The Elite Blends portfolios are our premium public menu managed account solution, leveraging our full internal capabilities in asset allocation, strategy selection and manager selection. These portfolios invest in actively managed funds and are constructed with no targeted fee budgets. They're objective driven through all markets and investment timeframes and have consistently delivered above-average risk-adjusted returns since inception.
Leading the portfolio team for our public menu managed accounts are highly experienced investment professionals Steven Tang and Shailesh Jain. Elite Blends portfolio implementation is overseen by Steven, assisted by members of our portfolio support, data and administration teams.
Given the continued growth and scale of our managed accounts offering, we've established a dedicated Investment Risk and Governance function which is responsible for all activities related to managed account risk analysis and operations. Lead by James Damicoucas, the focus of the team is:
This function provides our clients with the peace of mind that portfolio risks are reviewed regularly, and governance and regulatory requirements are being monitored by a focused, experienced team, which ultimately delivers more efficient portfolio management to our clients.
Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Enjoy consistently monitored portfolio performance and rebalancing.
Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.
With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
This short video explains how our industry leading research helps inform our managed account offering.
For more information about our managed account solutions, please submit an enquiry and one of our team members will be in touch with you shortly.