Investment consulting

Lonsec’s investment consultants leverage the depth and breadth of our qualitative investment product research to help you develop investment products that meet the needs of your target investors.

We partner with you to put in place the right structures and processes to support your product’s investment objectives, and help you develop your marketing strategy to highlight the key benefits to financial advisers and dealer groups.

Capability reviews

Our investment consulting team provides a financial product due diligence service to fund managers covering all asset classes and following Lonsec’s managed fund research process. Our capability reviews assess whether your investment product has the necessary corporate structures, people, processes and risk management structures in place to execute your stated investment strategy. Capability reviews may also be one-off in nature or conducted on an annual basis depending on your requirements. Capability reviews are not published and are conducted for the sole use of the financial product provider and can be tailored to your needs.

Market strategy reports

Our investment product market strategy reports help you position your product in the market by aligning it to the right audiences and establishing a clear fit for the product within portfolios and Approved Product Lists (APLs).

Lonsec will help to identify the key benefits of your product and how these can best be highlighted to financial advisers and dealer groups from a sales and marketing perspective, while advising on appropriate structures and processes that advisers look for when including products in their own recommended lists. All of this is conducted within the context of similar competing products in the market and how you can differentiate or strengthen your product’s value proposition.

Want to find out more?

Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.

Call us on 1300 826 395 or email

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.