Zenith Specialist Portfolios

Welcome to Zenith Investment Partners

For more than two decades, Zenith has been delivering premium research and portfolio construction services to the Australian market. Our services are designed for retail financial advisers, by industry experts, using our wealth of knowledge on the development and management of managed portfolios.

Our experienced and highly respected internal research team provides extensive specialist knowledge and insight that is at the very core of our managed portfolio solutions, making Zenith’s suite of options truly unique in the market.

We recognise the considerable opportunity managed accounts provide, as they fast become the preferred method of investing for Australian financial advisers. Driven by advances in technology, evolving investor needs and innovation in administrative systems, managed accounts can deliver higher performance potential, stronger compliance and substantial administrative efficiencies to financial advisers and their clients.


Zenith Specialist Portfolios

Zenith offers five specialist portfolios across both pension and super products on the CFS FirstChoice platform.

  • Zenith Active Conservative Portfolio (CFS FirstChoice)
  • Zenith Active Moderate Portfolio (CFS FirstChoice)
  • Zenith Active Balanced Portfolio (CFS FirstChoice)
  • Zenith Active Growth Portfolio (CFS FirstChoice)
  • Zenith Active High Growth Portfolio (CFS FirstChoice)

View full details of portfolio holdings and management costs

 

Investment philosophy and process

Our investment philosophy is anchored in the belief that quality active management will outperform broad markets over time, while mitigating risk. It’s this belief that continues to provide the basis for how we manage portfolios today.  

Historical portfolio performance

 

Zenith has been operating a series of 5 risk profiles on the CFS platform since June 2009.  The new CFS Specialist Portfolios which commenced on 27 September 2021 utilise the same investment philosophy, portfolio construction methodology and consulting team as the previous portfolios. However, they are new portfolios and past performance is no indication of future performance.

 

 

Our team

Leading the portfolio team for CFS managed accounts are highly experienced investment professionals Steven Tang and Shailesh Jain

Managed account portfolio implementation is overseen by Steven, with key roles undertaken by Senior Consultants, David Wright, Ben Davis and Shailesh Jain, and assisted by members of the Zenith portfolio support, data, and administration teams.

Zenith has developed an internal ‘platform relations’ team to deal specifically with the implementation and ongoing rebalancing of managed accounts, a core part of any managed accounts service as each platform operates unique back-office functionalities. This team is led by James Damicoucas.

 

Why Zenith?

  • Powered by our market-leading investment research

  • Managed by our highly experienced consulting team with an in-depth understanding of the needs of Australian financial advisers and their clients

  • Access to our best-of-breed reporting suite to support more constructive client conversations

  • Underpinned by continual, considered portfolio monitoring and rebalancing including quarterly investment committee meetings

  • Access to comprehensive portfolio insights delivered through our easy-to-use, powerful portfolio management tool, Mosaic

With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.

Watch our Meet-the-manager webinar with Chris Shannon, Head of Platforms Distribution at Colonial First State and Zenith's Head of Consulting, Steven Tang, to discover what makes our specialist portfolios unique. This webinar is CPD accredited, once you’ve watched the video, complete the CPD quiz.

How can we help you?

To find out more about what Zenith's specialist portfolios can offer you, contact our friendly business development team. Alternatively, if you'd like to see first-hand the power of our flagship research and portfolio insights platform, register for trial access to Zenith Mosaic today.

John Nicoll
Head of Sales
Scott Garner
Senior Business Development Manager - NSW, ACT, QLD, NT
Ross Cassidy
Business Development Manager - VIC, SA, WA, TAS
Berit Deagan
Business Development Manager - Currently on parental leave
James Curnow
Business Development Manager - NSW, ACT, QLD, NT