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.  

Our team

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

Why Zenith?

  • Managed account expertise: as one of the first multi-asset managed account providers in Australia, Zenith has built a wealth of knowledge on the development and management of these investment structures.

  • Meticulous portfolio monitoring and rebalancing: all Zenith portfolios undergo continual and considered monitoring, with formal weekly reviews of any risk band breaches and required portfolio rebalancing. Our disciplined approach provides us with the opportunity to make any necessary portfolio decisions efficiently and optimise investment outcomes for clients.

  • ‘Best of breed’ reporting suite: Zenith clients have access to the portfolios section of our Mosaic tool, which includes comprehensive portfolio dashboards providing detailed portfolio performance, holdings and underlying exposure information. Mosaic also offers access to a suite of in-depth reports to help advisers communicate portfolio updates with their clients. Take a look at the power of our Mosaic platform. 

  • Portfolio construction methodology: our highly experienced consulting team build balanced and diversified portfolios, utilising sophisticated tools to ensure portfolios are free from style bias and minimise unintended risks. Quarterly Investment Committee meetings provide us with the opportunity to review each asset class, identify any underperforming managers or changes in market outlook, and explore new options for the portfolio.

  • Deep knowledge of adviser needs: Zenith has been partnering with financial advisers for nearly two decades, working closely with advisers to understand the needs of their clients. This wealth of experience is central to the design of our products and services.

  • Dedicated research team: our dedicated and stable in-house research team provides extensive specialist knowledge that's core to our managed account offering. Zenith managed account clients have access to our sector specialists who can provide in-depth insights into specific funds and sectors when needed.

 

Our knowledge library

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
Ross Cassidy
Business Development Manager - Western VIC, WA, TAS
Berit Deagan
Business Development Manager - Eastern VIC, QLD, SA, NT
James Curnow
Business Development Manager - NSW, ACT