EVERYTHING IS BROKEN – 2020 Lonsec Symposium

Tuesday, 5 May 2020, 8:30am  |  ICC Sydney

Experts in investment research, consulting and managed accounts

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Independent financial advisers, dealer groups and advice licensees

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Fund managers with new or existing products for the Australian market

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Retail, not-for-profit and corporate superannuation funds

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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

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The art of the deal: why trade war volatility will return in 2020

Trump’s bombastic and provocative approach to the trade war has culminated in a tumultuous two years for capital markets. Sudden increases in tariffs have been followed by back downs, bravado has given way to overtures, and severe selloffs…
/ by Calvin Richardson
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UniSuper takes top spot in 2019

For consumers, 2019 was a year best forgotten as negative economic news created an almost perpetual drag on sentiment and global uncertainty resulted in repeated bouts of volatility. But for investors, including Australia’s 15 million super…
/ by Kirby Rappell
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Why Invest in Real Estate?

Real estate offers potential diversification away from traditional stocks and bonds, stable income, the possibility of capital appreciation and has historically offered inflation protection. The average Australian retiree is likely to have exposure…
/ by Invesco

Exciting new Portfolio Construction features now available in iRate

Super Fund Research now available in Portfolio Construction & new portfolio reports Lonsec has released further major enhancements to the portfolio construction and quantitative analysis tools for iRate subscribers, with additional new…
/ by Casey Brown

Super funds face a high bar in 2020

Super members have every reason to be optimistic about 2020, but when it comes to a repeat of 2019’s double-digit returns, it would be wise to temper expectations. According to estimates from leading research house SuperRatings, 2019 was…
/ by Gordon Toy
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Super funds give consumers solace during tough 2019

Super funds are on track to finish 2019 with the strongest returns in years, defying fears of a market fade in the final quarter. While market conditions have been challenging, investors have not yet succumbed to the negative economic headlines,…
/ by Kirby Rappell
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Top Value for Money KiwiSaver Schemes

On the back of the 2019 KiwiSaver product ratings, SuperRatings is pleased to provide a list of the top 10 providers on a Net Benefit basis across Conservative, Balanced and Growth funds. The Net Benefit figures have been calculated using investment…
/ by Kirby Rappell
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2019 ends with a ‘mini-cycle’

Markets continued their upward trajectory in November. When you look at the returns across key asset classes over the last 12 months most asset classes have generated double digit returns. Growth assets such as equities and listed real assets…
/ by Lukasz de Pourbaix
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Lonsec helps investors through the ESG maze

Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess fund managers’ processes…
/ by Gordon Toy
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Events

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Lonsec Symposium 2020

Make sure you keep Tuesday, 5 May 2020 free in your diary for the Lonsec Symposium. It will be held at the International Convention Centre in Sydney. The Lonsec Symposium 2020 will feature leading speakers offering real insights and actionable…
/ by Lonsec
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Lonsec and IML Retire Partner Webinar

Join Veronica Klaus, Head of Lonsec Investment Consulting and IML Portfolio Manager Michael O’Neill who will illustrate the benefits of compounding by showing how companies that reinvest back into their businesses can reward investors with…
/ 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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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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