Zenith Specialist Portfolios are specifically tailored for Colonial First State platform users. Constructed and managed by our highly experienced portfolio construction team, the portfolios employ the same investment philosophy and portfolio construction methodology used by the team since 2009 for CFS users.
Leading the portfolio team for CFS managed accounts are highly experienced investment professionals Steven Tang and Shailesh Jain. Managed account 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 expert consulting team who have a deep understanding of financial advisers' needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Supported by consistent and considered portfolio monitoring and rebalancing including quarterly investment committee meetings.
Underpinned by our best-of-breed reporting and portfolio dashboards to support your client conversations.
With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
Watch our Meet-the-manager webinar with Chris Shannon, Head of Platforms Distribution at Colonial First State and Zenith's Head of Consulting, Steven Tang, to discover what makes our specialist portfolios unique. This webinar is CPD accredited, once you’ve watched the video, complete the CPD quiz.
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.