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.

Our investment consulting difference

One of the largest investment consulting teams in Australia

7 consultants with more than 65 years of combined industry experience.

Bespoke and flexible solutions

Personalised and flexible solutions that align to you and your client’s needs.

Breadth and depth of research

Underpinned by expansive investment product coverage, combining our people and data.

Timely and actionable insights

Key research publications, online resources or our investment committee participation.

Relationships

Engagement and communications focused on long-term relationships.

Want to find out more?

Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.

Call us on 1300 826 395 or email info@lonsec.com.au.

Our investment consulting services

Investment committee participation

Optimise your investment decision-making with specialised asset allocation and portfolio construction expertise. Gain greater confidence in your investment process with fresh perspectives and the full backing of Lonsec’s investment research. Lonsec has two external experts Damian Hennessy and Felix Stephen within our investment committee, to encourage diversity of views and additional expertise.

Approved product list construction

Leverage Lonsec’s expansive investment product coverage to take advantage of the full depth of the product universe. Create a high-quality APL based on different investment styles and goals, including retirement-specific APLs for yield, capital growth and risk control objectives.

Asset allocation

Generate high-conviction, strategic and dynamic asset allocations supported by sector analysis, portfolio construction expertise and top-down macroeconomic views from our team of internal and external experts.

Managed portfolios

Partner with Lonsec’s investment consulting team to develop implementable, flexible and bespoke portfolios tailored to your clients’ objectives. Utilise Lonsec’s ready-made portfolios or let us help you create your own bespoke solutions.

Our investment philosophy and process

We believe in a diversified portfolio approach combining top-down and bottom-up analysis with quantitative stress testing and a strong focus on risk management.

How we partner with you

We offer a bespoke and flexible investment consulting service tailored to individual requirements. We focus on building long term relationships with our clients and offering access to our manager selection and portfolio construction expertise irrespective of your business size.

  • Portfolio review

    Full review of your portfolio capabilities, including asset allocation, manager selection, market positioning & governance

  • Engagement and scoping

    Initial visit and meetings to determine capabilities, requirements, objectives and strategy.

    Engagement and scoping

  • Tailored solutions

    Develop a tailored solution that fits your objectives with clear parameters for success.

  • Ongoing advice and access

    Hands-on assistance and advice to ensure the smooth implementation of our solutions.

    Ongoing advice and access

Bespoke consulting services

Meeting your individual requirements

  • Our consulting services can be customised to meet the specific requirements of you and your clients.
  • We build bespoke solutions for your business, investment capabilities and clients.
  • We engage with key stakeholders across the industry to ensure the advice we deliver is consistent, relevant and practical.

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.