Investment Consulting

Lonsec Research’s leading team of investment consultants deliver tailored, client-driven insights and analysis for financial advisers, dealer groups and superannuation funds. Lonsec Investment Consulting’s services include core managed fund model portfolios, strategic asset allocation advice and a range of historical asset class and benchmark data.

Click here to find out more about Lonsec Investment Consulting. Or speak to our Client Services team on 03 9623 6300.

Model portfolios

Lonsec Research’s Core Portfolios reflect the fundamental belief that a diversified approach to portfolio construction, with a strong focus on risk, is critical to achieving portfolio objectives. Core Portfolios are managed by Lonsec Investment Consulting, with a long track record of providing bespoke asset allocation and portfolio construction solutions.

SAA review

Lonsec Investment Consulting provides a comprehensive review of your client’s strategic asset allocation, ensuring that their asset class mix is optimised according to their investment goals and risk and return preferences. SAA advice draws on the experience and resources of the Lonsec Investment Committee, which is made up sector experts from across the Lonsec Group.

Investment Outlook Report

The Investment Outlook Report reflects Lonsec Investment Consulting’s latest views on markets and the economy, as well as providing tactical asset allocation guidance against Lonsec’s strategic asset allocation framework. The report provides economic and currency analysis, forecasts, tactical asset allocation and relative valuation analysis.