An FE fundinfo Company
Zenith Specialist Portfolios are specifically tailored for Colonial First State platform users. Constructed and managed by our highly experienced portfolio construction team, the portfolios employ the same investment philosophy and portfolio construction methodology used by the team since 2009 for CFS users.
Our CFS Specialist 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.
Access professionally designed portfolios that are built to perform over time.
We identify potential areas to address at both fund and portfolio levels through institutional-grade risk reporting.
We adjust the portfolios automatically to capitalise on market changes. You’ll be notified if and when any changes occur.
Platform regulatory requirements are managed by our team both at portfolio launch and on an ongoing basis.
Managed by our expert consulting team who have a deep understanding of financial advisers' needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Supported by consistent and considered portfolio monitoring and rebalancing including quarterly investment committee meetings.
Underpinned by our best-of-breed reporting and portfolio dashboards to support your client conversations.
With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
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.