Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine.
Lonsec this year was considered highly regarded among advisers for the quality of its staff, its model portfolio capabilities, value for money, the quality of its consulting services, the depth of its investment product research, and the sophistication of its asset allocation research.
“We’re absolutely delighted to be named Research House of the Year for 2019, and to be voted number one by advisers for the fourth year in a row,” said Lonsec Research Executive Director Libby Newman.
“This is testament to our people, whose commitment to the continual improvement of our research capabilities and the value of our offering has kept us on top.”
The results come as Lonsec launches new enhancements to its iRate platform, which allow users to incorporate ASX shares in their portfolio analysis and comparisons, with individual superannuation investment options to be added in December. This will enable advisers to get the best possible picture of their client’s portfolio, from shares and other listed products to traditional managed funds and superannuation.
“Our ability to provide in-depth investment product research is the most important factor our advisers look for, and we’re happy that they continue to regard us highly in this area,” said Ms Newman.
“We’re also working on delivering the most powerful tools in the market, so you have the best possible view of how your advice delivers value across your client’s portfolio. This is a very exciting time for Lonsec, and we’re grateful to our adviser community for putting their faith in us once again.”
Check out the full results of the Money Management survey.
