Zenith Investment Partners provide asset consulting services to superannuation trustees, small to medium sized corporates, financial advisers and accountants responsible for advising and administering corporate superannuation funds.

Unlike many of the large asset consulting firms, Zenith do not operate their own implemented consulting service and therefore avoids any potential conflicts of interest in the services provided to their clients. In addition, as Zenith is a privately owned Australian firm without global parentage, the service provided to Australian clients is not compromised by manager selections from non-Australian divisions of the group. This allows Zenith to identify and select the best managers from an Australian perspective for Australian based clients.

Zenith’s asset consulting services include:

1. Asset Allocation Advice – Zenith provides strategic (longer term) asset allocation advice for both defined benefit and accumulation superannuation funds. This involves setting longer term asset allocation based on the risk profiles of the fund members.
2. Fund Manager Selection – Zenith specialises in the selection of managers and manager combinations for inclusion in corporate superannuation and investment funds.
3. Fund Design & Structure – through its extensive experience within investment research and the financial services industry, Zenith is well positioned to provide superannuation trustees and / or small and medium sized corporates with fund design and structure advice. This involves assessing the demographic profile of the fund members, setting investment strategies and objectives and constructing appropriate investment options to specifically satisfy the fund membership base.
4. Ongoing Monitoring & Management – a critical component of Zenith’s asset consulting service is the ongoing monitoring and management of the managers employed. Zenith prides themselves on proactively replacing underperforming managers and / or those managers not remaining “true to label”.
5. Performance Reporting – comprehensive performance reports are provided detailing the overall performance of the fund, the contribution of each manager to the overall performance and comparisons against competitors and industry benchmarks. This enables Zenith’s clients to easily compare the returns Zenith has achieved against those of their competitors.

Zenith provides consulting services to financial advisory groups, master fund, wrap platform and other administration service operators regarding the selection of funds and fund managers that makeup the investment menu of funds on the recommended list or administration platform. This service can be customised to work within the particular provider’s investment criteria and / or requirements.

Having extensive experience researching and analysing thousands of investment products and structures over many years, Zenith are able to provide advice on new product development. This includes an assessment and recommendations covering product structure, investment objective, investment strategy, fees, content of product disclosure document, likely investor demand and product positioning strategy.

With Advisers fiduciary responsibilities becoming increasingly demanding, investment markets becoming more sophisticated, investment choices proliferating and regulatory requirements becoming more complex there has never been more need for education.

As Zenith specialise in the identification and assessment of managers, the construction of portfolios and the review of alternative and structured products. This knowledge and experience provides Zenith’s investment professionals with the ideal background to provide adviser education on these topics.

Zenith’s Adviser Education services include:

1. Presentations – Zenith regularly presents on a wide range of investment related topics at adviser group professional development days, conferences and workshops.
2. Publications – Zenith can be commissioned to produce investment papers on a wide range of industry related topics including, fund manager selection, portfolio construction, portfolio optimisation, statistical analysis measures, industry trends and investment strategy and objective setting.

The timing and content of presentations and / or courses can be tailored to meet the needs of individual clients. If required, Zenith can seek to have the presentations accredited by the Financial Planning Association or Securities Institute of Australia for continuing professional education (CPE) recognition.