Holistically designed RI managed accounts

Our customised Responsible Investment (RI) Portfolios combine a focus on RI principles with our strengths in manager selection and asset allocation. These portfolios are designed to reduce exposure to a range of harmful industries while focusing on selecting funds which demonstrate a robust approach to assessing and incorporating responsible investment principles. Where possible, these portfolios invest in managed funds which have a Zenith Responsible Investment classification of either ‘Integrated’, ‘Thematic’ or ‘Impact’, and are constructed with no targeted fee budgets.

Zenith RI Portfolios

Our team

Our RI portfolios are constructed and managed by the Portfolio Solutions team, with input from the Group’s Responsible Investment Committee (RIC). The RIC is made up of experienced professionals from across our Research, Consulting and Legal teams and it provides ongoing management support of the portfolios. The Portfolio Solutions team and RIC work closely with our Asset Allocation, Risk and Governance and Administration teams, ensuring you receive a comprehensive and robust solution that meets your clients’ varying 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 RI portfolio?

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

Portfolios leveraging our experienced teams and proprietary tools which deliver RI insights across every fund on our APL, not just 'sustainable' funds.

Supported by consistent and considered portfolio monitoring and rebalancing.

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

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

Backed by a business committed to considering the interests of all stakeholders across customers, communities, staff and the environment.

Tools & insights

Complimentary access to Zenith Mosaic

As an RI managed account client, you have access to our flagship research and portfolio insights platform, Mosaic, to 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.