What's New, What's Different

Design & Distribution Obligations (DDO)

• ★ DDO - what is Lonsec offering: all you need to know

Top 10 holdings for products

• ★ Top 10 Holdings - all you need to know

New Search functions

• ★ Access data for ALL investment products in ALL PRODUCTS SEARCH
• ★ New Search filter: Portfolio Exclusions
• ★ New Search filter: Performance
• ★ New Search fiilter: Fee
• ★ New Search Filter: Fund Size
• ★ FAQ: Portfolio Exclusions search filter

Portfolio Construction

• ★ Super Funds in Portfolio Construction & Quantitative Analysis
• Equities and Listed Income in Portfolio Construction & Quantitative Analysis
• Create & edit Asset Class Categories

Navigation

• Fund Research - Search across asset classes and sectors

User Customisation Tools

• Rating alerts for your saved products on your Dashboard
• Product Research Libraries - custom data points
• Managed Funds - Schedule regular Custom Reports
• Portfolio Client Reports - select the charts to include

Managed Funds Research Library

Getting Started

• Managed Funds Research Features
• Managed Funds Research - Quick Start
• Managed Funds Research & the Workbench

Managed Funds Search

• Search Options
• Understanding the various filtering options to use in your search criteria
• Selecting and viewing your search results
• Importing APLs / Searching using APIR codes
• Creating a Product Group
• Viewing fund data and reports with the Report Tabs

See all 10 articles

Managed Funds Fees - FAQ

• What is an ICR?
• What is an MER?
• What is the difference between an ICR and MER?
• Why would some funds quote an ICR and others an MER?
• How do we quote performance in iRate and what fees are inclusive/exclusive of this?

Listed Research Library - Equities

Getting Started

• Equities Research - an Overview
• Equity Search - Quick Start
• Equities Features
• Lonsec reports

Lonsec Equity Research

• Search Options
• Selecting And Viewing Your Search Results
• Understanding The Filtering Options To Use In Your Search Criteria
• Creating a Product Group
• Managing your Product groups/watchlists

Using Equities in the Portfolio Construction Tool

• Using Equities in Portfolios
• Building an Equities only Portfolio
• Equities & Managed Funds in a Portfolio

Listed Research Library - Listed Income

Getting Started

• Listed Income Features
• Listed Income Search - Quick Start

Listed Income details

• Search options
• Understanding the filtering options to use in your search criteria
• Selecting And Viewing Your Search Results
• Viewing the Listed Income Charts

Frequently Asked Questions

• 1. How often is the data updated?
• 2. What are the ratings for Listed Income?
• 3. What are risk assessment categories?
• 4. What are the risk rating categories?

Superannuation Research Library - Super Fund Research

Super Fund Research

• ★ Overview - Super Fund Research
• Search Options
• Selecting and Viewing your Search Results
• Viewing Fund Data And Reports With The Report Tabs
• Creating a Comparison Report

Super Fund Comparison

• Setting up your Comparison
• Viewing the Comparison Results

Super Fund Net Benefit Tool

• ★ Net Benefit Methodology & Assumptions
• ★ The Net Benefit Comparison charts explained
• ★ FAQs on Net Benefit Comparison Tool
• ★ How to use the Net Benefit Comparison Tool
• ★ Super Fund Net Benefit Comparison Tool

Frequently Asked Questions

• What is your ratings methodology?
• How do you monitor super funds and their ratings?
• How are ratings assigned?
• How frequently is the data updated?
• Is performance quoted gross or net of fees?
• How are fees calculated?

See all 7 articles

Portfolio Construction

Getting Started

• Key Portfolio Construction Features
• Portfolio Construction - Quick Start
• Create a portfolio
• Load a portfolio
• Saving and duplicating portfolios
• Delete a portfolio

Creating & Managing Portfolios

• ★ Create & edit Asset Class Categories
• ★ Time-Series portfolio
• ★ Portfolio Reports
• Creating a Portfolio - using the Settings panel
• Portfolio Details tab
• Bulk Import portfolio into iRate

See all 10 articles

Portfolio Comparison

• Portfolio Comparison
• Portfolio Comparison - selecting charts
• Portfolio Comparison Report - adding your commentary

Additional tools

• Risk Profiler

Quantitative Analysis

Getting Started

• Key Quantitative Analysis Features
• Quantitative Analysis - Quick Start
• Adding Products
• Deleting & De-selecting Products
• Settings
• Exporting Data and Charts

See all 8 articles

Quantitative Analysis Tool and Portfolio Management

• Create / update portfolios using the Quantitative Analysis tool
• Modifying Weights & Rebalancing

Quant Charts Explained

• Alpha
• Asset Allocation
• Consistency
• Correlation
• Drawdown Analysis
• Excess Returns

See all 23 articles

Lonsec Managed Accounts in iRate

Portfolio Construction

• Including a Lonsec Managed Account in a portfolio

Adviser Portal

• Viewing the portfolios
• Accessing Reports
• Co-branding the portfolio reports

Site-wide Tools

Product Groups

• Product Groups - overview
• Creating a Product Group
• Managing your Product Groups
• Using your product groups
• Product Groups and My Email & News Alerts
• Product Groups and the Workbench

My Custom Product

• ★ Custom Product - Overview
• Key My Custom Product Features
• Creating a Custom Product - Overview
• Creating a Term Deposit/Cash product
• Creating a Custom Fund
• Creating a Custom Benchmark

See all 10 articles

Workbench

• Workbench
• Workbench - Overview

Email rating notifications

• Email & News Alerts

Frequently Asked Questions & Tips

FAQ

• ★ Buy/Sell Differential - How it's calculated
• ★ Where do I find ETF's?
• Are the fees, MER, ICR, buy/sell differential considerate of the different platforms?
• What is the difference between NR, TR, GR & PR for indices?
• How do I remove the platform funds from my search results?
• Where do I find mFunds?

See all 18 articles

Tips

• ★ What benchmark should I use for a portfolio/ multi-asset product?
• Which Investment Benchmark should I use
• Managed Funds Classification Hierarchy