We have a 17-year track record and one of Australia’s largest teams generating proprietary managed funds research.
Our funds research package serves three primary functions, as shown below.
It’s a labour-intensive exercise and there are no short cuts in generating qualitative, unbiased research.
We invest heavily in our research talent, information systems and data capabilities. We constantly monitor a global investment universe, collecting data that is not available publicly, and meet with fund managers over 780 times per year to provide you with a refined list of investment choices.
New investment opportunities are continually coming to market and we act swiftly to rate new products to give you an advantage in your investment advice. Our ratings of listed investment companies and exchange traded funds reflects this trend: we have increased coverage significantly to meet increasing adviser demand for more product structures.
Our research is accessed through a yearly annual subscription on our website. A selection of our research is also available via XPlan.
The calendar provides detail on when each asset class sector will be covered.More info
Our ratings definitions, from Highly Recommended to Redeem.More info
An explanation of Zenith’s Fund research process.More info
Methodology and conflict of interest management.More info
To keep on top of your clients' investments, you need to keep up-to-date with financial market movements.
We equip you with ongoing expert analysis on general financial market conditions, with asset class performance analysis, long-term return forecasts and current valuation signals.
Our market research is complimentary with every funds research package.
Zenith's equity research offering spans the top 200 ASX-listed companies and draws on the insights and consensus ratings of up to 23 different brokers.
Our Morning Report is delivered each morning to ensure you are kept up to date with local and overnight global financial market movements.
Our listed equities research is offered as a separate optional extra to our basic funds research package.
About our equity services, methodologies and conflict of interest management.More info
Zenith's ratings and research reports are limited to “General Advice” (as defined by section 766B of Corporations Act 2001) and based solely on the assessment of the investment merits of the financial product. It is not a specific recommendation to purchase, sell or hold the relevant product(s) and does not have regard to the particular circumstances or needs of any specific person who may read it. Zenith advises that individual investors should seek their own independent financial advice before making an investment decision. No part of any research report is a solicitation to buy or sell any investment. Research reports are prepared exclusively for clients of Zenith.
Ratings are specific to the product to which it is issued. That is, Zenith rates products rather than fund managers. Zenith believes that while the skill of the investment management and strength of the organisation is paramount, product design features can differ even within the same investment strategy and so we do not see manager ratings as an effective way to capture these aspects.
Zenith's research process is fundamentally forward looking and relies on both qualitative and quantitative input from analysts.
Zenith’s investment team collectively have extensive market experience gained through a broad range of industry backgrounds including
Broad skills across the team promote unique perspectives, specialist insights and foster a deeper level of due diligence.
Sector heads are industry leaders and have deep levels of expertise within their core areas of responsibility. Consistent with their market recognition, many make contributions to industry journals and are often guest speakers at industry events.
All members of Zenith’s research team are encouraged to undertake postgraduate studies and further education to enhance their analytical and specialist skills with many assigned the CFA designation or Masters of Applied Finance.
There also exists a strong philanthropic culture amongst team members with many contributing to charitable raisings, community events and school education.