Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global fund data and technology leader FE fundinfo at the end of 2021.
We support a rapidly growing number of advisers nationally with research and ratings on nearly 1000 investment products and the management of more than 100 investment portfolio solutions for their clients.
Since our business began in 2002, we’ve worked closely with advisers to understand their business and the needs of their clients. This wealth of experience is central to the design of our products and services.
Today, as part of the global FE fundinfo Group, we’re proud to be the distributors of their products in Australia. With a diverse range of technology solutions powered by FE fundinfo’s high-quality fund data, the range of services we provide to financial advisers, fund managers, platforms, fintech partners and super funds to help meet their clients’ and members’ needs is evolving.
Zenith Investment Partners was born out of the vision of like-minded research professionals who wanted to build a bespoke approach to fund research that empowered advisers to make more informed investment decisions, on behalf of their clients.
Our deep history and commitment to support and meet the needs of retail financial advisers drives our mission to empower and support the Australian financial services industry to grow and protect the financial wellbeing of investors. This mission is underpinned by our core values.
Since our inception, the Zenith team has worked closely with advisers to understand the needs of their clients and the advice process more broadly. This wealth of experience is central to the design and evolution of our products and services.
Our highly regarded, stable in-house research team provides extensive specialist knowledge that’s core to our service offering. Our team meet with fund managers over 750 times a year to provide advisers with a rated and consistently refreshed list of investment options, keeping them up to date with the constantly changing market.
As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge in the development and management of both customised and public menu managed accounts, currently managing over $4 billion in client assets.
Our highly experienced consulting team build multi-manager, diversified portfolios, utilising sophisticated tools to ensure portfolios are free from style bias and minimise unintended risks. All Zenith portfolios undergo constant and considered monitoring to optimise investment outcomes for clients over time.
Unique to Zenith, our clients have access to our flagship research and portfolio insights platform, Mosaic. Mosaic delivers in-depth research reports on nearly 1000 funds and comprehensive portfolio dashboards and analysis tools to support more constructive client conversations. Advisers can also access deep investment insights and analysis from across the business.
Zenith is proud to be part of global investment data and technology leader, FE fundinfo. Our international reach provides us with access to an extensive network of investment specialists and provides us with unique data and insights from across the globe to better inform and empower our adviser clients.
Our business has relied on Zenith’s insights for over a decade, but 18 months ago we took the step of utilising their managed account offering. It’s sharpened the execution of changes to our client portfolios from a timing perspective, and we can see that flowing through to return consistency already. The biggest impact to date, though, has been the efficiency in our back-office functions. Less document production, less time spent on things clients don’t value, and reduced risk of making implementation mistakes allows us to spend more time on clients, both new and existing. It really has been worth the effort to make this happen.
The move to a Zenith managed account just made sense for our business. Their investment philosophy aligned very closely with ours, which made the process of building bespoke portfolios tailored to meet the needs of our clients quite seamless. The efficiencies created by the managed account structure have been very pronounced too. Portfolio monitoring and rebalancing is done by Zenith, as well as reporting and compliance, which has freed up time to work more closely with our clients to solve their challenges and determine the best path to achieve their financial goals - which is exactly why they've sought our support.