From the CEO March 2021

31 Mar 2021

The year is definitely off to a flying start! It’s great to feel a sense of normality slowly return and I’m certainly looking forward to spending more time in the office after catching up with family and friends and hopefully fitting in a round of golf (or two!) over the Easter break. From a business perspective, we’ve had a busy couple of months, releasing new tools and services and announcing some pleasing additions to the business.

Business update

Some of you may have heard the exciting news that came out of our business recently with the announcement of two acquisitions:

What’s new?

I’ve always considered us fortunate to have an engaged client base that provide us with important feedback around how we can better support their needs. We’re really pleased to address some of these valuable insights with the launch of our new portfolio construction tool Portfolio Builder. This innovative tool allows you to construct, maintain and compare client portfolios in a user-friendly format. Coinciding with this launch, we’ve now completed the transition to Mosaic as our primary research and portfolio insights platform for all our research client subscribers, which we feel is a major enhancement.

To help with this transition, I recommend watching this short demo video by our Business Development Manager, Berit Deagan, to familiarise yourself with the new features and help navigate the updated Mosaic interface.

Research update

It was great to see so many of you join our recent webinar, Responsible Investing: what does the Australian Sustainable Finance Initiative mean for you?  The webinar attracted strong interest from across the industry, illustrating the growing importance of this opportunity to work together to meet the changing needs of investors.  If you missed this valuable discussion, the recording is available on our website

We received several questions following the webinar around the challenges advisers experience when navigating ESG. Our Responsible Investment Committee Chair, Dugald Higgins has addressed a number of these questions in his ‘Roadmap for the ESG Maze’ article included in this edition of the newsletter. Our client Paul Kearney, CEO Kearney Group also shares his experience of teaming up with Zenith to create the ESG-centric Ethos Managed Portfolios, a suite of agile and actively-managed investments that place ESG considerations at the forefront of portfolio construction. I highly recommend you read these articles to gain valuable insight into how you can navigate ESG discussions with your clients.

What’s coming?

As I touched on in my previous column, in response to increased demand for a solution which caters for the specific nature of index funds, our research team have been working to build a new ratings framework. We will launch the new ratings scale specifically for market capitalisation weighted index funds in May this year. The methodology and approach have already been designed and will be implemented as we move through our sector reviews, commencing with Australian fixed interest, Australian equities and property by June this year.

As always, please get in touch with me directly or our Sales team if you have questions or would like more information on the above.

I hope you have a safe and enjoyable Easter break!

David Wright

Chief Executive Officer

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