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, Portfolio Solutions 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 Portfolio Solutions 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.

Frequently asked questions

What is a responsible investment managed account?

A responsible investment managed account is a portfolio which incorporates factors in investment decisions and funds that meets defined ESG criteria. Zenith's RI portfolios are built using funds from its rated product universe that align with Zenith's RI classification system, giving advisers a managed account solution for clients who want their investments to better align with their values.

Which industries are excluded from Zenith's RI portfolios?

In constructing portfolios, where possible Zenith endeavours to preference funds which are subject to exclusion policies by the manager that limit exposure to certain industries. Specific exclusions depend on the RI approach applied to each portfolio and underlying funds within it. Contact our team for details on the exclusion criteria applied to the specific portfolio you are considering.

How does Zenith select funds for responsible investment portfolios?

The core portfolio design principle is to utilise external managers whose funds have complementary investment styles and strategies and who Zenith believe have a strong commitment to responsible investment principles. Zenith selects funds for its RI portfolios from its rated product universe using its RI classification framework. Funds are assessed against defined ESG criteria and classified according to the approach they take to responsible investment, from broad ESG integration through to dedicated impact investing. Only funds that meet the relevant classification threshold are included.