Going beyond

We combine profound business intelligence with investment expertise that adds real value to the decisions made by Australia’s financial professionals, always with the prosperity of investors in mind.

Beyond the data, beyond mere numbers, Lonsec has played its role in the dynamic wealth creation sector for over 20 years, offering precise insights that trigger action and investment strategies that drive others forward.

We do this by making the complex clear and by connecting people to the best tools, technology and investment information possible.

Latest initiatives


Strategic Multi-Asset Indices

Lonsec Research has made its new Strategic Multi-Asset Indices available through iRate, providing a more effective and transparent way for users to benchmark multi-asset fund performance. Based on Lonsec Investment Consulting’s own Strategic Asset Allocation weights, the new indices provide a practical and intuitive approach to multi-asset performance benchmarking. Read More



iRate offers new approach to Equities Research

Lonsec has launched an innovative Equities Research offering, available through the iRate platform, which provides advisers with targeted investment insights and direct access to analysts. Research is conducted by Lonsec’s equities and model portfolio team, providing retail focused research across the ASX 200 index. For more information, please contact Client Services on 03 9623 6300. Read More



Lonsec Radio

Volatility is down since the start of 2016, but will it be all plain sailing for investors? Join Lukasz de Pourbaix, Chief Investment Officer at Lonsec Investment Solutions, as he discusses the key risks facing markets and how managers are dealing with them. What are the most effective strategies for dealing with downside risk? Tune in to find out. Click here to listen



Political uncertainty on the rise: September QO and ii out now

Market news has been dominated by Brexit and what it means for the global economy. While the immediate reaction from share markets was short-lived, investors will continue to be plagued by economic and political uncertainty, with the well-worn themes of volatility and low returns likely to feature over the coming quarter. Read more



Better performance benchmarking


Lonsec Research has made its new Strategic Multi-Asset Indices available through iRate. Stewart Gault, General Manager of Research Analytics, joins Lonsec TV to discuss how the indices will enable users to conduct more meaningful performance benchmarking, while shedding light on the work of the research analytics team in supporting our analysts and consultants in the field.

Sector Reviews wrap up a year of incisive analysis, opinion and insight. Participating fund managers’ capabilities are assessed. Their particular strengths and weaknesses are identified, and we interpret how these relate to their ability to add value to their investment products. Sector themes and trends are highlighted. Products within the peer group are compared. Throughout the year our analysts tirelessly dig deep, interrogate and understand. Their findings are in our Sector Reviews, adding real value to our subscribers’ advice.


June Market Update


A five minute monthly market update covering global and domestic economic outlook, a market wrap and the key risks to look out for. Presented by Bill Keenan, General Manager of Direct Equities Research.

The full presentation is available to Lonsec research subscribers in the Quicklinks panel. To enquire about subscribing, please call Lonsec Client Services on (03) 9623 6300.


Spotlight on ETFs


Following the release of Lonsec’s April ETF Journal, Michael Elsworth, General Manager of Specialised Research, delves into the latest ETF developments, looking at the major players, new product innovations, and the different ways in which ETF managers are dealing with volatility.

Sector Reviews wrap up a year of incisive analysis, opinion and insight. Participating fund managers’ capabilities are assessed. Their particular strengths and weaknesses are identified, and we interpret how these relate to their ability to add value to their investment products. Sector themes and trends are highlighted. Products within the peer group are compared. Throughout the year our analysts tirelessly dig deep, interrogate and understand. Their findings are in our Sector Reviews, adding real value to our subscribers’ advice.

Recent Activity

What Happens if I Live Too Long?

by Gordon Toy
July 6th 2016
News

Often the question that weighs most on older Australians is, ‘what happens if I outlive my money?’ The risk of living too long can be a serious one, and with volatility returning to markets in the wake of the UK’s Brexit referendum, this fear is likely to again be at the forefront of investors’ minds.

Fund Manager of the Year 2016 Announced

by Gordon Toy
May 27th 2016
News

Macquarie Investment Management has been named as the 2016 Fund Manager of the Year at the 29th Fund Manager of the Year awards, hosted by Money Management and Lonsec Research.

The Next Wave of ETF Investing

by Lonsec Research
May 19th 2016
News

With the advantages of ETFs now firmly planted in the minds of investors, Australia’s ETF sector is entering the next phase of development. Competition between funds and the variety of product offerings available reflect a market that is already highly dynamic. But the biggest developments may yet lie ahead.