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 are highly experienced investment professionals Steven Tang and Shailesh Jain. Essentials portfolio implementation is overseen by Steven, 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. Lead by James Damicoucas, 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.
Managed by our experienced consulting 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.
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.