In an evaluation of research houses by portfolio managers and heads of equities at institutional investors, Zenith has ranked a clear 1st on the Relationship Strength Index (an indicator of overall research capability) in the Peter Lee Associates annual survey. The 2023 results show Zenith with a lead position across 4 key metrics including overall research quality, most prepared when meeting with managers, most thorough research and most consistent approach.
Zenith General Manager and Head of Research, Bronwen Moncrieff, said that she was very pleased with the acknowledgment of the quality of the research team and their rigorous process in researching and rating funds.
“The depth of experience of our team, our research rigour and consistency of application of our process and philosophy are factors that have consistently set us apart from other research providers. It’s very rewarding to see them acknowledged in this year’s survey results,” she said.
Zenith gained its clear first place ranking with not only large investors with $ 5 billion and over in funds under management (FUM), but also small investors with under $ 5 billion in FUM. On a matched sample of 15 investors, Zenith also came out on top, followed by Lonsec and Morningstar.
For more information about Peter Lee Associates’ research activities please go to www.peterleeassociates.com.au.
