Commencing as a specialist fund research and ratings business in 2002, our deep research expertise and experience enables us to deliver a high conviction, forward-looking Approved Product List (APL) to advisers.

Research Team

Our people are the engine room of our business – a business distinguished by the quality and stability of our highly experienced, in-house research team.



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Process & Methodology

Our thorough, rigorous, multi-dimensional research process allows us to monitor a global fund universe, assessing funds on a range of quantitative and qualitative factors.



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Fund Ratings

Our full suite of ratings includes tailored fund ratings for active and index funds across more than 900 investment products.



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Sector Review Calendar

We adhere to a regular, transparent sector review cycle to ensure advisers are on top of the latest asset class information including fund ratings, analysis and trends or issues impacting the sector.



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Responsible Investment Framework

Our Responsible Investment (RI) framework provides detailed insights to help advisers navigate ESG considerations with their clients, including tiered RI classifications across our entire APL.



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Regulatory Guidelines

Our operations and the delivery of our products and services are governed by strict policies and regulatory guidelines.



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Why Zenith Research?

  • Dedicated, stable and highly experienced internal research team
  • High conviction ratings across our global investment universe
  • Robust and multi-dimensional fund research process
  • Deep understanding of adviser needs which is central to the design of our research offering

Our Research Packages

Our research is available to financial advisers through an annual subscription to Zenith Mosaic  and includes access to research alerts, sector reviews, monthly and quarterly market reports, and expert insights on market themes, trends, products and portfolios.

Silver

Product research

  1. Approved product list with ratings
  2. Product assessment reports
  3. Product profiles for SoA
  4. Monthly product performance reports

 

Chant West superannuation research

  1. Qualitative assessment of superannuation investments
  • Expanded list of over 1,000 investment options
  • Addition of over 120 super and pension funds
  • Access to super reports and PDS documents
  • Include super investments into portfolio builder
  • Compare and Analyse super investment options

 

Insights

  1. Research alerts
  2. Monthly and quarterly market updates
  3. Quarterly asset class forecasts

 

Analyse Tools

  1. Fund analytics and performance comparisons

 

Portfolio Builder

  • One set of model portfolios
  • Monthly client reporting
  • Monthly adviser portfolio reporting
  • Portfolio Builder tool
  • Analytics and look-through

 

Equities

  • Stock profiles – consensus ASX200

 

 

 

Silver

+ Portfolio Builder

Product research

  1. Approved product list with ratings
  2. Product assessment reports
  3. Product profiles for SoA
  4. Monthly product performance reports

 

Chant West superannuation research

  1. Qualitative assessment of superannuation investments
  • Expanded list of over 1,000 investment options
  • Addition of over 120 super and pension funds
  • Access to super reports and PDS documents
  • Include super investments into portfolio builder
  • Compare and Analyse super investment options

 

Insights

  1. Research alerts
  2. Monthly and quarterly market updates
  3. Quarterly asset class forecasts

 

Analyse Tools

  1. Fund analytics and performance comparisons

 

Portfolio Builder

  1. One set of model portfolios
  2. Monthly client reporting
  3. Monthly adviser portfolio reporting
  4. Portfolio Builder tool
  5. Analytics and look-through

 

Equities

  • Stock profiles – consensus ASX200

 

Silver

+ Equities

Product research

  1. Approved product list with ratings
  2. Product assessment reports
  3. Product profiles for SoA
  4. Monthly product performance reports

 

Chant West superannuation research

  1. Qualitative assessment of superannuation investments
  • Expanded list of over 1,000 investment options
  • Addition of over 120 super and pension funds
  • Access to super reports and PDS documents
  • Include super investments into portfolio builder
  • Compare and Analyse super investment options

 

Insights

  1. Research alerts
  2. Monthly and quarterly market updates
  3. Quarterly asset class forecasts

 

Analyse Tools

  1. Fund analytics and performance comparisons

 

Portfolio Builder

  • One set of model portfolios
  • Monthly client reporting
  • Monthly adviser portfolio reporting
  • Portfolio Builder tool
  • Analytics and look-through

 

Equities

  1. Stock profiles – consensus ASX200

 

Silver

+ Super

Product research

  1. Approved product list with ratings
  2. Product assessment reports
  3. Product profiles for SoA
  4. Monthly product performance reports

 

Chant West superannuation research

  1. Qualitative assessment of superannuation investments
  2. Expanded list of over 1,000 investment options
  3. Addition of over 120 super and pension funds
  4. Access to super reports and PDS documents
  5. Include super investments into portfolio builder
  6. Compare and Analyse super investment options

 

Insights

  1. Research alerts
  2. Monthly and quarterly market updates
  3. Quarterly asset class forecasts

 

Analyse Tools

  1. Fund analytics and performance comparisons

 

Portfolio Builder

  • One set of model portfolios
  • Monthly client reporting
  • Monthly adviser portfolio reporting
  • Portfolio Builder tool
  • Analytics and look-through

 

Equities

  • Stock profiles – consensus ASX200

 

Gold

Product research

  1. Approved product list with ratings
  2. Product assessment reports
  3. Product profiles for SoA
  4. Monthly product performance reports

 

Chant West superannuation research

  1. Qualitative assessment of superannuation investments
  2. Expanded list of over 1,000 investment options
  3. Addition of over 120 super and pension funds
  4. Access to super reports and PDS documents
  5. Include super investments into portfolio builder
  6. Compare and Analyse super investment options

 

Insights

  1. Research alerts
  2. Monthly and quarterly market updates
  3. Quarterly asset class forecasts

 

Analyse Tools

  1. Fund analytics and performance comparisons

 

Portfolio Builder

  1. One set of model portfolios
  2. Monthly client reporting
  3. Monthly adviser portfolio reporting
  4. Portfolio Builder tool
  5. Analytics and look-through

 

Equities

  1. Stock profiles – consensus ASX200

 

Find out more

Speak to our BDMs

For more information about our investment research offering or to request a free 7-day trial, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.