Financial Advisers
Lonsec provides financial advisers with a full suite of investment product research, portfolio construction tools and managed portfolios, allowing you to optimise your clients’ investments and deliver high-quality, active investment solutions. Our goal is to help you deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.
Let us know which solution you’re looking for:
Award-winning research on iRate®
Managed Accounts
Investment Consulting
Get in touch with us
To find out more about how Lonsec can help you deliver better outcomes for your clients, contact your BDM or call us on 1300 826 395.
Access our award-winning research with iRate®
Lonsec has been in the research and ratings business for 30 years and we have one of the largest investment research and consulting teams in Australia.
iRate®, our market leading investment research platform, gives you access to this research to efficiently build complete pictures of your clients’ investment portfolios and facilitate more informed and insightful conversations with your clients.
iRate® provides unparalleled breadth and depth of qualitative research, including research on managed funds, ETFs, hybrids, LIC/LITs, SMAs, ASX 200 equities, super funds and super fund investment options.
Managed Account Solutions
Lonsec offers a broad suite of investment solutions to suit a diverse range of adviser and investor requirements for advice businesses of all sizes.
We understand that there is no ‘one size fits all’ product and that each business will have unique preferences when it comes to selecting the right investment solutions for them and their clients.
Each of our investment options come with distinct features and functionality, ensuring that we can work with you to determine the ideal solution for you.
This, together with our genuinely collaborative approach, allows us to truly personalise our partnership with advice businesses, so that whether you a large licensee or smaller practice searching for a ready-made, tailored or customised solution, we can work alongside your business to achieve your investment goals.
Investment Consulting
Latest News
by Kirby Rappell
July 4, 2025
Super funds have delivered a third straight year of strong returns, with shares rallying in the final quarter to push full year returns into double…
by Nathan Lim
June 30, 2025
Orderly slowing in the hard data justifies the eerie calm in markets. In this edition of Portfolio Perspectives, we hear from Nathan Lim CFA, Chief…
by Lonsec
June 27, 2025
The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program…
by Kirby Rappell
June 10, 2025
After a small positive result in April, leading superannuation research house SuperRatings estimates that the median balanced option returned 2.6% to members over May. “As…
by Deanne Baker
June 3, 2025
In this edition of Portfolio Perspectives, we hear from Deanne Baker, Deputy Chief Investment Officer at Lonsec Investment Solutions. The key messages for investors are:…
by Kirby Rappell
May 12, 2025
April saw volatility spike as markets reacted to Trump’s on again, off again, on again tariffs. Despite the turmoil, Australia’s superannuation funds posted a small…
by Marc Hraiki
May 6, 2025
In this quarterly webinar, host Marc Hraiki is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
by Nathan Lim
April 30, 2025
Policy uncertainty leading to changes in our Defensive mix In this edition of Portfolio Perspectives, we hear from Nathan Lim, CFA, Chief Investment Officer at…
Helping you help your clients
Lonsec provides you with a full suite of investment product research, portfolio construction tools and managed portfolios, allowing you to optimise your clients’ investments and deliver high-quality, active investment solutions.
Find out more
To find out more, get in touch with your BDM or call us on 1300 826 395.