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Zenith Investment Partners online research service is the core component in the delivery of Zenith research reports, commentary, investment alerts and model portfolio documents. Designed in a simple, easy to use format, the website provides financial advisers with immediate access to the research reports, profiles and quantitative tools they require to service their clients.
An exclusive list of high quality investment products determined by Zenith to be the premier investment options in all major asset classes. Includes Australian & International equities, Property, Australian & International fixed interest, ‘alternative’ asset classes such as Hedge funds, Private equity, Infrastructure, Agribusiness and Structured products. The list includes funds managed by both mainstream and boutique fund managers.
Available on all funds listed on the major wraps and platforms. Updated monthly, product profiles cover fund objective, fund strategy, performance charts, fees tables and risk ratings. Designed for SOA’s.
Detailed research reports on individual funds with monthly updated data providing: analyst viewpoint, recommendation, absolute risk adjusted performance analysis, investment team assessment, manager background, investment process, security selection, portfolio construction, risk management, risks of the fund, applications of the fund and fees.
Available on all funds listed on the major wraps and platforms. Monthly performance update reports focus on absolute and risk adjusted performance analysis. This report includes monthly return data, rolling return charts, return histogram, growth in $10,000 invested, minimum and maximum return ranges, standard deviation chart, tracking error chart, Sharpe, Sortino and Information ratio analysis, and return analysis in rising and falling markets.
Detailed annual asset class reviews which include new product ratings, product upgrades and downgrades, and specifi c themes, trends and observations made as part of the asset class review process.
A series of regular reports provide clients with market direction commentary and valuation metrics.
Provides key statistics and monthly summary of all major asset classes.
Provides 10 year forecast return expectations for all major asset classes as well as a range of short term asset class valuation considerations. The report is designed to help advisors explain long term risk/return expectations to clients as well as provide some short term market information for discussion https://www.zenithpartners.com.au/ContactUs
Available online for portfolio clients. Zenith model portfolios provide a diversified multi-manager investment solution that is actively managed by Zenith on behalf of clients.
Designed for all major wraps and platforms. With performance updated monthly, the models aim to deliver optimal outperformance in all major asset classes compared to the median manager.
Three service levels are available.
Timely research alerts provide important news such as manager and ratings changes and other important manager communication. These alerts are posted on our website and emailed to clients.
Provide detailed analysis of fund performance, volatility and consistency with the ability to segment by asset class, sub asset class, investment style, platform and rank over multiple time periods into quartiles / deciles. Lists can be created and saved, and transferred to excel and pdf.
Zenith’s online charting tool enables users to produce absolute and excess return charts (cumulative & monthly, monthly, quarterly, annually, 1, 3, 5 year rolling, multi period and growth of $10,000) and risk / return charts (information ratio, Sharpe ratio, standard deviation, tracking error, standard deviation plotted against return, tracking error plotted against excess return & snail trails).
Available as part of the Zenith ‘advice’ based service offering. Designed in conjunction with advisers to unique business requirements.
Investment committee participation forms an integral part of Zenith's research service offering to financial planning dealer groups and advisers. Zenith's 'advice' based service model is best served by working in close conjunction with our clients to obtain a detailed understanding of their unique business model, investment structures and requirements. This allows us to tailor the best service to assist those needs.
Participating as an independent third party in a regular, structured investment committee format, Zenith can utilise its research experience and resources to provide a detailed assessment of fund manager reviews, research report ratings, asset allocation and portfolio construction advice, industry developments, key market shifts and other research related issues.
Zenith’s adviser education and support includes:
Main Platform and Focus Session Presentations at dealer group professional development days, conferences and workshops. Presentations can be accredited CPE recognition by the Financial Planning Association or Securities Institute of Australia.
Publications and investment papers can be commissioned on a wide range of topics including fund manager selection, portfolio construction, portfolio optimisation, statistical analysis measures, industry trends and investment strategy and objective setting.
Tailored research education programs.
Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of general advice. To the extent that any content of this website constitutes advice, it is General Advice (s766B Corporations Act 2001) for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice and obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website is subject to copyright and may not be reproduced without the consent of the copyright owner. This website was prepared in good faith and Zenith accepts no liability, whether direct or indirect, for any errors or omissions. Past performance is not an indication of future performance.