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

Lonsec Core Portfolios available on BT Panorama

Lonsec’s managed fund model portfolios are now available to invest in on the BT Panorama platform. The Core Portfolios are managed by the Lonsec Investment Consulting team, which has a long track record in building multi-asset portfolios while also leveraging off Lonsec’s large and experienced managed fund research team. Read More

Lonsec Launches Game Changer Tools

Leading research house Lonsec today launched a new series of financial product ratings tools called BIOmetrics, which will allow financial advisers to better select and manage financial products to suit consumers’ individual investment needs.

Read More

Introducing GBA

Lonsec Retire is excited to announce the launch of its Goals Based Analysis (GBA) tool for financial advisers. By considering your client’s future behavioural, economic and investment factors, GBA helps forecast likely outcomes, giving your client confidence in their current retirement strategy or allowing them to consider remodelling their strategy in case the future’s looking less bright than they anticipated. Read more

The Advice Chain

Lonsec has hosted its inaugural roundtable event in Sydney, bringing together thought leaders from across the industry to discuss and debate the key issues of regulation, professionalism and education. Following FOFA’s recent announcement by Senator Cormann and preceding the expected announcement this week by the Senate Estimates Committee into ASIC, the roundtable came at a critical juncture for future of financial advice. Read More

If it isn't broken, don't fix it... Right?

Not necessarily; it depends on your definition of ‘broken’…The system governing financial product advice for Australians has been subjected to a lengthy and bruising Global Financial Crisis (GFC) post mortem. Government legislated ‘against’ financial planners, the Senate hauled ASIC in for questioning, ASIC reviewed research houses, and financial planners targeted financial product issuers and research houses to take on more responsibility for consumer outcomes.

So surely seven years of reviews, recommendations and legislative changes has led to substantial improvements? In some areas yes, but generally no. Dissatisfaction with the status quo remains high and it’s hard to argue that consumers are now more widely or better advised, more financially literate or better protected, when it comes to using financial products. The system may not be broken, but it still needs fixing…and the answer lies in industry ‘stepping up’ to embrace co-regulation…

Watch Lonsec Fiscal Holdings CEO, Amanda Gillespie, and Lonsec Research’s General Manager of Strategy & Development, Richard Everingham, discuss overall conclusions and next steps within our video series, It’s Time to Co-regulate the Financial Product Advice Chain. In this episode Amanda and Richard discuss what it will take to move from ideas to action in order to create a co-regulatory structure that will drive better investment outcomes for consumers.

The video is available for viewing here

Lonsec Monthly 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, GM 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.

Small Caps Sector Review

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.

Watch our latest video on the Income Sector Review where David Erdonmez, CEO of Lonsec Research, talks with Nick Thomas, Senior investment Analyst about the key drivers of the small cap market over 2014, and the performance of the Lonsec smaller companies peer group.

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.

Recent Activity

Lonsec Launches Unique Fees and ESG Metrics

by Em Brown
June 9th 2015

Lonsec BIOmetrics help financial advisers optimise financial product advice.

Legg Mason named Fund Manager of the Year

by Em Brown
May 22nd 2015

Legg Mason Asset Management Australia has been named the Money Management/Lonsec 2015 Fund Manager of the Year at the 28th Fund Manager of the Year awards.

Lonsec Core Portfolios Available on BT Panorama

by Em Brown
May 14th 2015

Lonsec’s managed fund model portfolios are now available to invest in on the BT Panorama platform.