Lonsec   ⟩   About Us

We are passionate about research and data

Through our individual businesses, we connect advisers, fund managers, super funds and individuals with the must have tools, data and information to make better investment decisions, grow funds, engage better with members, implement new product solutions.

Setting the benchmark

Client focus

We build real relationships with our clients to help them be better at what they do

Award winning research

Our investment research and tools are recognised as the best in the market

Experience

Our insights are backed by our team’s depth of knowledge and wealth of industry experience

Real insights

We provide high-conviction, actionable insights that add real value to your investment decisions

Bespoke consulting solutions

By leveraging our research, data and investment expertise, we work directly with you to advance your strategic or growth objectives.

Whether you are looking to engage more effectively with your investors, enhance your research and investment processes, or create tailored model portfolio solutions, we are ready to help you start implementing.

Our businesses provide a full range of specialised services for financial advisers, fund managers, and the broader investment community.

Each of our businesses brings a particular set of skills and experience to ensure that what we offer is directly relevant to your needs.

Data-driven decision-making

The investment world is driven by data. To make effective decisions, you need to draw on a wide range of data from a variety of different sources.

We combine traditional investment market data with real-time behavioural analytics to give you a real competitive edge when it comes to investment product design and distribution.

SuperRatings

It was evident to us that SuperRatings have market leading insights when it comes to the superannuation industry in Australia, and we would recommend them to any Fund considering undertaking a strategic review.

- Fabian Ross, CEO - WA Super

Our values

Our values are an essential part of who we are, and inform our vision as a business as well as how we work with our clients and each other. We believe strongly in responsible action, supporting the integrity of the financial services industry, and maintaining the highest standards of professional and ethical conduct.


Integrity

We stand behind our promises and always do the right thing by our people and client

Client-focused

Our culture puts the client at the core and focuses on helping then achieve their goals

Innovative

We anticipate market needs and opportunities and develop contemporary solutions

Collaborative

We build great relationships and work in partnership with our clients and colleagues

Independent thinkers

We never compromise on quality or objectiveness to deliver trusted, high conviction insights

Meet the Team

We have some of the most reputable people in the industry working at Lonsec.
Here is an overview of our talent as well as some information
on their contribution to the financial services industry.

Learn more