Winner of all six Research House Categories!

We are delighted to announce that we have taken out all six Research House award categories in the 2023 Adviser Ratings Landscape Report.

These awards, voted on by 2,000 advisers, are testament to our mission to provide our clients with practical, actionable insights that add value to their advice solutions.

Experts in investment research, ratings, consulting and managed accounts

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Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, investment consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

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Media release: Market maintains momentum into 2024

Following an end of year rally in December, super funds have made a good start to 2024 with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.1% in January. The trajectory of inflation…
/ by Kirby Rappell
Photo of active happy seniors on a mountain
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Lonsec Retirement Managed Portfolios - Q4, 2023

Macroeconomic conditions continue to decelerate, consistent with our ongoing thesis that we have entered the end of this cycle. From here, we expect economic growth to moderate and employment conditions to weaken. Inflation should continue to…
/ by Deanne Baker
skyscrapers and city in evening
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Lonsec Multi-Asset Managed Portfolios - Q4, 2023

The Multi-Asset portfolios returned solid absolute returns over the December quarter in the order of 3.9% to 5.2% depending on the risk profile. In a relative sense, while the Conservative and Defensive portfolios outperformed their respective…
/ by Deanne Baker
offshore wind turbines farm on the ocean
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Lonsec Sustainable Managed Portfolios - Q4, 2023

The Sustainable portfolios returned solid absolute returns over the December quarter in the order of 6.4% to 7.8% depending on the risk profile. In a relative sense, all risk profiles comfortably outperformed their respective FE peer group benchmarks,…
/ by Deanne Baker
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Portfolio Perspectives from the CIO Office: February 2024

In this month's edition of Portfolio Pespectives, the key messages for investors are: Lonsec moves into the ’soft landing‘ camp The services economy is the key driver within most major economies and this portion of the global…
/ by Nathan Lim
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Lonsec Listed Managed Portfolios Update – Q4, 2023

After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate hiking cycle is imminent, leading the market to start pricing in potential rate cuts in 2024. From…
/ by Danial Moradi

Media Release: Super funds sail through the storm in 2023

Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a…
/ by Joshua Lowen
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Media release: Super fund returns bounce back in November

Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates…
/ by Kirby Rappell

Unlisted Property Funds – Redemption Status

A number of property funds have recently acted to modify or restrict redemptions in response to sharply rising interest rates that have created heightened uncertainty and impacted net capital flows into all asset classes, including real estate.…
/ by Michael Elsworth

1994

Year Established

3

Corporate Offices

165+

Employees

20+

Nationalities

Events

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Lonsec Symposium 2024 - Prospering in Volatile Times

Discover the keys to helping you and your clients prosper in volatile times at Lonsec Symposium 2024. Lonsec Symposium 2024 brings together industry leaders to help you navigate an ever-changing economic landscape and provide the best solutions…
/ by Lonsec
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Lonsec Webinar Series - Deciding between Term Deposits, Fixed Income and Annuities

Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding…
/ by Lonsec
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Lonsec Managers in Focus - Passive ETFs

The recording is now available. Synopsis The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are…
/ by Lonsec
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Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
/ by Lonsec
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Lonsec Managers in Focus | Unlisted Property

The recording is now available. Synopsis In the wake of central banks rapidly hiking interest rates to combat inflation, listed property markets experienced a spike in volatility and have been heavily sold-off. By contrast, unlisted property…
/ by Lonsec
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Lonsec Sustainability Webinar: New insights on talking ESG with your clients

RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially…
/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
/ by Lonsec
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Lonsec Sustainability Webinar | Green Washing: What is in a name?

RECORDING IS AVAILABLE With ASIC recently issuing new guidance to fund issuers on how to avoid greenwashing, it is now more important than ever to discuss how managers can avoid distorting the environmental, sustainable or ethical credentials…
/ by Lonsec
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Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients' Portfolio?

RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these…
/ by Lonsec

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