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.
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.
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.