Lorraine Robinson

The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and maintain clear, defensible audit trails.

As investment governance expectations intensify, it has become essential to demonstrate transparent, defensible processes. The Lonsec Investment Governance Solution addresses this shift directly, providing a practical and scalable way to embed governance discipline into everyday workflows. Integrated within iRate, Lonsec’s investment research platform, IGS brings together key governance indicators including ratings changes, performance and fee monitoring, and other material signals into customisable dashboards and reports. This allows governance teams to move away from fragmented spreadsheets and manual processes, replacing them with a consistent, structured and auditable approach to oversight.

The Lonsec Investment Governance Solution is suited for organisations that need to demonstrate consistent, evidence-based oversight of their approved product list or investment menu, such as financial advice licensees, platforms, trustees, investment committees, and governance teams.

Lorraine Robinson, Lonsec Chief Executive Officer, said strong governance plays a critical role in building trust with clients and members:

“Across advice licensees, platforms and trustees, expectations around governance have never been higher,” Robinson said. “Advisers and clients want to know that investment options are being monitored consistently, and decisions are made with care and accountability. The Lonsec Investment Governance Solution provides the framework and transparency that supports better decision making and greater confidence at every level.”

Anna Schofield, Head of Sales at Lonsec, said the solution reflects the growing need for confidence and reassurance across the advice value chain:

“With recent high-profile failings in our industry, the focus on investment governance has intensified and the obligation on those who manage APLs and investment menus in particular has become clearer,” Schofield said. “By embedding governance signals directly within iRate, the Lonsec Investment Governance Solution gives investment teams and advisers greater clarity and confidence in decision making, with a clear and defensible record of how and why decisions were made. Our solution delivers real peace of mind, not just for investment committees, but for advisers and their clients.”

Increasing product complexity and ongoing scrutiny of fees, performance and investment decision making have raised the bar for governance across the industry. By centralising monitoring within an existing research ecosystem, the Lonsec Investment Governance Solution helps organisations strengthen governance while reducing manual effort. This capability supports more confident adviser-client conversations and provides end clients with reassurance that their investments are being actively and transparently overseen.

Lonsec is uniquely positioned to meet this need. With qualitative research coverage spanning more than 1,900 investment products, a well-resourced local analyst team with specialist expertise in the Australian market and regulatory environment, and a rigorous investment research process refined over several market cycles, Lonsec brings a level of depth and credibility that few research houses can match. This foundation underpins Lonsec IGS, empowering advisers and their clients with greater confidence at a time of heightened regulatory scrutiny.

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Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Prior to joining Lonsec, Schofield held senior distribution roles at Challenger and AMP. ​​​She will lead the sales effort across the Lonsec Research and Ratings business.

This appointment marks the completion of CEO Lorraine Robinson’s leadership team, following a series of strategic hires across marketing, operations, and product. This new leadership structure is designed to drive innovation, deepen adviser relationships, and expand Lonsec’s market presence.

Lorraine Robinson, CEO, Lonsec Research and Ratings said: “Anna’s appointment is a pivotal moment for Lonsec. Her deep understanding of the advice landscape and passion for client success make her the ideal person to lead our sales strategy. With our leadership team now in place, we’re ready to deliver the next phase of growth and value for our clients.”​​​​

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