Lonsec Governance Solutions

Responding to a clear industry need

Research remains the foundation. Our Governance Solutions build on this.

Adviser & Licensee Investment Governance

Strengthening Approved Product List (APL) frameworks through APL reviews, ongoing regulatory support, committee reporting pack support and APL enhancement

Platform Trustee Governance

Bespoke research services to aid regulatory monitoring, trustee board regulatory reporting, investment option onboarding analysis and committee reporting pack support

CIO Governance Support

Manager selection and investment committee SME support, manager search, bespoke research and investment committee packs

Asset Manager Services

Tailored SMA/MDA benchmarking, fund manager capability reviews & benchmarking, and offshore fund manager ‘local market’ services

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