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

Lonsec Roadshow 2017

Join us for this year’s Roadshow, coming to major cities across Australia. Hear from our experts as they share their high conviction sector insights, asset allocation views, and market insights to help you empower your financial advice and investment solutions. The Roadshow is open to all financial advisers and investment professionals, and is an excellent networking opportunity. Register now

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?

Recent Activity

Lonsec launches personalised advice capability

Date April 26th 2017
Author Money Management
Category News

Lonsec is capitalising on a mismatch between the industry’s focus on investment objectives and the capacity of tools to provide personalised solutions, upgrading its iRate platform with a new solution for tailored advice.

more

Adapting to the New World of Financial Advice

Date April 12th 2017
Author Gordon Toy
Category News

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

more

Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

Date November 23rd 2016
Author Gordon Toy
Category News

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.

more