An FE fundinfo Company
A great managed account includes:
quality product selection and asset allocation
highly experienced portfolio management
robust risk management, and
easy-to-access, ongoing business support.
When you choose a Zenith managed account, you’re opening the door to a wealth of experience and in-house capabilities. Our deep asset allocation expertise from an Australian perspective, high-quality market and sector insights, hands-on onboarding and client support, and a dedicated risk and governance function collectively provide our clients with an exceptional end-to-end experience.
Deep asset allocation expertise, means your portfolios are built using proprietary macro market and in-house asset allocation expertise, a rare capability in the market.
High quality market and sector insights, means you have access to leading products and managers from across the full spectrum of asset classes and investment structures.
Hands on client support, means you have an experienced team working with you every step of the way to set-up, manage, monitor and report on your managed account, including support to engage and service your clients.
Dedicated risk and governance, means you benefit from continuous, considered portfolio monitoring and rebalancing, powered by institutional grade risk management tools.
And with access to comprehensive portfolio dashboards and best-of-breed reporting through our online portal, Zenith Mosaic, you have all the elements that make a great managed account.
If you want to understand how a Zenith managed account can deliver a high-quality investment solution for your clients, while delivering important business efficiencies for you and your team, explore our portfolios or contact our Business Development team today using the form below.
A tailored managed account built to meet the unique requirements of your business & its clients.
Diversified portfolios incorporating RI principles which seek to reduce exposure to harmful industries and increase exposure to funds with strong ESG incorporation.
Low cost portfolios that incorporate a broad range of exposures using a proprietary dynamic asset allocation approach.
Designed for the more cost conscious investor specifically tailored for Colonial First State platform users.
Portfolios designed to provide exposure to a diversified range of quality active fund managers using a cost aware approach.
Premium portfolios that invest in actively managed funds, leveraging our full capabilities in asset allocation, strategy selection and manager selection.
Submit an enquiry and one of our team members will be in touch with you shortly.