Zenith Investment Partners is a leading investment research and managed account provider in Australia, with a 20-year track record of delivering premium investment research, fund ratings, and investment portfolio solutions for financial advisers. The company’s qualitative ratings and expert analysis on nearly 1000 investment products empower advisers with a consistently refreshed list of investment opportunities, enabling more informed advice for their clients. Zenith’s managed accounts blend the best of their investment research into portfolios managed on behalf of advisers, simplifying client portfolio management and providing tailored, objective asset allocation strategies.
Founded in 2002, Zenith Investment Partners was established by research professionals with a vision to build a bespoke approach to fund research that empowers advisers to make informed investment decisions for their clients. The company’s core values of integrity, diversity, teamwork, continuous improvement, and commitment to quality drive its mission to support the Australian financial services industry in growing and protecting the financial wellbeing of investors. With a highly regarded, stable in-house research team that meets with fund managers regularly, Zenith ensures advisers have access to a rated and consistently refreshed list of investment options to navigate the ever-changing market.
As part of the global FE fundinfo Group, Zenith Investment Partners offers a range of technology solutions powered by high-quality fund data to meet the evolving needs of financial advisers, fund managers, platforms, fintech partners, and super funds. With over $4 billion in client assets under management, Zenith’s experienced consulting team builds diversified portfolios that undergo constant monitoring to optimize investment outcomes for clients over time. The company’s flagship research and portfolio insights platform, Mosaic, provides in-depth research reports, comprehensive portfolio dashboards, and analysis tools to facilitate constructive client conversations and empower advisers in making sound investment decisions.