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



Day of Confrontation 2016

This year’s Day of Confrontation looks beyond pure economics to understand the driving forces of change in a global society. Old business models are being overturned, and consumers are harnessing technology to win more power, choice and economic freedom. But how real is this freedom? How do we explain the growing political discontent around the world? Read More



Lonsec Radio

With investors now in a position to assess the fallout from the Brexit vote with cool heads, the importance of risk management has again come to the fore. How can investors manage risk events like Brexit? What are the implications for individual portfolio construction? Join us with Veronica Klaus, General Manager of Investment Consulting, 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.


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.

Recent Activity

Lonsec Awards 2016 Nominees Announced

by Gordon Toy
September 26th 2016
News

Lonsec has announced the finalists for the Lonsec Awards 2016, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector.

Global Equity Products Surge as Investors Seek Returns Offshore

by Gordon Toy
September 13th 2016
News

Global equity fund managers are bringing more and more new products to the market, as investor demand for global exposure and a range of different strategies continues to grow.

Day of Confrontation 2016

by Lonsec
September 9th 2016
News

This year’s Day of Confrontation looks beyond pure economics to understand the driving forces of change in a global society. Old business models are being overturned, and consumers are harnessing technology to win more power, choice and economic freedom. But how real is this freedom? How do we explain the growing political discontent around the world?