Through the Looking Glass: The World of the Fund Manager
David Wright joins The Investment Series – Sunday nights at 8.30pm on SkyNews Business.
The series gives you an intimate insight into how funds are managed and assessed. Meet the Guardians, the research houses and platforms, those people who are responsible for screening funds for financial advisers.
2014 Global Equities Sector Review summary
Zenith Director David Wright and Bronwen Moncrieff, ( Head of Research) discuss some of the key trends arising from the 2014 Zenith Global Equities Sector Review.
Having recently aligned our Dealer Group with Zenith Investment Partners for the provision of our Managed Fund research and Model Portfolio reporting, we have been very impressed with both the quality and professionalism displayed by the Zenith team. With the provision of prompt reporting on our Model Portfolio's and Regular Market Commentary we have been able to add real value to our client proposition. This enhanced reporting together with the regular Zenith Client Releases has meant that...
Tim Geddes Authorised Representative, Australian Financial Solutions Group, June 2014
Zenith consistently provides a valuable contribution to Premium Wealth Management and its network. They are responsive to our needs and requests, add value at training events, and everything they do comes across as thoroughly thought through, both from an investment and a business perspective.
Paul Harding-Davis, CEO Premium Wealth Management, July 2012
Zenith has added significant value to our business since we contracted them. They have helped us streamline our existing investment research processes and improve our model portfolio performance. They’re not only helping us deliver our clients improved risk adjusted returns in these difficult times, but saving our business considerable time and money as well. The Zenith team is knowledgeable and experienced and willing to work to our business requirements. I would recommend Zenith to any adviser...
The benefit of sourcing Australian domiciled investment research is the ability to correctly target the local audience. The danger in attempting to incorporate offshore produced global research, in my experience, can result in the research missing the mark in terms of local relevance. Zenith in my opinion has a high quality offering that can meet the objectives of the local audience.
Piers Bolger, Senior Manager Research, BT Financial Group (former Head of Investments & Research, UBS Global Asset Management Australia Ltd)