Lonsec Retire

We partner with global fund managers to bring you the latest innovations and insights in retirement planning.

Industry Retirement Insights

The Industry Panel brings together insights from thought leaders who specialise in retirement strategies and advice.

Lonsec Retirement Perspectives

Our strategic insights into the specific issues surrounding the offering of financial advice for retirees.

The Lonsec Retire Program

As investors move from the accumulation phase into retirement, what they require and expect from their investments changes significantly. Lonsec’s Retire program helps advisers understand these issues, how they impact the structure of portfolios, and how different investment products can support different objectives.

Now in its ninth year, the program continues to grow and now includes insights from leading investment managers and other industry participants that make up our thousands of clients.

Retirement Insights

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Managers in Focus - Fixed Income

Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video,…
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Why growing $ income matters

Capital growth and dividends each play an important role in delivering growth in dollar income over time. Capital is what income grows off, along with providing duration to the retirement funding pool well into the future, countering longevity…
/ by DNR Capital
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Equity income investing – A lesson from traditional income assets

Equities have traditionally been referred to as a ‘growth’ asset class, but are increasingly being considered for their income characteristics. This follows many years of yield compression across traditional income asset classes, to levels…
/ by First Sentier

Events

Lonsec Fund Managers Corporate Update
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Lonsec Retire Webinar - Rising Interest Rates: Understanding the Risk for Retirement Portfolios

RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome…
/ by Lonsec
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Lonsec Symposium 2022 - A WHOLE NEW WORLD

RECORDING IS NOW AVAILABLE Crypto, geo-political instability, post-pandemic recovery, advice evolution and more. With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises, and crypto…
/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire: Achieving income targets with a diversified portfolio

With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Recording is now available. Join us for our third webinar in the series on generating income for retirement portfolios to…
/ by Lonsec
Lonsec Crypto Asset Webinar
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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…
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
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Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN 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…
/ by Lonsec
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Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

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 way to structure…
/ by Lonsec
Lonsec Sustainability
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Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING 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 engagement…
/ by Lonsec
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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…
/ by Lonsec
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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…
/ by Lonsec

Partners

The Lonsec Retire program brings together thought leadership content from a selection of industry leading product and service providers. It offers financial advisers strategies and ideas to help provide better retirement portfolio solutions for their clients.

 

Partner with us

Our Retire Partners are able to share their global insights directly with Lonsec’s financial adviser community through regular articles and events.

Find out how you can partner with us.

Call us on 1300 826 395 or email info@lonsec.com.au.

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.