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Lonsec Symposium: Portfolio
construction in changing times
7 May I Westin, Sydney

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Investment product research and insights to empower your financial advice

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Leading Super Fund Research now available on iRate

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Research House of the Year
2016, 2017, 2018 (as voted by financial advisers)

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Insights from one of Australia's largest investment product ratings and research teams

We are an Australian leading investment research house, providing financial product ratings, market insights and portfolio construction tools to empower the financial advice industry.

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

With Lonsec Research you can...

Navigate the financial product universe

Match investment solutions with your client’s objectives

Leverage our portfolio construction tools and insights

Did you know?

We review over 1,000 managed fund products across all asset classes

We are rated no.1 by financial advisers for our portfolio tools, asset allocation research, and overall value for money

79 of the top 100 dealer groups subscribe to our ratings and investment research

We are very proud to be voted Research House of the Year 2017 by Money Management’s Rate the Raters survey.Thank you to our financial advisers and fund managers for making us number one. We remain committed to delivering the best research and tools to empower your investment solutions through 2018 and beyond.

- Libby Newman, Executive Director, Lonsec Research

How can we help?


Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax ...


Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with ...


Investors are constantly warned of an impending crisis in financial markets with the resultant damage to asset ...


Emerging market returns have been a cause for concern over recent weeks but by taking a broader perspective, ...


Exchange Traded Funds (ETFs) have become a popular way for investors to gain exposure not only to passive ...


Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role ...


Volatility has died down since the dramatic spike witnessed in February 2018, but a return to near-historic lows ...


In the wake of Facebook’s plummeting share price, there has been much talk of the so-called FAANG shares and ...


Investors sticking to the traditionally high quality, conservative part of global bond markets may be surprised ...


Don’t bother calling your broker when the World Cup is on the TV. Analysis of share volumes shows there is a ...


Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with ...


Australia’s small cap shares have continued their extraordinary run of outperformance, returning 4.1% over the ...

19 Dec 2018 - It is easy to see why the unconstrained approach is so appealing to investors. By taking a ‘benchmark agnostic’ ...

Unconstrained bonds and hidden risks

6 Dec 2018 - This year has been challenging for fixed income investors across all sectors, but the extraordinary developments ...

Crunch time for emerging market debt

12 Nov 2018 - For the third year in a row, Lonsec has been announced as the Research House of the Year according to Money ...

Lonsec WINS Research House of the Year 2018

1 Nov 2018 - The SuperRatings and Lonsec Day of Confrontation 2018 may be over, but the conversation hasn’t finished. ...

Day of Confrontation 2018: Media highlights

1 Nov 2018 - Congratulations to all of the award winners & finalists from this year’s SuperRatings and Lonsec Fund of the ...

Lonsec award winners confirmed!

15 Oct 2018 - Don’t miss the premier awards night for superannuation and wealth management industries The 16th Annual ...

Award nominees are in!

4 Sep 2018 - Thank you for joining in the conversation Thank you for attending this year’s Retirement Symposium and ...

Thank you for attending the Lonsec Retirement Symposium

16 Aug 2018 - Originally published by Investor Strategy News, 12 August 2018 There’s a whole industry that has developed ...

Footy legend Brendon Gale’s lessons in leadership for super funds

12 Jul 2018 - What can fund managers learn from the most successful World Cup teams? For every on-field win, there is a lot ...

How to build a World Cup winning investment team

Upcoming Events

Lonsec Retire partner event – Robeco (lunch included)


Friday 15 March (Melbourne)
Friday 22 March (Sydney)


Lonsec Office
L 7, 90 Collins Street, Melbourne

Lonsec Office
L 21, 200 George Street, Sydney


12.00pm - 2.00pm

More Information:

Join us for a boardroom lunch with our valued Lonsec Retire partner Robeco to discuss how low-volatility stocks can enhance portfolio performance.

View event View full events calendar
Upcoming Events

Lonsec Symposium – Registrations open!


Tuesday 07 May


The Westin

More Information:

Portfolio construction in changing times!

A perfect storm of issues are coming together to reset the environment for the structure of investment portfolios. More information to be announced soon.

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Our Services

Financial product ratings and research

Access over 1100 managed fund product reviews and ratings

Use product filters to find the best investment solutions

Enhance your decision making while focusing on business development

Super fund research

Research covering 600 superannuation products across over 300 fund characteristics

Fund Snapshots available for 6,000 + investment Options covering MySuper, Member Choice and Pension

Comparison tool to effectively compare products on key metrics

ASX 200 share research

Get full research and ratings across all ASX 200 shares

Receive the latest corporate action and Initial Public Offering (IPO) announcements

Leverage Lonsec’s sector insights and share selection expertise

Portfolio construction tools

Search and export data on over 10,000 financial products

Construct, model and compare client portfolios

Demonstrate the value of your advice with customisable reports and metrics

Navigate the product universe with iRate

iRate is our market leading research platform, giving you access to our full range of financial product research and tools. Combining cutting edge technology with an intuitive user experience, iRate delivers all your investment needs in a single platform.

Managed Fund Research

  • Fund Reviews, ratings and announcements and daily commentary
  • Export quantitative data on 10,00 + funds
  • Access manager selection expertise across a range of risk profiles

Selection of product filters to determine the most suitable investments

Receive market leading research and investment insights

Listed Equities Research

  • Research covering all ASX 200 shares and listed securities
  • Corporate action and IPO research
  • Shares identified as growth or income generating
  • Specialist research and analysis of ASX listed income securities (hybrids)
  • Coverage of ETF’s, SMA’s and mFunds

Advanced iRate package offering portfolio construction and quantitative analysis tools

Clearly demonstrate the value of advice through customisable reports and metrics

Super Fund Research

  • Research covering 600 superannuation products across over 300 fund characteristics
  • Fund Snapshots available for 6,000 + investment Options covering MySuper, Member Choice and Pension
  • Comparison tool to effectively compare products on key metrics

Selection of filters to determine the most suitable super fund option

Access super fund expertise from the SuperRatings team






Portfolio Management Tools

  • Construct, model and compare client portfolios
  • Track time-series portfolio changes
  • Compare upto five different portfolios using 16 metrics
  • Generate customisable portfolio and market reports covering any period

Invest your abilities while focusing on business development

Clearly demonstrate value of advice and best interest through the portfolio modelling capabilities