Our research coverage
Navigate the investment product universe with Lonsec’s expansive research covering a full range of asset classes, sectors and structures.
Our investment research advantage
Experienced research professionals
Our research professionals have deeper conversations with investment managers to look beyond the numbers and provide meaningful investment insights.
Breadth and depth of research
Our unparalleled breadth and depth of qualitative investment product research allows you to build investment solutions that are best suited to your client’s needs.
iRate® our market leading research platform
Use iRate® to efficiently build complete pictures of your clients’ investment portfolios 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 research
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 product 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.