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.
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
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! 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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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
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
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
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
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
Selection of product filters to determine the most suitable investments
Receive market leading research and investment insights
Listed Equities 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
