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Experts in portfolio construction and managed accounts

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Build and implement quality managed account portfolios

Lonsec Investment Solutions provides financial advisers, dealer groups, and institutions with access to the knowledge and expertise to construct high quality portfolios, with our best ideas encapsulated in a series of Lonsec managed portfolios and SMAs to meet different client needs.

Drawing on Lonsec’s in-depth investment product research, we also offer an end-to-end, tailored investment solution where we can be the model manager for your managed account solution.

Get Managed Account ready

We help your business navigate the complexities of managed accounts

Our highly experienced team will guide you through the key steps towards implementation

We provide ongoing support to help you engage effectively with your clients

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

- Peter Hastie - Stinson Hastie & Co

News & Insights

07.08.2018

In the wake of Facebook’s plummeting share price, there has been much talk of the so-called FAANG shares and ...

5 Oct 2018 - The managed account model is at the centre of a nascent revolution in financial advice. As pressures build on ...

Managed accounts: A perfect solution or a perfect storm?

25 Sep 2018 - Emerging market returns have been a cause for concern over recent weeks but by taking a broader perspective, ...

Emerging markets offer opportunity, if you can sustain the ride

5 Jul 2018 - One of the issues Lonsec has discussed within our investment committee process is the potential rise in market ...

Implementing a dynamic approach to portfolio construction

31 May 2018 - Geopolitical news has been dominated by Korea and recent talks of denuclearisation between the leaders of North ...

Chart of the Month – Inter-Korean Summit a predictor of markets?

26 Apr 2018 - A key benefit attributed to separately managed accounts is the efficiency they bring to financial advice ...

Chart of the Month – Implementation makes a difference

14 Feb 2018 - Lukasz de Pourbaix, Chief Investment Officer at Lonsec Investment Solutions, explains what the current rise in ...

The return of volatility: what you need to know

Upcoming Events

Lonsec Adviser Breakfast

When:

Tuesday 13 November

Where:

Adelaide
Hilton, 233 Victoria Square

Time:

8.30am - 10.30am

View event View full events calendar

Services

Lonsec Managed Portfolios and SMAs

Access a range of managed portfolios and SMAs designed for different client types

Gain exposure to our investment product selection expertise and target the highest-quality managed fund products

Benefit from Lonsec’s extensive research process and established governance framework

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Tailored Managed Account Service

Leverage our portfolio construction expertise to develop your own managed account solutions

Build portfolios that are directly aligned to your requirements

Manage your account portfolios, including switching and rebalancing

Learn more