Lonsec Research

We provide financial product research and investment insights to empower your financial advice. The wealth creation sector is evolving at a rapid pace, with significant growth in the number of financial products being brought to market and a transformation in financial advice delivery.

Our role is to leverage your knowledge and expertise, and to equip you with the tools and insights needed to deliver high quality, tailored financial advice solutions.

Latest initiatives

Empower Your Portfolios with BIOmetrics

Lonsec has launched its new BIOmetrics feature in iRate, going beyond traditional product ratings to enable users to assess and target their exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, BIOmetrics represent the next evolutionary step in financial product research, allowing you to provide personalized investment solutions. Read more

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

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.

ESG Investing

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

Adapting to the New World of Financial Advice

by Gordon Toy
April 12th 2017

Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives.

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