Fund Manager Resources
Resources
We have consolidated the key documents underpinning our work in one place to make them easy to find.
Top 100 Licensees
Lonsec’s market share amongst the Top 100 Licensees.
Research Process
Outlines the process Lonsec will use to research and rate your product.
Sector Schedule
Details the timeframes and sequencing of Lonsec’s sector reviews.
Sustainability Report & Scoring
Lonsec’s methodology for the Sustainability Report and Score service.
Rating Definitions
States the meaning of the ratings which will be applied to your product.
Key Contacts
Contact details of key individuals at Lonsec (e.g. Managers, Operations & Leadership)
Research Workflow
High level information on the logistics of the review process and what to expect.
General Principles
Provides an overview on how Lonsec may consider a range of factors.
Publication Standards
(Lonsec Research)
Outlines how you may use Lonsec product reports and ratings.
Publication Guidelines
(SuperRatings)
Outlines how you may use SuperRatings product reports and ratings.
Data Survey FAQs
Guidance on common questions relating to the web-based data survey.
Conflicts of Interest Policy
Lonsec’s policy governing conflicts of interest management.
Product Characteristics
Outlines how product characteristics are determined by Lonsec Research for rated products.
Lonsec conducts research on products within asset class sector groupings and the respective Sector Manager (SM) would be glad to provide more information and discuss what you may expect with your product review. You can also think of the SM as your single contact point with Lonsec regarding all product research related matters. Lonsec has a range of specific support functions, and the SM is well positioned to most effectively guide and connect you with those. When it comes to your commercial and contracting needs, your BDM is the best person to discuss these with you.
The above Fund Manager resources are the proprietary property of Lonsec Research Pty Ltd ABN 11 151 658 561. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document or any loss or damage suffered by the reader or any other person as a consequence of relying upon it.
© Lonsec Research Pty Ltd. All rights reserved. You may not reproduce, transmit, disseminate, sell or publish this information without the written consent of Lonsec Research.