An FE fundinfo Company
Designed for the more cost conscious investor, our Essentials portfolios leverage our strong internal capabilities in asset allocation, strategy selection and manager selection. They invest in a combination of active managed funds including lower cost options such as index funds.
Leading the portfolio team for our public menu managed accounts is highly experienced investment professional Steven Tang. He oversees Essentials portfolio implementation, with key roles undertaken by Senior Consultants and 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. The focus of the team is:
monitoring risk: identifying potential areas to address at a Fund and portfolio level through our institutional grade risk reporting
portfolio maintenance: managing operational requirements including managed account implementation, PDS review and rebate administration, and
governance: satisfying platform regulatory requirements at initial portfolio launch and on an ongoing basis.
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.
BPharm, GDipAppFinInv (FINSIA), CFA, CAIA
Steven leads Zenith’s Consulting team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith’s research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.
Steven is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
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.
Managed by our experienced portfolio solutions team who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Our ability to employ lower cost funds for sub-asset classes where out-performance potential is limited.
Leveraging our breadth of internal capabilities but with a cost conscious approach.
Supported by our respected investment research, delivered by our internal research team.
With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
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.