Tailored portfolios

You can leverage our experience in portfolio construction and managed account structures to develop your own portfolio and managed account solutions. Under this service Lonsec Investment Solutions acts as your outsourced model manager responsible for managing your portfolio tailored to your requirements.

Easily implement tailored, institutional grade portfolios

Select for performance

Gain exposure to our manager selection expertise and investment committee views.

Utilise Lonsec’s best ideas

Create diversified, high-quality investment solutions based on our extensive managed funds research.

Leverage our sector views

Utilise our forward-looking sector performance data and forecasts.

How we help you build tailored portfolios and managed account solutions

Construction of portfolios aligned to your requirements

Establishment of governance structures such as investment committee and charters

Management of platform responsible entity (RE) due diligence, including documentation and review process

Implementation of managed account portfolios, including switching and rebalancing

Management of ongoing platform reporting requirements

Ongoing education and resources to help you and your clients get started

Want to find out more?

Get in touch today to find out how we can partner with you to build and manage tailored portfolio solutions for your clients.

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

Ready-made portfolios to suit a range of investment objectives

Along with our tailored and bespoke solutions, Lonsec offers a range of multi-sector portfolios that provide different exposures to suit different investment objectives and time horizons, covering a choice of underlying investment vehicles to cater for different client goals.

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.