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.

Investment Research

Access our unparalleled breadth and depth of qualitative research

Investment Consulting

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

Tailored Portfolios

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

Managed Accounts

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

Practice Transformation

Transform your practice with Lonsec’s Managed Accounts, utilising Lonsec’s dedicated Practice Transformation team

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.

Hear from John Burton our Head of Sales, as he explains how the Lonsec suite of solutions can help scale advice practice’s and improve efficiencies.

1,500+

Investment products reviewed and rated

500+

Meetings with fund managers every year

75+

Investment professionals

Latest news & insights

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Money Management 36th Annual Fund Manager of the Year Awards 2024 - Winners Announced

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 comprehensively covers the industry’s top performers, including senior professionals,…
/ by Lonsec
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Portfolio Perspectives from the CIO Office: June 2024

In this month's edition of Portfolio Pespectives, the key messages for investors are: We are in the late stage of the economic cycle with economic growth in Australia moderating to 1.1% year-on-year in the March quarter, well-below…
/ by Deanne Baker
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Media Release: Australia’s market leading investment research house – Lonsec fully acquired by Generation Development Group Limited

Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest shareholder, Generation Development Group…
/ by Naomi Christopher
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Lonsec Managed Portfolios Quarterly Update - Q1, 2024

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 summary of changes to asset allocation. ​​Deputy CIO Deanne Baker also provides performance and positioning…
/ by Nathan Lim

Winners of the Best Investment Research Firm 2024 award

This week Lonsec was honoured to be awarded Best Investment Research Firm at the inaugural Australian Wealth Management Awards. At Lonsec Research, we are aware of the trust placed in us by advisers and their clients and as such, end investors…
/ by Lonsec
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Portfolio Perspectives from the CIO Office: May 2024

In this month's edition of Portfolio Pespectives, the key messages for investors are: Inflation continues to be sticky, but how sticky it is from here is now in focus. A recent IMF paper examining the historical record of inflation…
/ by Nathan Lim
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Media release: AMP Advice launches Australia-first solution for democratising access to managed portfolios

AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices – a first of its kind in the Australian market. CONTINUE REA…
/ by Lonsec
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Media release: Super balances see continued growth in March

Super funds once again delivered a boost to members in March with another month of investment gains. Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 1.9% for March. This takes…
/ by Kirby Rappell
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Portfolio Perspectives from the CIO Office: April 2024

In this month's edition of Portfolio Pespectives, the key messages for investors are: Recent macroeconomic data supports our expectations for a "soft landing" The US yield curve has set a new record for the time inverted Lonsec…
/ by Nathan Lim

Events

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Lonsec Symposium 2024 - Prospering in Volatile Times

Discover the keys to helping you and your clients prosper in volatile times at Lonsec Symposium 2024. Lonsec Symposium 2024 brings together industry leaders to help you navigate an ever-changing economic landscape and provide the best solutions…
/ by Lonsec
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Lonsec Managers in Focus - Equity

Webinar details With reporting season wrapping up, the next episode of Managers in Focus will look at Australian Equities. The panel will discuss the opportunities and risks they have observed during reporting season and any trends that…
/ by Lonsec
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Lonsec Webinar Series - Deciding between Term Deposits, Fixed Income and Annuities

Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding…
/ by Lonsec
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Lonsec Managers in Focus - Passive ETFs

Recording is now available. The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are seeking enhanced income,…
/ by Lonsec
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Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
/ by Lonsec
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Lonsec Managers in Focus | Unlisted Property

In the wake of central banks rapidly hiking interest rates to combat inflation, listed property markets experienced a spike in volatility and have been heavily sold-off. By contrast, unlisted property has held up relatively well despite the…
/ by Lonsec
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Lonsec Sustainability Webinar: New insights on talking ESG with your clients

RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially…
/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
/ by Lonsec
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Lonsec Sustainability Webinar | Green Washing: What is in a name?

RECORDING IS AVAILABLE With ASIC recently issuing new guidance to fund issuers on how to avoid greenwashing, it is now more important than ever to discuss how managers can avoid distorting the environmental, sustainable or ethical credentials…
/ 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

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.