LonSec
HQ Address
Level 21, 200 George Street, Sydney NSW 2000, Australia
Website Address
Business introduction
We are an Australian leading investment research house, providing financial product ratings, market insights and portfolio construction tools to empower the financial advice industry
We provide financial product research and investment insights to empower your financial advice
With over 20 years of experience, the Lonsec Group is one of Australia’s most prominent investment research, ratings and implemented solutions businesses proudly serving financial advisers, fund managers and the superannuation industry. Positioned at the nexus of Australia’s financial advice and investment industry we provide timely, actionable insights that add real value to your 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......
business needs
view solutionInvestment Committee Participation
Gain greater confidence in your investment process with fresh perspectives and the full backing of Lonsec’s investment research....
business needs
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......
business needs
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......
business needs
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......
business needs
view solutionModel Portfolios
Leverage our core managed fund portfolios as well as specialised, objectives-based retirement solutions with a focus on liability matching....
