Financial Adviser

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

Learn more

Investment Consulting

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

Learn more

Tailored Portfolios

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

Learn more

Managed Accounts

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

Learn more

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

The second age of globalisation is beginning to buckle

Originally published in The Australian, 7 May 2022 This article presents the views of Alan Dupont and do not necessarily reflect those of Lonsec. The ripple effects of the Russo-Ukrainian war are spreading and intensifying. Deglobalisation…
Read more
/ by Alan Dupont
, , , ,

Managers in Focus - Fixed Income

Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video,…
Read more
/ by Lonsec

Media Release: Latest data from Lonsec suggests the value rotation well underway

After a decade of low inflation, anaemic wages growth and falling bond yields, the perceived wisdom of markets had been that value stocks will continue to underperform compared to growth stocks.  However, the latest data from research house…
Read more
/ by Nicci Chaplin

Media release: Super Funds Bounce Back in March

A market bounce in March has supported super fund performance, with the global economy maintaining a reasonable degree of momentum. However, inflation concerns continue to mount as consumers face cost pressures. The Reserve Bank of Australia…
Read more
/ by Kirby Rappell

Media release: Lonsec continues to support the growth of Managed Accounts

Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth and breadth of Australia’s leading research provider,…
Read more
/ by Rob Hardy
,

The winds of change are coming

Years of accommodative monetary policy combined with ample liquidity from central banks, remnants of the global financial crisis of 2008, may be coming to a gradual end. We are arguably entering a transition period in the economic environment…
Read more
/ by Lukasz de Pourbaix

February 2022 – Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following the February reporting season and takes an in-depth look at how various sectors and companies performed. This year…
Read more
/ by Danial Moradi
,

Five questions to ask before plunging in to an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets,…
Read more
/ by Nick Field

Portfolio Change & Market Update – Lonsec Listed Managed Portfolios

We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022. The changes have been made to the Lonsec Listed Managed Portfolios with the aim of: - Reducing our Overweight…
Read more
/ by Danial Moradi

Events

, ,

Lonsec Symposium 2022 - A WHOLE NEW WORLD

RECORDING IS NOW AVAILABLE Crypto, geo-political instability, post-pandemic recovery, advice evolution and more. With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises, and crypto…
Read more
/ by Lonsec
, ,

Lonsec Sustainability Webinar - Green Bonds or Green Washing

RECORDING IS NOW AVAILABLE The dramatic growth of green bond market in 2021 has been matched by the growth of green bond funds. But how do we know the bonds are indeed green or just being greenwashed? In the next Lonsec Sustainability webinar,…
Read more
/ by Lonsec
Lonsec Fund Managers Corporate Update
, ,

Lonsec Retire: Achieving income targets with a diversified portfolio

With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Recording is now available. Join us for our third webinar in the series on generating income for retirement portfolios to…
Read more
/ by Lonsec
Lonsec Crypto Asset Webinar
, ,

Crypto Asset: where to for advice?

Lonsec Webinar Series - Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments…
Read more
/ by Lonsec
,

UNPACKING THE ‘S’ IN ESG

RECORDING AVAILABLE Lonsec Sustainability Webinar - Unpacking the 'S' in ESG As ESG investing becomes more mainstream, Advisers and their clients have built a good understanding of Environmental and Governance risks but the ‘S’ –…
Read more
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
, ,

Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and…
Read more
/ by Lonsec
, ,

Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best way to structure…
Read more
/ by Lonsec
Lonsec Sustainability
, ,

Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through engagement…
Read more
/ by Lonsec
, ,

Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
Read more
/ 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

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

© 2022 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.