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

Alternatives Sector Review

Despite recent underperformance, hedge funds and other alternatives are still seen by investors as valuable additions to their portfolios. According Lonsec Research’s recently released Alternatives Sector Review, clients still value the diversification benefit that alternatives provide, reflected in an upward tick in investor interest over the past two years. Read more

Lonsec Radio

Listed Investment Companies (LICs) are nothing new – some are among the oldest companies on the Australian Stock Exchange. But even today, the market’s appreciation for the LIC appears to be growing among retail and professional investors alike. Join Peter Green, General Manager of Equities, as he takes us through the key developments in the LIC sector. Click here to listen

March Investment Outlook Report

Lonsec provides an in-depth analysis of the major economic trends developing over the past month and how they are playing out in the market. Recent equities momentum has reflected the market’s focus on a positive narrative around growth, but there are risks associated with market ebullience, especially in the context of so much uncertainty. Subscribe

Weighing the Fixed Income Sector

Libby Newman, General Manager of Fixed Interest and Multi-Asset, and Jude McDonnell, Senior Analyst, take a look at how bond managers are positioned heading into 2017, while assessing emerging trends in products and markets. While fixed income markets may be signalling the end of the easing cycle, there are a host of factors that investors must take into account.

Transforming the Way We Invest

What is often characterised as a niche sector in the world of managed funds is becoming increasingly powerful as well as popular. Senior Analyst Steve Sweeney explains how growing awareness of environmental, social and governance (ESG) factors are transforming the way we invest.

Global Equities Sector Review

Join Senior Analyst Rui Fernandes as he takes us through the major themes shaping global equities. Brexit has been a defining event for equities markets, but how have fund managers been dealing with the fallout? How is product innovation creating a more transparent environment and what does it mean for the sheltered world of active management? Tune in to LonsecTV to find out.

Recent Activity

Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

by Gordon Toy
November 23rd 2016

The classic challenge for the listed infrastructure sector has always been the lack of a commonly accepted benchmark, but market conditions over the past year have highlighted just how diverse the asset class is.

Lonsec Wins Rating House of the Year 2016

by Lonsec Research
November 21st 2016

Lonsec Research Wins Rating House of the Year 2016

Investors See Alternatives as Key Diversifier

by Gordon Toy
November 2nd 2016

Despite recent underperformance, alternatives are still seen by investors as a valuable addition to their portfolios, particularly in terms of providing diversification benefit, with client interest ticking upwards over the past two years.