Lonsec is one of Australia’s leading investment research houses, providing financial product ratings, market insights and portfolio construction tools to empower financial advisers, dealer groups and fund managers.
Our mission is to help you 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.
We are very proud to be voted Research House of the Year three years in a row 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 2019 and beyond.
- Libby Newman, Executive Director, Lonsec Research
Suggested seaches: Research Solutions Consulting Our Ratings Investment Consulting iRate Lonsec Retire
| When: |
Tuesday 07 May |
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| Where: |
The Westin |
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| More Information: | Portfolio construction in changing times! Your last chance to book a seat and join more than 450 others registered for this exciting event... |
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Access in-depth qualitative research across Lonsec’s universe of listed and unlisted investment products.
Build a complete picture of your client’s investment portfolio and match investment products to your clients’ needs.
Aid your client’s understanding of your investment solutions and facilitate more informed and insightful conversations.
Demystify your client’s super with in-depth research based on the most extensive benchmarking survey conducted in the Australian market.
Compare over 600 superannuation products across 300 qualitative and quantitative characteristics.
Create simple yet powerful side-by-side comparisons of funds based on key product information and data.
Leverage Lonsec’s scalable portfolio solutions backed by the depth and breadth of our investment product research.
Develop your own quality managed account solutions by leveraging our experience in portfolio construction and managed account structures.
Focus on your clients’ financial advice experience by using Lonsec as your professional model portfolio manager.
Implement high-quality investment advice and solutions tailored to your business and client needs.
Combine high-conviction insights with Lonsec’s extensive portfolio construction expertise to deliver on your investment objectives.
Gain greater confidence in your investment process, from asset allocation to security selection and governance.
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 funds research
Selection of product filters to determine the most suitable investments
Receive market leading research and investment insights
Equities & listed product research
Advanced iRate package offering portfolio construction and quantitative analysis tools
Clearly demonstrate the value of advice through customisable reports and metrics
Super fund research
Selection of filters to determine the most suitable super fund option
Access super fund expertise from the SuperRatings team
Portfolio management tools
Invest your abilities while focusing on business development
Clearly demonstrate value of advice and best interest through the portfolio modelling capabilities
