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 iRate

iRate has been developed for Australia’s financial planners to facilitate their advice planning process. This comprehensive research solution is a web-based application that provides access to key market information and data on managed funds and investments. Subscribers to iRate receive access to Lonsec’s latest… 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.

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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

Volatility rears its Ugly Head: September QO and II released

Events in Greece have sparked increased volatility with the small European Union (EU) member on the verge of defaulting after many years of negotiations with ‘the Troika’ being the EU, International Monetary Fund (IMF) and European Central Bank (ECB). The leftist leaning Greek government seems fed up with austerity measures and is seeking some sort of debt write-down either by agreement or by default. Subscribers can download the documents here

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.

Emerging Markets 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.

Following the release of Lonsec’s 2015 Global Emerging Markets Review, Peter Green, General Manager, Equities talks with sector analysts Thomas Stork and Steve Sweeney about key factors influencing performance as well as touching on some new strategies added to sector coverage.

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 Research Appoints New CEO

by Lonsec
October 29th 2015

Matt Olsen appointed CEO of Lonsec Research

Lonsec Strengthens Portfolio Construction Capabilities for Advisers

by Lonsec
October 6th 2015

Lukasz de Pourbaix appointed CIO of Lonsec Investment Solutions

Lonsec Award Nominees Announced

by Lonsec
September 18th 2015

The Lonsec Award nominees have been announced for 2015.