How we help Fund Managers
Our mission is to help build a more robust financial services market by promoting greater transparency and giving financial advisers the information they need to confidently recommend investment products and utilise them appropriately in a portfolio context. By undergoing Lonsec’s review process, a fund manager is committing to a rigorous and objective analysis of their product’s capabilities, enabling financial advisers to better understand how their product works and its ability to meet its stated objectives.
We believe the key to our success lies in our people. Our team of over 40 analysts are able to have deeper conversations with investment teams to understand the key qualitative and quantitative drivers of fund performance, ensuring that all relevant information is made available to advisers through the convenience of our market-leading iRate® platform.