is no longer a winning formula

Investors have traditionally seen the largest 20 companies in the S&P/ASX 200 Index as the Australian champions that should form the backbone of an investment portfolio. These names have become a staple for many investors if only because…
/ by Peter Green

In this market, delaying portfolio changes can be fatal

The COVID-19 crisis is a living example of how an extraneous shock to economies can result in a rapid change in market dynamics and swings in sentiment as investors struggle to parse a constant flow of incoming news and data. In this environment,…
/ by Lukasz de Pourbaix

Is the fate of globalisation on your investment committee agenda?

Macro issues always play a key role in investment decisions, but it’s fair to say that globalisation was always considered a fixture within most investing frameworks, rather than an assumption that was up for debate. Open markets, freely flowing…
/ by Lukasz de Pourbaix
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SuperRatings 2020 Financial Year Superannuation Update

  SuperRatings Executive Director Kirby Rappell shares the latest performance results for superannuation funds and the future outlook for the industry. Members should be prepared for more ups and downs. However, a patient approach…
/ by Lonsec

Fireside Chat - Ask us anything!

The live webinar was held on Wednesday at 10 AM AEST, 1st July, 2020 Overview We were blown away by the response to the Lonsec Webinar Series, which saw over 3,000 people attend across five webinars. Unfortunately, given the range of topics…
/ by Lonsec

ESG funds – the real deal or pretenders?

There are plenty of fund managers who claim environmental, social and governance (ESG) credentials, but how many of them are actually the real deal? When clients approach advisers looking to specifically invest in ESG, the problem has been…
/ by Gordon Toy

Insights from our CIO – Markets are up but vulnerable to negative news

Markets didn’t blink in May continuing their upward trajectory buoyed by accommodative policy settings for risk assets. Many investors have been left scratching their heads given the poor economic outlook and increased geopolitical tensions,…
/ by Lukasz de Pourbaix

Lonsec Market Update - June 2020

Markets are up so why is economic news still negative? 2020 has been a rollercoaster ride. In the first half of the year we had bush fires, a pandemic, social distancing, borders closing, job loses, and some business models decimated while…
/ by Lonsec

Super funds regain ground but face tough financial year end

Super funds have proven resilient to the turmoil that hit markets in the wake of the COVID-19 outbreak, extending their recovery through May and early June, and are on track to finish the 2019-20 financial year down but far from out. According…
/ by Kirby Rappell

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Sustainability Q&A - Ask us anything!

Advisers are increasingly being asked to take their clients’ environmental, social, and governance (ESG) expectations and ethical considerations into consideration when recommending financial products. Whilst the term ESG is becoming increasingly…
/ by Lonsec
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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…
/ by Lonsec

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