Financial Adviser

Introducing the new Lonsec Sustainability Report and Score

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Voted number one by financial advisers for the

fourth year in a row, view the full article here.

We provide the tools to enable you to deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.

Trial our research for two weeks Access the Managed Portfolios Guide

Investment Research

Access our unparalleled breadth and depth of qualitative research

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Investment Consulting

Learn how we can partner with you to create better investment outcomes

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Tailored Portfolios

Leverage our experience in portfolio construction and managed account structures to develop your own managed accounts solutions

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Managed Accounts

Outsource the core elements of portfolio construction to tap into the expertise and resources of a leading research house

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How we help financial advisers

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 based on Lonsec’s best ideas.

1850+

Investment products reviewed and rated

400+

Meetings with fund managers every year

65+

Investment analysts in our research team

500

Combined years of industry experience

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…
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/ by Peter Green
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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…
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/ 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…
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/ 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…
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/ 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,…
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/ by Lukasz de Pourbaix

Market Narratives podcast: Core tenets, asset quality and the X factor

In this episode of Market Narratives, Lonsec's Chief Investment Officer, Lukasz de Pourbaix, tackles a range of controversial topics and their implications for portfolio construction. Is this the new normal or merely the continuation…
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/ by Lukasz de Pourbaix

Insights from our May Investment Committee meeting

During our previous Asset Allocation Committee meeting we expressed a desire to further diversify our exposure to credit securities within our portfolios. This view was driven by the significant pull back in credit markets in March, which Lonsec…
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/ by Lukasz de Pourbaix

The value of efficient portfolio implementation in volatile times

Whether in business, investing or life generally, when circumstances change, we need to be able to adapt quickly. The COVID-19 pandemic has forced us to transform our family, social and professional lives in a matter of weeks while contending…
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/ by Gordon Toy

Insights from our CIO – Markets up, but caution remains

April saw a rebound in risk assets as markets were buoyed by the prospect of economies slowly reopening for business as the number of new COVID-19 cases appear to have passed their peak in many key economies around the world. Markets were also…
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/ by Lukasz de Pourbaix

Events

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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…
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/ 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…
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/ by Lonsec

What our clients say

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 WilsonFinassure Pty Ltd

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

Peter HastieStinson Hastie & Co

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 MorrisonValant Capital Partners

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2020 Lonsec Group All Rights Reserved

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.