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

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.

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

Investors Pass Up A-REITs Despite Outperformance

by Gordon Toy
August 24th 2016
News

Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares.

Where's Our Plan B?

by Lonsec
August 18th 2016
News

The Honourable Bob Carr has been announced as keynote speaker for this year's Day of Confrontation

Next Gen iRate to Power Financial Advice Industry

by Gordon Toy
August 10th 2016
News

Lonsec Research has now launched the next generation of its market-leading iRate platform, providing financial advisers with a powerful array of new tools and capabilities to drive their investment analysis.