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 service offering

Core service offering

  • Quarterly Investment Committee: macro, DAA and markets update
  • Monthly DAA model/investment strategy pack
  • Weekly and monthly market updates and investment bulletins

Additional services

  • SAA and capital markets assumptions annual review
  • Access to macro and markets insights, charts and data as required
  • Access to Zenith’s investment product research and comparison portal, Mosaic

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

Damien Hennessy

Head of Asset Allocation

Why Zenith for asset allocation?

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.

  • Strategic asset allocation from an Australian perspective
  • A long-term asset allocation track record in both SAA and DAA
  • The ability to provide data-driven, objective, interactive and customised asset allocation advice
  • Access to proprietary, tailored economic and DAA indicators
  • Bespoke strategy and project support to meet unique investment needs
  • Access to a wealth of resources and valuable tools to support more detailed investment conversations

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.

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