An FE fundinfo Company
At the core of our asset allocation service is the ability to deliver tailored, objective asset allocation and investment strategy support to meet the tactical and strategic requirements of your business. With a wealth of experience developing and executing asset allocation strategies for clients including wealth managers, financial planning groups and super funds, we leverage our proprietary tools which power our range of insights and analytics to support more informed investment decision-making.
Our asset allocation team is led by experienced investment professional and Head of Asset Allocation, Damien Hennessy, who has over 30 years’ experience in funds management (CIO), asset allocation and investment strategy. In 2021, Zenith acquired dedicated asset allocation business, Heuristic Investment Systems, which was the brainchild of Damien Hennessy and Nicholas Hugh.
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
With nearly two decades’ experience delivering tailored, data-driven asset allocation advice and support through a variety of market cycles and economic scenarios, our asset allocation service delivers unique benefits to clients.
For more information about our asset allocation services, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.