Tailored Solutions
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 a unique investment experience to clients. Our Tailored Solutions allow advisers to cater to more individualised investment preferences, to help facilitate better investment outcomes for clients.
Lonsec Tailored Managed Accounts
In a truly collaborative process, we work alongside businesses to create and co-design a tailored Managed Account (otherwise known as private label or bespoke) for your clients that appoints you as co-pilot, can accommodate existing investment preferences and with the option to retain your brand.
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.
Seeking a unique flexible solution for your client portfolios?
A trusted and experienced team
Backed by the depth and breadth of Lonsec’s investment research, our experienced team of portfolio construction experts help you to achieve your investment objectives and meet the unique demands of your clients.
Our team has 20+ year track record of managing investments through various market cycles and with a strong risk adjusted performance.
Lonsec’s Tailored Solutions are managed by highly skilled and long-standing members of the LIS team, including…
Veronica Klaus
Head of Tailored Solutions
Ron Mehmet
Portfolio Manager
Brook Sweeney
Portfolio Manager
Nick Ward
Portfolio Manager
Eleanor Menniti
Associate Portfolio Manager
Our Consulting Services
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.
Investment Committee Participation
- Participation in quarterly Investment Committee meetings
- Insights on market developments, investment trends and opportunities
- Sector updates
- Insights from Lonsec’s Investment Committee and our SAA and DAA views
- Research on the underlying investments held within client portfolios
- Access to Lonsec consultants and research analysts
- Quantitative service pack delivered prior to each quarterly meeting
Portfolio Construction Advice
- Build and advise on a set of model portfolios
- Conduct formal reviews of the portfolios and provide recommendations for changes to the portfolios
- Provide quantitative and qualitative analysis supporting the construction of the portfolios
- Conduct mid-cycle reviews, should a significant change to a fund occur
- Produce wholistic quarterly reporting for the investment portfolios
+ Investment Committee Participation
Managed Account Solution
- DAA
- Manager Fee Rebates Negotiation
- Adviser Education
- Platform Governance & Due Diligence
- Client Marketing Collateral
- Portfolio Implementation and trading
+ Portfolio Construction Advice
+ Investment Committee Participation
The Lonsec Tailored Solutions investment approach
Partnering with Lonsec to deliver a tailored managed account solution allows licensees and advice businesses to gain access to the depth and breadth of the largest research and ratings house in Australia, whilst also providing a deeply personalised service and genuinely consultative approach.
Our highly experienced and specialised Tailored Solutions team is agile so can easily adapt with the evolving needs of a changed advice business in a true partnership with you, not for you.
The Lonsec Tailored Solutions process
Understanding your business needs and priorities
The Lonsec partnership
Proposal / demonstrating capability
Portfolio Mandate Workshop
Project Build
Project Implementation
Why partner with Lonsec?
Expert Consultation
Gain exclusive access to our experienced Tailored Solutions team with with over 20 years of proven success and establish a direct line of contact with Lonsec’s Tailored Portfolio Managers. Additionally, leverage a comprehensive suite of tools, featuring a custom branded portal, tailored communication programs, and a full range of business and client communications.
Established Reputation
Take advantage of the esteemed Lonsec brand while maintaining your distinct identity in the market. This allows you to tap into the credibility and recognition of Lonsec, enhancing your market presence.
Award-Winning Insights
Benefit from Lonsec’s award-winning investment research and high conviction insights.
These invaluable resources can give your business an edge, helping you make informed investment decisions.
Personalised Investment Solutions
Maximise your business potential by leveraging our ground-up customisation capabilities to align with your specific business requirements. This enables you to provide highly personalised investment solutions to your clients, enhancing their satisfaction while streamlining your operations for greater efficiency and increased profitability.
Long-Term Stability
Partnering with Lonsec means being backed by the enduring strength of the Lonsec Group. With a three-decade legacy of profitability and sustainability, we are committed to supporting you for another 30 years and beyond.
Robust Governance and Risk Management
Lonsec stands out with its comprehensive governance and risk management framework. We boast 18 investment committee members, including five independent experts, spread across 5 specialised committees. Our commitment to sound governance practices is your assurance of a secure and well-managed investment environment.