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

Day of Confrontation 2017

Day of Confrontation 2017

We’re excited to be hearing from our keynote speaker the Hon Peter Costello AC, we are proud to be joined by Helen Rowell, Deputy Chair of APRA, as one of our panellists. You will also hear from a number of industry leaders as well as our own experts, who will draw on SuperRatings’ wealth of data to show you how super funds can best position themselves for growth. To view the event agenda, click here

The Day of Confrontation is proudly supported by TAL & La Trobe Financial.

Fund of the Year Awards Dinner 2017

Please join us at the 15th Annual SuperRatings & Lonsec Fund of the Year Awards Dinner, the must-attend black tie gala event for the superannuation and wealth management industries – and the prestigious conclusion to the SuperRatings and Lonsec Day of Confrontation. Read more

The SuperRatings and Lonsec Fund of the Year Awards Dinner 2017, would not be possible without our valued principal sponsor BT Investment Management and our supporting sponsor Link Group.

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

September Investment Outlook Report

Central banks play a starring role in the September edition of the Investment Outlook Report, with the US Fed announcing the start of its balance sheet normalisation program. We continue to monitor the trajectory of economic indicators and importantly the strength of company earnings, and have remained cautious in our asset allocation positioning. 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

Adapting to the New World of Financial Advice

Date April 12th 2017
Author Gordon Toy
Category News

Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives.


Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

Date November 23rd 2016
Author Gordon Toy
Category News

The classic challenge for the listed infrastructure sector has always been the lack of a commonly accepted benchmark, but market conditions over the past year have highlighted just how diverse the asset class is.


Lonsec Wins Rating House of the Year 2016

Date November 21st 2016
Author Lonsec Research
Category News

Lonsec Research Wins Rating House of the Year 2016