About

About Lumenary

Lumenary is a research house specialising in founder-led companies. Its classification methodology identifies founder and family influence across a global listed universe and underlies a family of independently administered indices. The firm is based in Melbourne, Australia.

What we do

Indices

A family of global indices built on the classification, led by the Solactive Lumenary Global Founders Index, calculated and administered independently and available for licensing.

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Methodology

A proprietary framework classifying founder and family influence on ownership, governance and leadership factors, applied across a global listed universe and refreshed annually.

Read the methodology

Fund

The Lumenary Global Founders Fund applies the methodology in a managed portfolio for Australian wholesale investors.

View the fund

4,000+

listed companies classified

~14,700

listed companies screened globally across all capitalisation bands

countries represented in the 2026 founder-led cohort

2016

first published research on founder-led companies

Leadership and governance

Lawrence Lam

Lawrence Lam founded Lumenary in 2016 and leads its research and index programme, drawing on more than 20 years across investment management, institutional banking and prudential regulation. He is the author of The Founder Effect (Wiley, 2025) and writes on founder-led companies for the Australian Financial Review, Morningstar and Firstlinks.

Ian Todd

Ian Todd is a pharmacist, entrepreneur and company director with more than 30 years in board roles, including as chairman of Guildlink and director of Guild Group. He founded and grew a complementary-medicines business into a multinational manufacturer and distributor, and brings a practitioner’s understanding of founder-led businesses.

Phil Aris

Phil Aris has more than 20 years’ experience at chief executive, managing director and board level across Australia, Asia and the United Kingdom, and is a non-executive director of Credit Corp Group (ASX:CCP) and chairman of Xpon Technologies (ASX:XPN). He founded Aris and Associates, a management consulting firm, and provides strategic input to Lumenary.

For licensing, research and media enquiries, contact Lumenary.

Contact Lumenary