Lonsec Research

We provide financial product research and investment insights to empower your financial advice. The wealth creation sector is evolving at a rapid pace, with significant growth in the number of financial products being brought to market and a transformation in financial advice delivery.

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


Latest initiatives

Empower your portfolios with BIOmetrics

Lonsec has launched its new BIOmetrics feature in iRate, going beyond traditional product ratings to enable users to assess and target their exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, BIOmetrics represent the next evolutionary step in financial product research, allowing you to provide personalized investment solutions. Read more

Lonsec Pulse

The key to success is more than just finding the right investment solution. It is about connecting with the right people and ideas. That’s why we’ve created Lonsec Pulse, a new initiative dedicated to financial advisers that gives you direct access to the investing ideas and industry insights of Lonsec’s subscriber community. Start the conversation

Lonsec Radio

Listed Investment Companies (LICs) are nothing new – some are among the oldest companies on the Australian Stock Exchange. But even today, the market’s appreciation for the LIC appears to be growing among retail and professional investors alike. Join Peter Green, General Manager of Equities, as he takes us through the key developments in the LIC sector. Click here to listen

IOR May 2017

May Investment Outlook Report

Volatility remains low and equity markets have performed well, however investors should be wary about not being lulled into a false sense of security. While economic indicators are generally favourable, there has been a moderation in inflation as well as a slowing in economic growth during Q1 – including in the US and China. Subscribe


Weighing the Fixed Income Sector


Libby Newman, General Manager of Fixed Interest and Multi-Asset, and Jude McDonnell, Senior Analyst, take a look at how bond managers are positioned heading into 2017, while assessing emerging trends in products and markets. While fixed income markets may be signalling the end of the easing cycle, there are a host of factors that investors must take into account.


ESG Investing


What is often characterised as a niche sector in the world of managed funds is becoming increasingly powerful as well as popular. Senior Analyst Steve Sweeney explains how growing awareness of environmental, social and governance (ESG) factors are transforming the way we invest.


Global Equities Sector Review


Join Senior Analyst Rui Fernandes as he takes us through the major themes shaping global equities. Brexit has been a defining event for equities markets, but how have fund managers been dealing with the fallout? How is product innovation creating a more transparent environment and what does it mean for the sheltered world of active management?

Recent Activity

Closet Indexers Beware

Date August 30th 2016
Author Lonsec Research
Category News

With the rise of smart beta and cheap factor exposure, investors are beginning to question the value of high-cost active funds, especially those with low levels of ‘activeness’. And they aren’t the only ones. Regulators are also taking a keen interest in how active funds sell themselves, in an attempt to combat the phenomenon known as ‘closet indexing’.

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Investors Pass Up A-REITs Despite Outperformance

Date August 24th 2016
Author Gordon Toy
Category News

Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares.

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Where's Our Plan B?

Date August 18th 2016
Author Lonsec
Category News

The Honourable Bob Carr has been announced as keynote speaker for this year's Day of Confrontation

more