Experts in investment research, consulting and managed accounts

For information tailored to you, let us know who you are

I am a…

Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Continue

Fund Manager

Fund managers with new or existing products for the Australian market

Continue

Super Fund

Retail, not-for-profit and corporate superannuation funds

Continue

DIY Investor

Self-directed investors
and SMSF trustees

Continue

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio 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

Q4 2021 Market Overview Positioning Update

Inflation continues to dominate the discussion. Most of us agree that interest rates will go up at some point from their record lows. The question is by how much and when.  Chief Investment Officer, Lukasz de Pourbaix, provides an update on…
Read more
/ by Lukasz de Pourbaix

Insights from our CIO - Some things to consider in the year ahead

As this is our final newsletter for 2021, I’d like to take the opportunity the wish you all a relaxing festive season and all the best for 2022. On behalf of the Lonsec, I would like to thank you for your support and for entrusting us with…
Read more
/ by Lukasz de Pourbaix

Media Release: Despite strong equity markets, the challenge for retirees is clear

Analysis by SuperRatings has shown that paying attention to how your superannuation is invested pays dividends. SuperRatings has tracked the returns of the most common super options over the past 10 years with the results displayed in the chart…
Read more
/ by Kirby Rappell

The Ins and Outs of Private Debt

What is Private Debt? Private debt, similar to public debt is an advance of money to a borrower with obligations to make interest payments on the amount borrowed (principal) and repay the principal at a predetermined maturity (typically 3-5…
Read more
/ by James Kirk

Media Release: Top KiwiSaver Schemes for 2022

SuperRatings is excited to announce its top-rated KiwiSaver schemes for 2022. The market continues to be extremely competitive, with fees and performance being key drivers of changes in ratings outcomes over the year. Eight providers were awarded…
Read more
/ by Kirby Rappell
, ,

Manager in Focus - Australian Equities

Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community. In this first Manager in…
Read more
/ by Peter Green

The growth of General Partner led secondaries

Secondary investments refer to the buying and selling of an investors interest and unfunded commitments in pre-existing private equity funds. Given the absence of an established trading market, the transfer of interests in private-equity funds…
Read more
/ by James Kirk

The evolution of trend following strategies - all roads lead to non-traditional markets

Trend following strategies have undergone notable evolution in their programmes over time. We discussed these changes, the motivation driving them, and their overall programme impacts in our 2019 Alternatives Sector Review. Market expansion,…
Read more
/ by Clinton Alexander
,

Media release: Lonsec Sustainable Managed Portfolios now available on BT Panorama

Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal…
Read more
/ by Rob Hardy
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

Lonsec Crypto Asset Webinar
, ,

Crypto Asset: where to for advice?

Lonsec Webinar Series - Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments…
Read more
/ by Lonsec
,

UNPACKING THE ‘S’ IN ESG

Lonsec Sustainability Webinar - Unpacking the 'S' in ESG As ESG investing becomes more mainstream, Advisers and their clients have built a good understanding of Environmental and Governance risks but the ‘S’ – Social – in ESG…
Read more
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
, ,

Lonsec and SuperRatings Fund of the Year Awards 2021

VIEW RECORDING Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and operating…
Read more
/ by Lonsec
, ,

Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

VIEW RECORDING With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best…
Read more
/ by Lonsec
Lonsec Sustainability
, ,

Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING Overview As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through…
Read more
/ by Lonsec
, ,

Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
Read more
/ by Lonsec
, ,

Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
Read more
/ by Lonsec
, ,

Lonsec and Pendal Retire Event - Equities, Impact and ESG

This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment…
Read more
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
, ,

View Recording: Lonsec Symposium 2021

Thank you to those of you who joined Lonsec Symposium. We hope you found the sessions useful and informative, and we would love to hear your feedback on the event. For those of you who were unable to attend or tune-in live, we have made the…
Read more
/ by Lonsec
Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2021 Lonsec Group All Rights Reserved

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.