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, 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
Lonsec investment consulting service leverages the depth and breadth of our investment product research to provide high-quality investment advice and solutions tailored to your needs.
With one of the largest investment consulting teams in Australia, we combine high-conviction insights with our extensive portfolio construction expertise to help you deliver your investment objectives. Our goal is to give you greater confidence in your investment process, from the asset allocation decision right through to security selection and investment committee governance.
Latest News
by Kirby Rappell
July 16, 2024
Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns…
by Kirby Rappell
July 3, 2024
Super funds have delivered stronger than expected returns with the losses from the start of the financial year now a distant memory, and despite renewed…
by Nathan Lim
July 2, 2024
In this month’s edition of Portfolio Pespectives, the key messages for investors are: Global macroeconomic forecasts and contemporaneous forward-looking macroeconomic data suggest a positive but…
by Lonsec
June 14, 2024
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 Nathan Lim
June 11, 2024
In this month’s edition of Portfolio Perspectives, the key messages for investors are: We are in the late stage of the economic cycle with economic…
by Kirby Rappell
June 11, 2024
Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation…
by Lonsec
June 3, 2024
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…
by Nathan Lim
May 17, 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…
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.
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.
Find out more
To find out more, get in touch with your BDM or call us on 1300 826 395.