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2018 Retirement Symposium:
Not all income is created equal

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Register now for the 2018
SuperRatings and Lonsec
Fund of the Year Awards Dinner

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Amidst the Royal Commission and Productivity Commission Review, where does Kelly O'Dwyer sit?

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Investment product research and insights to empower your financial advice

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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.

- Lukasz de Pourbaix, Acting CEO, Lonsec Research

How can we help?

12.07.2018

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

05.07.2018

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

29.06.2018

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

20.06.2018

Australian fund managers with a value focused investment strategy are struggling to keep up with the index as ...

05.05.2018

Earnings results in the US have so far been met with the market’s approval, but below the surface there are ...

29.04.2018

Bond yields have been moving higher since the start of 2018, with expectations of future Fed tightening and a ...

19.04.2018

Wesfarmers (ASX: WES) surprised the market in March 2018 by announcing its intention to demerge the Coles ...

05.03.2018

Money managers and commercial traders are increasing their net long positions in crude oil futures, effectively ...

26.02.2018

Australia’s top companies are more than halfway through reporting season, and so far those exceeding ...

18.12.2017

With a steady pipeline of new products and innovations reaching the market, we sat down with our fixed income ...

10.10.2017

Lonsec Research has partnered with Synchron to provide investment research and consulting services to ...

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

3 Jul 2018 - India has been a high performing component of the emerging market and Asian indices over the past five years, ...

Indian summer for emerging market investors

29 May 2018 - Chris Schroder, Head of Sales at Lonsec Research, provides a brief rundown of the recent Lonsec Financial ...

Roadshow Recap

29 May 2018 - China’s shadow over the Asian and Emerging Market universe is set to lengthen, albeit modestly, with the ...

Chinese A-shares get the green light for inclusion in MSCI indices

11 May 2018 - With the Federal Budget for 2018-19 handed down, Lonsec takes a look at some time-honoured truths of government ...

Governments are poor forecasters

23 Apr 2018 - Gordon Toy reviews Nassim Taleb’s latest book Skin in the Game: Hidden Asymmetries in Daily Life Chances ...

Humility is the best risk manager

18 Apr 2018 - We are pleased to advise that the Lonsec Board has appointed Charlie Haynes as the new Group Chief Executive ...

Lonsec appoints Charlie Haynes as New Chief Executive Officer!

13 Apr 2018 - Recent concerns over privacy and the use of data has led to falls in the price of major tech stocks, and in ...

Are your FANGs exposed?

23 Mar 2018 - We’re excited to announce that due to continued growth across all of our businesses, including Lonsec ...

Our Sydney team has moved!

20 Mar 2018 - Investors are becoming increasingly aware of the diversification benefits associated with having some global ...

To hedge or not to hedge

19 Feb 2018 - As the market fell into a panic in February, those listening carefully may have heard the quiet sighs of relief ...

Markets could do with a dose of volatility

30 Jan 2018 - Why the sudden growing interest in managed accounts? Lukasz de Pourbaix discusses several factors which have ...

Growth in SMAs gains momentum

Roadshow Recap

29 May 2018 - Chris Schroder, Head of Sales at Lonsec Research, provides a brief rundown of the recent Lonsec ...

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Sector spotlight: resources

31 Jan 2018 - Ross Bird takes a look at some of the recent trends from Australia’s resources shares and how ...

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Stock spotlight: REA Group

18 Dec 2017 - Senior Equities Strategist Daniel Moradi discusses why Lonsec has recently added REA Group to ...

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Overcoming Investment Biases

11 Aug 2017 - Stuart Rae from Alliance Bernstein (AB) Global one of our Lonsec Retire Partners talks to the ...

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Upcoming Events

Lonsec Retirement Symposium 2018 – Registrations open

When:

Tuesday 28 August (Melbourne)
Wednesday 29 August (Sydney)

Where:

Melbourne
Sheraton Hotel
27 Little Collins St, Melbourne VIC 3000

Sydney
Doltone House
3/181 Elizabeth St, Sydney NSW 2000

Time:

2pm - 5pm

View event View full events calendar
Upcoming Events

SuperRatings & Lonsec Day of Confrontation 2018 – Registrations open!

When:

Tuesday 30 October

Where:

Melbourne
Grand Hyatt, 123 Collins St, Melbourne VIC 3000

Time:

1.00pm - 5.00pm

View event View full events calendar
Upcoming Events

SuperRatings & Lonsec Fund of the Year Awards Dinner 2018 – Registrations open!

When:

Tuesday 30 October

Where:

Melbourne
Grand Hyatt, 123 Collins St, Melbourne VIC 3000

Time:

7pm - 11pm

View event View full events calendar

Our Services

Financial product ratings and research

Access over 180 managed fund product reviews and ratings

Use product filters to find the best investment solutions

Enhance your decision making while focusing on business development

Investment consulting

Implement tailored, institutional grade model portfolios

Empower your asset allocation framework with high quality data and expertise

Meet the specific investment needs of your clients with our bespoke solutions

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.


iRate Silver Research

  • Fund reviews, ratings announcements and daily market commentary
  • Export quantitative data on 10,000 + funds
  • Access manager selection expertise across a range of risk profile
  • Webinars, educational resources and market update videos

Selection of product filters to determine the most suitable investments

Receive leading market research and investments insight

Invest your abilities while focusing on business development

iRate Gold Tools

  • Full iRate Silver Portfolio
  • Construct, model and compare client portfolios
  • Track time-series portfolio changes
  • Compare up to five different portfolios using up to 16 metrics
  • Generate customisable portfolio and market reports covering any period

Advanced iRate package offering portfolio construction and quantitative analysis tools

Clearly demonstrate the value of advice through customisable reports and metrics

iRate Equities

  • Research covering all ASX 200 shares and listed securities
  • Corporate action and IPO research
  • Shares identified as growth or income generating
  • Bottom-up analysis of key shares
  • Specialist research and analysis of ASX-listed income securities (hybrids)

Optional equities research package offering daily ASX 200 news and insights

Access share selection and portfolio management expertise form Lonsec’s direct equity research team