Financial Adviser

Introducing the new Lonsec Sustainable Managed Portfolios

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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 Learn more about our Managed Accounts

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

Portfolio implementation matters more than you might think

Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value to the investment process. This attitude is far less viable today given recent market volatility and product rationalisation,…
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/ by Lukasz de Pourbaix

Insights from our CIO: New hope for a new year

No doubt 2020 will be a year we will all reflect on at a personal and professional level. For many of us it has been a year of the new. For all of us it has been the first time we have experienced a global pandemic, and from a domestic perspective…
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/ by Lukasz de Pourbaix

Media release: Super funds supporting V-shaped recovery

November was the strongest month for superannuation in 2020 and the 8th consecutive month of positive returns for members. As COVID-19 restrictions ease nation-wide and investors look forward to the approval and distribution of a vaccine,…
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/ by Kirby Rappell

Market Update - December 2020

Watch the video. Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upward trajectory. Lukasz de Pourbaix ED, CIO Lonsec Investment Solutions will discuss the latest insights…
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/ by Lonsec

Insights from our CIO: The big rotation

The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital…
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/ by Lukasz de Pourbaix

Research House of the Year 2020

Lonsec is very pleased to be able to announce that, for the 5th year running, we have once again been declared the overall winner of Research House of the Year. The award is the result of an annual questionnaire carried out by Money Management…
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/ by Lorraine Robinson
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Introducing Lonsec Sustainable Managed Portfolios

Watch the recording. Many of you will be aware that your clients are increasingly seeking out investments that align with their personal values. Further to the launch of the Lonsec Sustainability Score, the Lonsec Sustainable Managed Portfolios…
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/ by Lonsec

Weighing COVID-19’s mixed impact on global infrastructure securities

During the September 2020 quarter global infrastructure securities (+0.8% in AUD hedged terms) saw early gains almost negated and again underperformed the broader global equities index (+6.3% AUD hedged) for the fourth successive quarter. Unhedged…
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/ by Kevin Prosser
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Media Release: Lonsec Managed Accounts add over $100M in October

Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s…
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/ by Gordon Toy

Events

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The Future of Cryptocurrency

As the popularity of cryptocurrencies like Bitcoin and Ethereum grows, investors are becoming more curious about how these new digital assets work, what drives their value, and why blockchain and similar technologies are so powerful. In this…
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/ by Lonsec
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Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with…
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/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to…
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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
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The 18th Annual SuperRatings and Lonsec FOTY

We are pleased to invite you to the 18th SuperRatings and Lonsec Fund of the Year Awards, to be hosted virtually for the first time. In a year of momentous change and disruption, it is critical that we continue to connect…
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/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec and Franklin Templeton Retire Event

"Solving The Retiree Problem" Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging or more important.   For…
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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

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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.