Managed fund investment research - Zenith Investment Partners

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#FFFFFF;">Our Solutions/</h2> <span style="color: #FFFFFF;">Investment Research</span> </div> </div> </section> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable one column grid container"> <div class="column"> <div class="ui Default item"> <h1 style="font-size: 2.25rem;">Comprehensive investment research for Australian financial advisers</h1> <p>Zenith Investment Partners is a trusted leader in investment research, offering financial advisers a competitive edge when it comes to making informed investment decisions. With a deep understanding of the unique needs of the Australian market, we provide a wealth of insights through our market-leading investment research service. Our rigorous research methodology ensures advisers have access to reliable, in-depth ratings and evaluations for over 900 investment products, allowing us to navigate complex market landscapes with confidence.</p> <h2>Tailored, respected managed fund research </h2> <p>Whether you’re exploring opportunities in active funds, index funds or responsible investments, our tailored managed fund research delivers critical insights that align with clients' investment goals. Our dedicated, highly-regarded in-house research team employs a robust, multi-dimensional approach, combining quantitative data with qualitative expertise to evaluate fund performance and strategy. This commitment to excellence ensures financial advisers stay ahead of industry trends and make decisions that drive long-term success.</p> <p>Commencing as a specialist fund research and ratings business in 2002, our deep research expertise and experience enables us to deliver a high conviction, forward-looking Approved Product List (APL) to advisers.</p> </div> </div> </div> </div> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable three column grid container"> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/fa0pfghr/selected-clips_v300_01_33_46still005.png?width=600&height=400&v=1d994935d8d8780"> </div> <div class="content"> <div class="header secondaryForeColor">Research Team</div> <div class="description"> <p>Our people are the engine room of our business – a business distinguished by the quality and stability of our highly experienced, in-house research team.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/research-team/">More info</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/tolol0q3/stairs.png?width=600&height=400&v=1d852cf916ac0b0"> </div> <div class="content"> <div class="header secondaryForeColor">Process & Methodology</div> <div class="description"> <p>Our thorough, rigorous, multi-dimensional research process allows us to monitor a global fund universe, assessing funds on a range of quantitative and qualitative factors.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/process-methodology/">More info</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/mlsk3crf/rating-badge-thumbnail.png?width=600&height=400&v=1d852d049660e90"> </div> <div class="content"> <div class="header secondaryForeColor">Fund Ratings</div> <div class="description"> <p>Our full suite of ratings includes tailored fund ratings for active and index funds across more than 900 investment products.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/fund-ratings/">More info</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/s42fkqbc/calendar.png?width=600&height=400&v=1d852cff83488d0"> </div> <div class="content"> <div class="header secondaryForeColor">Sector Review Calendar</div> <div class="description"> <p>We adhere to a regular, transparent sector review cycle to ensure advisers are on top of the latest asset class information including fund ratings, analysis and trends or issues impacting the sector.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/sector-review-calendar/">More info</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/z2snqwp0/istock-1328819052.jpg?width=600&height=400&v=1d852d0482f6350"> </div> <div class="content"> <div class="header secondaryForeColor">Responsible Investment Framework</div> <div class="description"> <p>Our Responsible Investment (RI) framework provides detailed insights to help advisers navigate ESG considerations with their clients, including tiered RI classifications across our entire APL.

</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/responsible-investment-framework/">More info</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less "> <div class="card "> <div class="image"> <img src="/media/tsdncvif/istock-674963296.png?width=600&height=400&v=1d852d0324ecd50"> </div> <div class="content"> <div class="header secondaryForeColor">Regulatory Guidelines</div> <div class="description"> <p>Our operations and the delivery of our products and services are governed by strict policies and regulatory guidelines.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/investment-research/regulatory-guidelines/">More info</a> </div> </div> </div> </div> </div> </div> </div> <div class="ui section" style="background-color:#f3f3f3;"> <div class="ui stackable two column grid container middle aligned reverse-mobile"> <div class="column"> <div class="ui Vertical Alligned item"> <h2 class="primaryForeColor">Why Zenith Research?</h2> <ul style="padding-left: 1.5rem;"> <li style="padding-bottom: 1rem;">Dedicated, stable and highly experienced internal research team</li> <li style="padding-bottom: 1rem;">High conviction ratings across our global investment universe</li> <li style="padding-bottom: 1rem;">Robust and multi-dimensional fund research process</li> <li>Deep understanding of adviser needs which is central to the design of our research offering</li> </ul> </div> </div> </div> </div> <div class="ui section" style="background-color:#ffffff;"> <div class="ui stackable one column grid container"> <div class="column"> <div class="ui item"> <h2>Our Research Packages</h2> <p>Our research is available to financial advisers through an annual subscription to <a href="/our-solutions/zenith-mosaic/" title="Zenith Mosaic">Zenith Mosaic </a> and includes access to research alerts, sector reviews, monthly and quarterly market reports, and expert insights on market themes, trends, products and portfolios.</p> </div> </div> <div class="column"> <div class="ui stackable grid"> <div class="sixteen column wide"> <div class="ui stackable five cards subscriptions centered "> <div class="card"> <div style="background-color: #778186;color: #ffffff" class="head content"> <div class="card-header"><h3>Silver</h3></div> </div> <div class="content silver body"> <div class="description"> <p></p> </div> <div class="description"> <div class="ui relaxed divided list"> <p><strong>Product research</strong></p> <ol> <li>Approved product list with ratings</li> <li>Product assessment reports</li> <li>Product profiles for SoA</li> <li>Monthly product performance reports</li> </ol> <p> </p> <p><strong>Chant West superannuation research</strong></p> <ol> <li>Qualitative assessment of superannuation investments</li> </ol> <ul> <li>Expanded list of over 1,000 investment options</li> <li>Addition of over 120 super and pension funds</li> <li>Access to super reports and PDS documents</li> <li>Include super investments into portfolio builder</li> <li>Compare and Analyse super investment options</li> </ul> <p> </p> <p><strong>Insights</strong></p> <ol> <li>Research alerts</li> <li>Monthly and quarterly market updates</li> <li>Quarterly asset class forecasts</li> </ol> <p> </p> <p><strong>Analyse Tools</strong></p> <ol> <li> <p>Fund analytics and performance comparisons</p> </li> </ol> <p> </p> <p><strong>Portfolio Builder</strong></p> <ul> <li>One set of model portfolios</li> <li>Monthly client reporting</li> <li>Monthly adviser portfolio reporting</li> <li>Portfolio Builder tool</li> <li>Analytics and look-through</li> </ul> <p> </p> <p><strong>Equities</strong></p> <ul> <li> <p>Stock profiles – consensus ASX200</p> </li> </ul> <p> </p> <p> </p> <p> </p> </div> </div> </div> </div> <div class="card"> <div style="background-color: #778186;color: #ffffff" class="head content"> <div class="card-header"><h3>Silver</h3> <p>+ Portfolio Builder</p></div> </div> <div class="content silver + portfolio builder body"> <div class="description"> <p></p> </div> <div class="description"> <div class="ui relaxed divided list"> <p><strong>Product research</strong></p> <ol> <li>Approved product list with ratings</li> <li>Product assessment reports</li> <li>Product profiles for SoA</li> <li>Monthly product performance reports</li> </ol> <p> </p> <p><strong>Chant West superannuation research</strong></p> <ol> <li>Qualitative assessment of superannuation investments</li> </ol> <ul> <li>Expanded list of over 1,000 investment options</li> <li>Addition of over 120 super and pension funds</li> <li>Access to super reports and PDS documents</li> <li>Include super investments into portfolio builder</li> <li>Compare and Analyse super investment options</li> </ul> <p> </p> <p><strong>Insights</strong></p> <ol> <li>Research alerts</li> <li>Monthly and quarterly market updates</li> <li>Quarterly asset class forecasts</li> </ol> <p> </p> <p><strong>Analyse Tools</strong></p> <ol> <li> <p>Fund analytics and performance comparisons</p> </li> </ol> <p> </p> <p><strong>Portfolio Builder</strong></p> <ol> <li>One set of model portfolios</li> <li>Monthly client reporting</li> <li>Monthly adviser portfolio reporting</li> <li>Portfolio Builder tool</li> <li>Analytics and look-through</li> </ol> <p> </p> <p><strong>Equities</strong></p> <ul> <li> <p>Stock profiles – consensus ASX200</p> </li> </ul> <p> </p> </div> </div> </div> </div> <div class="card"> <div style="background-color: #778186;color: #ffffff" class="head content"> <div class="card-header"><h3>Silver</h3> <p>+ Equities</p></div> </div> <div class="content silver + equities body"> <div class="description"> <p></p> </div> <div class="description"> <div class="ui relaxed divided list"> <p><strong>Product research</strong></p> <ol> <li>Approved product list with ratings</li> <li>Product assessment reports</li> <li>Product profiles for SoA</li> <li>Monthly product performance reports</li> </ol> <p> </p> <p><strong>Chant West superannuation research</strong></p> <ol> <li>Qualitative assessment of superannuation investments</li> </ol> <ul> <li>Expanded list of over 1,000 investment options</li> <li>Addition of over 120 super and pension funds</li> <li>Access to super reports and PDS documents</li> <li>Include super investments into portfolio builder</li> <li>Compare and Analyse super investment options</li> </ul> <p> </p> <p><strong>Insights</strong></p> <ol> <li>Research alerts</li> <li>Monthly and quarterly market updates</li> <li>Quarterly asset class forecasts</li> </ol> <p> </p> <p><strong>Analyse Tools</strong></p> <ol> <li> <p>Fund analytics and performance comparisons</p> </li> </ol> <p> </p> <p><strong>Portfolio Builder</strong></p> <ul> <li>One set of model portfolios</li> <li>Monthly client reporting</li> <li>Monthly adviser portfolio reporting</li> <li>Portfolio Builder tool</li> <li>Analytics and look-through</li> </ul> <p> </p> <p><strong>Equities</strong></p> <ol> <li> <p>Stock profiles – consensus ASX200</p> </li> </ol> <p> </p> </div> </div> </div> </div> <div class="card"> <div style="background-color: #778186;color: #ffffff" class="head content"> <div class="card-header"><h3>Silver</h3> <p>+ Super</p></div> </div> <div class="content silver + super body"> <div class="description"> <p></p> </div> <div class="description"> <div class="ui relaxed divided list"> <p><strong>Product research</strong></p> <ol> <li>Approved product list with ratings</li> <li>Product assessment reports</li> <li>Product profiles for SoA</li> <li>Monthly product performance reports</li> </ol> <p> </p> <p><strong>Chant West superannuation research</strong></p> <ol> <li>Qualitative assessment of superannuation investments</li> <li>Expanded list of over 1,000 investment options</li> <li>Addition of over 120 super and pension funds</li> <li>Access to super reports and PDS documents</li> <li>Include super investments into portfolio builder</li> <li>Compare and Analyse super investment options</li> </ol> <p> </p> <p><strong>Insights</strong></p> <ol> <li>Research alerts</li> <li>Monthly and quarterly market updates</li> <li>Quarterly asset class forecasts</li> </ol> <p> </p> <p><strong>Analyse Tools</strong></p> <ol> <li> <p>Fund analytics and performance comparisons</p> </li> </ol> <p> </p> <p><strong>Portfolio Builder</strong></p> <ul> <li>One set of model portfolios</li> <li>Monthly client reporting</li> <li>Monthly adviser portfolio reporting</li> <li>Portfolio Builder tool</li> <li>Analytics and look-through</li> </ul> <p> </p> <p><strong>Equities</strong></p> <ul> <li> <p>Stock profiles – consensus ASX200</p> </li> </ul> <p> </p> </div> </div> </div> </div> <div class="card"> <div style="background-color: #c9a956;color: #ffffff" class="head content"> <div class="card-header"><h3>Gold</h3></div> </div> <div class="content gold body"> <div class="description"> <p></p> </div> <div class="description"> <div class="ui relaxed divided list"> <p><strong>Product research</strong></p> <ol> <li>Approved product list with ratings</li> <li>Product assessment reports</li> <li>Product profiles for SoA</li> <li>Monthly product performance reports</li> </ol> <p> </p> <p><strong>Chant West superannuation research</strong></p> <ol> <li>Qualitative assessment of superannuation investments</li> <li>Expanded list of over 1,000 investment options</li> <li>Addition of over 120 super and pension funds</li> <li>Access to super reports and PDS documents</li> <li>Include super investments into portfolio builder</li> <li>Compare and Analyse super investment options</li> </ol> <p> </p> <p><strong>Insights</strong></p> <ol> <li>Research alerts</li> <li>Monthly and quarterly market updates</li> <li>Quarterly asset class forecasts</li> </ol> <p> </p> <p><strong>Analyse Tools</strong></p> <ol> <li> <p>Fund analytics and performance comparisons</p> </li> </ol> <p> </p> <p><strong>Portfolio Builder</strong></p> <ol> <li>One set of model portfolios</li> <li>Monthly client reporting</li> <li>Monthly adviser portfolio reporting</li> <li>Portfolio Builder tool</li> <li>Analytics and look-through</li> </ol> <p> </p> <p><strong>Equities</strong></p> <ol> <li> <p>Stock profiles – consensus ASX200</p> </li> </ol> <p> </p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="ui section" style="background-color:#f3f3f3;"> <div class="ui stackable one column grid container middle aligned reverse-mobile"> <div class="column"> <div class="ui Vertical Alligned item"> <h2 class="ui darkForeColor caption" style="text-align: center;">Find out more</h2> <h3 style="text-align: center;">Speak to our BDMs</h3> <p style="text-align: center;">For more information about our investment research offering or to request a free 7-day trial of our flagship research and portfolio insights platform, Mosaic, please contact a member of our <a href="/contact-us/" title="Contact Us">sales team</a> or 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