Unparalleled breadth and depth of qualitative investment research

Our investment product research gives you access to unparalleled breadth and depth of qualitative research, covering traditional managed funds, listed products, alternatives, super funds and super fund investment options, all available through a single portal.

Our research advantage

Experienced research professionals

Our seasoned research professionals are able to have deeper conversations with investment managers, to look behind the numbers and provide meaningful investment insights.

Breadth and depth of research

Our unparalleled depth and breadth of qualitative investment product research allows you to build contemporary investment solutions that are best suited to your client’s needs.

Our market leading research platform

Efficiently build a complete picture of your client’s investment portfolio, aid understanding and facilitate more informed and insightful conversations with your clients.

Support and training

Regular training webinars and online support make getting the most from our services easy.

Our experienced client services team are just a phone call away and are here to provide you with ongoing guidance and support.

Timely and actionable insights

Dynamic alerts and watch lists make it easier to stay up to date on the events and trends that have a direct impact on your client’s investment portfolio.

Focus on qualitative factors

Filter your investment universe and construct portfolios aligned with your client’s goals and preferences, enabling you to demonstrate how you are meeting your best interests duty.

Learn more about our investment research

Our research coverage

Navigate the investment product universe with Lonsec’s expansive research covering a full range of asset classes, sectors and structures.

Our research process

Find out why our rigorous investment research and peer review process make our ratings trusted by financial advisers.

Our iRate research platform

Access our research, ratings, portfolio construction tools and model portfolios through our market leading iRate® platform.

Super fund research

Use our specialised super fund research to compare individual funds and options across a range of factors, including their underlying asset allocation.

Trial our research

Our award-winning investment research and portfolio construction tools are available via our iRate® platform.

Get started with your free trial today.

Understand the drivers of investment product performance

Our investment product reviews and ratings represent an objective assessment of a product’s ability to meet its stated objectives, allowing you to compare products across a wide range of qualitative and quantitative factors.

Let us partner with you

Engage our investment consultants to take your investment advice to the next level. Leverage our expansive financial product knowledge and research to enhance your asset allocation, manager selection and governance structures.

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.