An FE fundinfo Company
Zenith Investment Partners is a leading provider of investment research tailored specifically to the needs of Australian financial advisers. Our reliable, in-depth analysis covers over 1,000 managed investment products, including active funds, index funds, and responsible investments, helping you make informed, confident decisions for your clients.
Our investment research process combines robust quantitative data with deep qualitative insights to assess fund performance, strategy, and risk. Led by our highly regarded in-house team, our methodology is trusted across the industry for its rigour, transparency, and relevance.
With Zenith’s investment research, you gain access to:
Stay ahead of market trends and regulatory changes with the insights you need to build successful, future-ready portfolios.
Zenith Mosaic is our flagship research and portfolio insights platform, designed to give financial advisers a smarter, faster way to access and apply investment research. With Mosaic, you can build and compare portfolios, screen funds, and analyse investment solutions to meet your clients’ evolving needs.
Powered by Zenith’s trusted fund manager research, Mosaic gives you access to detailed insights on more than 4,000 managed funds, ETFs, and LICs. Its intuitive tools make it easy to identify high-quality investment options aligned with your strategy.
Now featuring superannuation research, Mosaic also provides in-depth qualitative assessments and ratings for some of Australia’s leading super funds, helping you better support clients seeking retirement advice.
Conduct deep analysis across a range of investments with Mosaic’s Analyse tool. Compare performance and risk side-by-side, assess correlations and drawdowns, or generate a survey and export to excel.
Construct your own bespoke portfolios using Mosaic’s powerful portfolio builder tool. Monitor your portfolio performance, take a deep dive into holdings analysis and share your portfolios with colleagues.
Unlock even more with our new Super Research module in Mosaic. Powered by Chant West’s market-leading, high-quality data, this module will better support your client conversations during the super fund decision-making process.
With the Super Research module, you can:
access an expanded list of investments from major super funds
access Chant West ratings on industry and retail super funds.
Comprehensive investment research filters help you quickly find the investments you’re looking for. Create a shortlist, save your list for later, download or simply print your list.
Quickly visualise a snapshot of your investments through our user-friendly dashboards. Review performance on screen or download the reports to share with your clients.
Access Zenith's research and consulting insights. Receive research alerts, sector reviews, monthly and quarterly market reports or find related insights for products and portfolios.
Analyse a list of investment products and portfolios, compare performance and risk, underlying exposures by region, sector and key equity holdings, or generate a survey and export to excel.
Brings together all the information, intelligence and tools you need to deliver the best investment solutions for your clients
Allows you to collaborate across your team by sharing portfolios and product lists with your colleagues
Empowers more robust and insightful client conversations with comprehensive reports optimised for printing and exporting
Customise portfolios, product lists and analysis to meet the unique needs of your business
For more information about how you can access the power of Zenith Mosaic or to register for a free 7-day trial, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.
Zenith provides access to a database of over 1,000 rated products, along with qualitative insights from Zenith’s experienced research team. We partnered with Zenith and value our trusted relationship with the team as we pride ourselves on delivering best in market quality advice to our clients. Zenith plays an important role as an extension of our business in ensuring we continue to do so.
It was important to us to find a trusted research provider that felt like an extension of our in-house capabilities and knowledge within the business. From the outset, we found the people at Zenith to be open, honest and incredibly knowledgeable when it came to investment research and managed portfolios. They clearly have strong robust research processes in place, a highly respected reputation in the industry from fund managers, and an online research portal that plays a pivotal role in our advice practice. In our view, Zenith are a clear market leader when it comes to both research services and portfolio solutions.