LonSec
HQ Address
Level 39, 25 Martin Place, Sydney NSW 2000, Australia
Website Address
Business introduction
Experts in investment research, ratings, consulting and managed accounts
Lonsec provides financial advisers, fund managers and superannuation funds with practical, actionable insights that add real value to their investment and advice solutions
Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, investment consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.
LonSec Solutions
APL construction
Create a high-quality APL based on different investment styles and goals, including retirement-specific APLs for yield, capital growth and risk control objectives....
business needs
view solutionCapability Reviews
Our position at the nexus of Australia’s financial advice and investment industry enables us to provide practical insights that add real value to your investment and advice solutions....
business needs
view solutionDirect Equity Research
What should I buy? Our overall Approved or Not Approved rating allows you to determine which shares should be considered for inclusion in your portfolio. Why should I buy it? Each shares is given an income and growth rating that enables you to determine how the share can be used to get exposure to different investment styles. When should I buy it? The......
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view solutionInvestment Committee Participation
Gain greater confidence in your investment process with fresh perspectives and the full backing of Lonsec’s investment research....
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view solutioniRate
Lonsec’s iRate provides an unparalleled breadth and depth of qualitative research , including managed fund, listed product, super fund and super fund investment option research. Accessible through a single portal, iRate enables an adviser to efficiently build a complete picture of a client’s investment portfolio, to aid understanding and facilitate more informed and insightful......
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view solutionListed Investment Products
Our managed funds research process is adapted to the type of fund structure to ensure all relevant factors are taken into account, including the indexation method (for index funds), transparency, liquidity, governance issues (for LICs) and capacity. Exchange traded funds (ETFs) Research and ratings covering 144 of 162 ETF products listed on......
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view solutionManaged Funds Research
Deep resources We commit to a physical, on-site assessment of the fund’s people and processes, giving you a first-hand view of how the fund operates Rigorious methodology Our Fund Reviews represent an objective assessment of the fund’s ability to meet its stated objectives, allowing you to understand the key factors impacting performance Expansive coverage We......
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view solutionModel Portfolios
Leverage our core managed fund portfolios as well as specialised, objectives-based retirement solutions with a focus on liability matching....
