Holistically designed RI managed accounts

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.

Zenith RI Portfolios

Our team

Leading the Portfolio Solutions team for our managed accounts is highly experienced investment professional Steven Tang. He oversees customised RI portfolio implementation , 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 it provides support to  Steven 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.  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.

Steven Tang

Head of Portfolio Solutions

David Wright

Investment Director

Damien Hennessy

Head of Asset Allocation

Dugald Higgins

Head of Responsible Investment & Sustainability

Why choose a Zenith customised RI portfolio?

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.

Tools & insights

Complementary access to Zenith Mosaic

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.

How Zenith Research informs our Managed Accounts

This short video explains how our industry leading research helps inform our managed account offering. 


Find out more

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.