An FE fundinfo Company
Our customised Responsible Investment (RI) Portfolios combine a focus on RI principles with our strengths in manager selection and asset allocation. These portfolios are designed to reduce exposure to a range of harmful industries while focusing on selecting funds which demonstrate a robust approach to assessing and incorporating responsible investment principles. Where possible, these portfolios invest in managed funds which have a Zenith Responsible Investment classification of either ‘Integrated’, ‘Thematic’ or ‘Impact’, and are constructed with no targeted fee budgets.
Leading the Portfolio Solutions team for our managed accounts are highly experienced investment professionals Steven Tang and Shailesh Jain. The customised RI portfolio implementation is overseen by Steven, with input from the Group’s Responsible Investment Committee (RIC). The RIC is made up of experienced professionals from across our Research, Consulting and Legal teams and supports Steven and Shailesh in the ongoing management of the portfolios. Other key roles such as portfolio rebalancing and reporting are undertaken 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.
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 the CEO and joint founder of Zenith Investment Partners and has overall responsibility for the management of the broader Zenith Group, but 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.
Shailesh has significant financial services and investment markets experienced. Prior to joining Zenith, Shailesh spent over 11 years at Lonsec, where he was most recently Deputy Head of Active Manager Research and Manager, Australian Equities. Shailesh was involved in research effort across a number of sectors, including, Australian equities, global equities, global emerging markets, responsible investment and multi-asset sectors. Prior to joining Lonsec, Shailesh was a Credit Analyst at National Australia Bank.
AdvDipRurBusMgt, BBus & AAICD
Dugald is Head of Responsible Investment & Sustainability for the broader Group. He has overall responsibility for the development and incorporation of key services across Zenith's investment research, consulting, and corporate divisions regarding responsible investment practices and the Group's own activities as a corporate citizen. He is also Chair of Zenith's Responsible Investment Committee.
Dugald has spent more than 20 years in the investment research industry and has expertise across a wide range of asset classes and investment structures. Before joining Zenith, Dugald held a range of senior fund research roles with Property Investment Research and Adviser Edge, focusing on real estate and natural resources.
Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Portfolios leveraging our experienced teams and proprietary tools which deliver RI insights across every fund on our APL, not just 'sustainable' funds.
Supported by consistent and considered portfolio monitoring and rebalancing.
Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Backed by a business committed to considering the interests of all stakeholders across customers, communities, staff and the environment.
As an RI managed account client, you have access to our flagship research and portfolio insights platform, Mosaic, to monitor 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.