Managed Accounts

Lonsec Research's Managed Portfolio Service is a Managed Discretionary Account (MDA) service that provides your clients with access to our direct investment model portfolios. Combined with Lonsec Research's Portfolio Administration Service (PAS), our managed accounts can provide a fully outsourced solution to you and your client.

Click here to find out more about Lonsec Research's managed account services. Or speak to our Client Services team on 03 9623 6300.

Listed and unlisted Managed Account Portfolios

Lonsec Investment Consulting provides financial advisers with a range of model portfolio solutions, including Managed Account Portfolios, available via key managed account platforms. This provides advisers with access to professional portfolio construction expertise, leveraging off Lonsec Research’s broad research and portfolio construction skills.

White label and tailored Managed Account Portfolios

Lonsec Investment Consulting’s Managed Account Portfolios can be white labelled to allow financial planning groups to create branded portfolio solutions. This allows financial planners to provide tailored client solutions without having to invest in the technology and product infrastructure.

Investment Committee participation

Lonsec Investment Consulting ensures that managed portfolios are subject to strong governance processes, underpinned by the Investment Committee process and formal portfolio risk guidelines. This includes access to Lonsec Investment Solutions’ CIO for dealer group investment committees, harnessing the key insights from the Investment Committee process.