Zenith Investment Partners has announced the roll-out of the MSCI BarraOne portfolio tool within its consulting business, further enhancing the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients.

Typically the domain of institutional investors, the MSCI BarraOne is a research-driven analytical platform that provides users with integrated risk and performance analytics and deeper visibility into the risk/return profile of investments.

Steven Tang, Zenith’s Head of Consulting, said the subscription will deliver greater global market insights into their client portfolios, at a faster pace, supporting the investment decision-making and implementation across multiple portfolios on behalf of their clients.  

“Advisers are proactively looking for consulting relationships that can help better scale their ongoing service delivery to clients.

“The quality and breadth of analytics delivered by MSCI enables us to incorporate institutional-grade insights and ready reporting into our offering to advisers, further expanding our scaled service delivery to managed account clients,” Steven said.

Simone Bouch, MSCI’s Head of Australia and New Zealand Client Coverage, said “We’re pleased to collaborate with Zenith to bring this capability to the Australian retail investment market. The MSCI BarraOne platform is powered by state-of-the-art factor models across multi-asset classes and we’re delighted to work with Zenith as they expand the investment tools and services they offer clients.”

In further recognition of the importance of delivering analytics and insights to support the advice process, Zenith will soon launch its new Portfolio Builder tool to subscribers. The platform will enable advisers to design, maintain and compare client portfolios in a user-friendly format, providing important look-through analysis of exposures in equities, REITs and fixed income for individual funds and constructed portfolios.