Zenith Investment Partners is one of Australia’s most respected research and investment consultancies, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
In 2020, Zenith acquired Chant West, one of Australia’s most respected and unbiased super fund research, data insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global fund data and technology leader FE fundinfo at the end of 2021.
We support a rapidly growing number of advisers nationally with research ratings on nearly 1000 investment products and the management of more than 100 investment portfolio solutions for their clients.
Since our business began in 2002, we’ve worked closely with advisers to understand their business and the needs of their clients. This wealth of experience is central to the design of our products and services.
Zenith Investment Partners was born out of the vision of like-minded research professionals who wanted to build a bespoke approach to fund research that empowered advisers to make more informed investment decisions, on behalf of their clients.
Our deep history and commitment to support and meet the needs of retail financial advisers drives our mission to empower and support the Australian financial services industry to grow and protect the financial wellbeing of investors. This mission is underpinned by our core values.
Since our inception, the Zenith team has worked closely with advisers to understand the needs of their clients. This wealth of experience is central to the design of our products and services.
Our highly regarded, stable in-house research team provides extensive specialist knowledge that’s core to our service offering. Our team meet with fund managers over 750 times a year to provide advisers with a consistently refreshed list of investment opportunities and deliver critical inputs to the ongoing success of our managed portfolios consulting service
As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge in the development and management of both customised and public menu managed accounts, currently managing over $4 billion in client assets.
Our highly experienced consulting team build multi-manager, diversified portfolios, utilising sophisticated tools to ensure portfolios are free from style bias and minimise unintended risks. All Zenith portfolios undergo constant and considered monitoring to optimise investment outcomes for clients over time.
Unique to Zenith, our clients have access to our flagship research and portfolio insights platform, Mosaic. Mosaic delivers in-depth research reports on nearly 1000 funds and comprehensive portfolio dashboards and analysis tools to support more constructive client conversations. Advisers can also access deep investment insights and analysis from across the business
Zenith is proud to be powered by global leader in investment data and technology, FE fundinfo. Our international reach provides us with access to an extensive network of investment specialists and empowers us with unique data and insights from across the globe to better inform and empower our clients.
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 business.