Governance Opportunity Lonsec recently launched a governance solution to support investment oversight, presenting a potential cross-sell to current clients seeking enhanced governance and oversight capabilities for portfolios.

Alternative Assets With the upcoming alternative asset investment solution for financial advisers, there is a clear upsell path to advisers and high net worth clients seeking diversified, non-traditional allocations.

Industry Recognition Consistent recognition as a Best Research House and a responsible investing winner strengthens credibility; leverage in conversations to win new discretionary or managed service mandates from risk-aware firms.

Sales Leadership Recent appointment of a Head of Sales signals focus on revenue growth and deeper market penetration; align outreach to leverage the new leadership and expanded sales processes.

Partnership Momentum Strategic partnerships and industry collaborations (Fund Manager awards, Super Fund events) indicate ongoing ecosystem engagement; opportunities exist to expand advisory alliances and co-branded offerings.