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 team

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, Heuristics Investment Systems, which was the brainchild of Damien Hennessy and Nicholas Hugh.

Why Zenith for asset allocation?

  • A wealth of experience managing portfolios for Australian advisers and institutional clients
  • Our proprietary macro market and DAA expertise
  • Expert strategic asset allocation from an Australian perspective
  • Our ‘best of breed’ reporting suite
  • Underpinned by our in-house investment research which identifies the highest quality exposures to express our asset allocation views

Find out more

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.