To better support your clients wanting retirement planning advice, Zenith Mosaic now incorporates detailed qualitative research and ratings assessment reports on some of the industry’s major super funds. The comprehensive reports are produced by our Group partner and highly respected super fund data and research business, Chant West, and include detailed investment information about:
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overall ratings of the product issuer and separate ratings on underlying investment options
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the investment team and their investment philosophy
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the team’s portfolio management process
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the team’s approach to responsible investment (RI) and relevant RI classifications which will be progressively rolled out across all Chant West-rated investment options, and
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detailed portfolio information including asset allocation, underlying investment manager allocations and investment option performance.
While the reports available cover leading super funds such as AustralianSuper, QSuper, Sunsuper and BT, more funds will be added to the suite of Mosaic reports over time.
Log in to Mosaic today to access the new super fund reports. If you don't have access to Mosaic and would like to trial our flagship research and portfolio insights platform, please contact us on [email protected]
