Innovation and Market Insights

Insights

Market Insights

  • Market analytics and bespoke fund benchmarking.
  • Full business case support for investment and business proposals.
  • Identification of merger opportunities across the wealth management industry.
  • Merged fund analytics, platform assessment and provider due dilligence.

Service provider benchmarking & tender management

  • Full assessment of product designs relative to market innovation.
  • Utilisation of SuperRatings’ close relationships with service providers to facilitate tender process.
  • Management of end-to-end selection of providers.
  • Review of internal frameworks and transition assistance.

Corporate Super Reviews

  • Identifying what is important to companies in a corporate superannuation fund.
  • Market insights including navigating the current regulatory environment and the Royal Commission.
  • Benchmarking existing superannuation provider against available funds in the industry.

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Lonsec Melbourne Level 33, 120 Collins Street, Melbourne VIC 3000
Lonsec Adelaide Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

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. Our business model is not structured to support direct clients who do not have a relationship with a financial adviser. We recommend you obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.

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