Tailored portfolios

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 bespoke portfolio tailored to your requirements.

Easily implemented bespoke portfolios

Personalised portfolio management

Utilise our manager selection expertise and investment committee views.

Utilise Lonsec’s award-winning research

Partner with us to create diversified, high-quality investment solutions based on our extensive managed funds research.

Leverage our high conviction insights

Utilise our forward-looking insights based on 20+ years of building bespoke portfolios.

How we partner with you to build your bespoke portfolio 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.

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