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.
Read more about our research insights
Read more about our investment services
Read more about our innovations
Strategic ETF Portfolios
The Australian Exchange Traded Funds (ETF) market is booming and its growth shows little sign of slowing. To help provide clients with solutions to capitalise on this thriving ETF market, Lonsec has constructed an intelligent, low-cost, fully diversified and highly liquid, ETF portfolio strategy.
We offer five portfolios across five risk profiles – from Defensive through to High Growth - investing solely in ETFs, using Lonsec’s SAA framework.
This service is offered through Lonsec Stockbroking or as a subscription.
Investment Income Options for Retirement
It is a known fact that as people transition from the accumulation phase of investment into retirement, their investment objectives also change. Whereas in the accumulation phase the primary objective of most individuals is to maximise wealth for retirement, within the drawdown phase a primary objective for most retirees will be to generate a level of income that will be commensurate with their lifestyle goals. Other objectives may include growing capital, or leaving a bequest for the next generation. At the same time, upon entering the retirement phase of investing individuals are also exposed to new risks, such as longevity risk, while other risks are magnified, notably inflation and market risk.
This article focuses on the income objective in retirement and explores asset classes and investment structures commonly used to generate retirement income, outside of the age pension. The aim of the paper is to assist financial planners in understanding the key advantages and risks associated with each investment, as well as the key characteristics that define each investment type.
Launching Portfolio Tracker
Introducing Portfolio Tracker, Lonsec’s new online investment tool powered by investment technology specialists, Financial Express. This simple to use portfolio performance charting system, allows subscribers to interrogate and track their clients’ managed fund model portfolios mapped against sector averages, with access to quantitative fund information, exit & entry prices, a PDS library and performance data to help advisers to make informed decisions on behalf of their clients.