Tailored portfolios to suit your business

As one of the first multi-asset managed account providers in Australia, our team has built a wealth of knowledge and experience in the development and management of diversified actively managed portfolios. This experience and expertise powers the design and delivery of our customised managed portfolios.

Our customised managed accounts are designed to match the unique requirements of your advice business and its clients. A growing part of our offering is creating bespoke responsible investment (RI) portfolios that incorporate a range of RI principles, which aim to reduce exposure to harmful industries while focussing on selecting funds which demonstrate a robust approach to incorporating ESG.

Whatever your requirements, a Zenith customised managed account can meet your needs.

Our customised managed account services:

allow you to move your existing model portfolios into a managed account structure or construct a new suite of portfolios
mean we take the time to understand your unique requirements and tailor a managed account solution that suits your specific business and client needs, and
give you access to our dedicated team of managed account specialists who guide you through the entire process, ensuring a seamless transition, integration and ongoing portfolio management.

Our team

Our portfolios are constructed and managed by the Portfolio Solutions team, which consists of investment professionals with extensive portfolio management experience. The team works closely with our Asset Allocation, Risk and Governance and Administration teams, ensuring you receive a comprehensive and robust solution that meets your needs.

Our tailored, market leading service includes:

portfolio construction: the construction of a portfolio that aligns with your investment philosophy, client requirements and risk tolerances
portfolio maintenance: managing operational requirements, including managed account implementation, PDS review, and rebate administration
risk monitoring: identifying potential areas to address at both fund and portfolio levels through institutional-grade risk reporting
governance: meeting platform regulatory requirements both at portfolio launch and on an ongoing basis, and
client communications: providing regular updates on market movements and your portfolio performance, which you can share directly with clients to keep them informed.

Our team ensures that portfolio risks are regularly reviewed, and that governance and regulatory requirements are continuously monitored by a focused, experienced team, giving you and your clients peace of mind.

MEET OUR PEOPLE

Why choose a Zenith customised managed account?

Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.

Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.

Enjoy consistently monitored portfolio performance and rebalancing.

Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.

Benefit from access to our flagship research and portfolio insights platform, Mosaic, including our fund research, Portfolio Builder and Analyse tools.

Tools & insights

Introducing Customised Portfolios

Learn more about our Customised Portfolio solution, designed to be tailored to your business and client needs

Zenith Mosaic

With Mosaic, you can monitor portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.

Find out more

For more information about our managed account solutions, please submit an enquiry and one of our team members will be in touch with you shortly.