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 and 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
Latest News
by Nathan Lim
April 7, 2025
Welcome to this special edition of Portfolio Perspectives from the Lonsec Investment Solutions Office of the CIO. Over the past few days, the Trump administration’s…
by Nathan Lim
March 31, 2025
US tariffs are not fake news, winding back risk in portfolios. In this edition of Portfolio Perspectives, we hear from Nathan Lim, CFA, Chief Investment…
by Naomi Christopher
March 26, 2025
The private credit industry has grown rapidly in recent years, emerging as a key alternative to traditional bank lending. Lonsec Research and Ratings has kept…
by Darrell Clark
March 18, 2025
Darrell Clark, Deputy Head of Research & Sector Manager – Alternatives, Lonsec Research and Ratings The rise of private credit The private credit industry has…
by Lonsec
March 12, 2025
We are excited to launch Symposium 2025, brought to you by Lonsec Research and Ratings and Lonsec Investment Solutions. Championing “Opportunity through Change”, this year’s…
by Naomi Christopher
March 12, 2025
Lonsec Investment Solutions (LIS) has today announced the launch of a new and unique investment solution designed exclusively for advisers and their high-net-worth clients. With…
by Danial Moradi
March 11, 2025
Stay calm, carry on… really. In this edition of Portfolio Perspectives, we hear from Danial Moradi, Portfolio Manager at Lonsec Investment Solutions. The key messages…
by Kirby Rappell
March 10, 2025
Monthly superannuation returns turned negative for the month of February. Despite an uncertain environment, it was only the second negative monthly return for the financial…
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.