Trial our research

Try iRate
for 2-weeks. Free.

For a limited time, as a financial services professional, access our marketing leading online platform. Simply enter your details below

Learn More

Investment product research and insights to empower your financial advice

Learn more
Scroll down

Insights from Australia's largest investment product ratings and research team

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.

- Matt Olsen, Chief Executive Officer, Lonsec Research

How can we help?


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


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


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


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

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

5 Dec 2017 - We are very proud to be voted Research House of the Year 2017 by Money Management’s Rate the Raters survey. ...

Voted No. 1 LONSEC WINS 2017 Research House of the Year

8 Nov 2017 - The Phillips Curve has undergone a number of deaths in its lifetime, but for dual mandate central banks, it may ...

The RBA’s duelling mandates

23 Jun 2017 - Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry ...

Bringing together the greatest minds in retirement

Sector spotlight: resources

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

Watch now

Stock spotlight: REA Group

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

Watch now

Overcoming Investment Biases

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

Watch now
Upcoming Events

Lonsec Adviser Roadshow 2018


Wednesday 09 May (Melbourne)
Thursday 10 May (Sydney)


25 Collins St, Melbourne VIC 3000

117 Macquarie St, Sydney NSW 2000


2pm - 5pm

View full events calendar
Upcoming Events

Lonsec Retirement Symposium 2018


Tuesday 21 August (Sydney)
Thursday 23 August (Melbourne)


Sheraton Hotel
27 Little Collins St, Melbourne VIC 3000

Doltone House
3/181 Elizabeth St, Sydney NSW 2000


2pm - 5pm

View full events calendar
Upcoming Events

SuperRatings & Lonsec Day of Confrontation 2018


Tuesday 30 October


Grand Hyatt, 123 Collins Street, Melbourne VIC 3000


1.30pm -5.30pm

View full events calendar
Upcoming Events

SuperRatings & Lonsec Fund of the Year Awards Dinner 2018


Tuesday 30 October


Grand Hyatt, 123 Collins Street, Melbourne VIC 3000


7pm - 11pm

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