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
November 11, 2024
US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim,…
by Kirby Rappell
November 11, 2024
Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month….
by Nathan Lim
November 1, 2024
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
by John Burton
November 1, 2024
In this quarterly webinar, host John Burton is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
by Marc Hraiki
October 14, 2024
Discover the power of Lonsec’s Tailored Managed Accounts Lonsec partners with innovative licensees and advice businesses looking to grow and scale so they can deliver…
by Kirby Rappell
October 8, 2024
Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating…
by Nathan Lim
October 3, 2024
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
by John Burton
September 18, 2024
The past five years has seen great change in advice due to increasing compliance rigour, the departure of major players from the market and the…
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.