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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

12.09.2019

With an increasing focus in the market on how we are all building our client portfolios, it is incredibly ...

29.08.2019

One of the continual challenges in running an investment committee is ensuring that it operates effectively and ...

27.08.2019

Who has a seat on your investment committee? Lonsec has been working with financial advice firms for over 20 ...

27.08.2019

It’s a challenging time for asset allocators in the current environment, which has seen asset prices and market ...

29.07.2019

The ECB’s announcement of further rate cuts was the last thing Europe’s banking sector wanted to hear. Since the ...

27.06.2019

It’s been an eventful month for markets. The Coalition’s Federal election win, the RBA’s rate cuts and a ...

21.06.2019

The possibility of the RBA undertaking a quantitative easing program could have major ramifications for ...

23.05.2019

When you ask clients how they think about risk in retirement, you are unlikely to get a textbook response. ...

27.03.2019

In recent years valuations across most asset classes have been sitting in the expensive range. Strong tailwinds ...

24.03.2019

Over the past few months Lonsec has seen a noticeable increase in the number of fund managers seeking to bring ...

06.03.2019

February was another positive month for equity markets as they continued their upward trajectory, boosted by the ...

28.02.2019

Is the world a more uncertain place today than it was yesterday? And if so, how much more uncertain is it? If ...

27 Mar 2019 - In recent years valuations across most asset classes have been sitting in the expensive range. Strong tailwinds ...

Are pockets of value appearing in the market?

24 Mar 2019 - Over the past few months Lonsec has seen a noticeable increase in the number of fund managers seeking to bring ...

Alternative assets saved us during the GFC—can they save us now?

6 Mar 2019 - February was another positive month for equity markets as they continued their upward trajectory, boosted by the ...

Importance of diversification in times of uncertainty

6 Feb 2019 - Vertical integration in the advice sector has been a point of discussion within the financial services industry ...

Managed accounts can’t fly under the regulatory radar

Upcoming Events

SuperRatings Fund of the Year Awards Dinner

When:

Wednesday 30 October

Where:

Grand Hyatt
123 Collins Street, Melbourne VIC 3000

Time:

7.00pm

More Information:

The 17th Annual SuperRatings Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and wealth management industries.
For more information, please visit: www.superevents.com.au

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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