News

To better support your clients wanting retirement planning advice, Zenith Mosaic now incorporates detailed qualitative research and ratings assessment reports on some of the industry’s major super funds.

Despite COVID-19 Delta outbreaks and a wave of new lockdowns in the third quarter of 2021, investor confidence has soared across listed, unlisted and direct property assets, with rising vaccinations, continued fiscal support, and corporate earnings growth accelerating recovery.

FE fundinfo’s acquisition of the Zenith Group will be completed on 9 December 2021 following the recent approval by the Foreign Investment Review Board (FIRB).

Zenith Investment Partners has appointed Scott Garner to the newly created role of senior business development manager. Mr Garner will be based in Sydney and report to head of sales, John Nicoll.

FE fundinfo, a global fund data and technology leader, has acquired Zenith Group (including Zenith Investment Partners and Chant West), a highly regarded research, ratings, managed accounts and adviser technology provider in the APAC region.

With the Your Future, Your Super changes now legislated, the way in which Australians choose their super fund and the way their fund engages with them about performance and fees will change significantly. Join our expert panellists for an informative discussion where they’ll share their unique perspectives on this increasingly important topic.

Zenith Investment Partners has appointed Dugald Higgins to the expanded role of Head of Responsible Investment & Real Assets, to lead the growth of the business’ responsible investment offering and meet increased demand for ESG insights from financial advisers.

Australia’s return to retail stability and sustained confidence in industrial assets in the second quarter of 2021 have led to stronger 12-month returns for unlisted property assets and an impressive turnaround for direct property.

Over the past 10 years active fund managers in Australia have outperformed the S&P/ASX 300 Accumulation Index benchmark by 2.7 per cent during reporting seasons, according to the latest Australian shares large companies sector report from Zenith Investment Partners.

Zenith Investment Partners has launched four new managed portfolio clients on the MyNorth platform and a new client on Macquarie Wrap, furthering the growth of its customised managed account client base amidst increasing adviser demand for managed accounts.

Zenith Investment Partners has completed the full roll-out of its responsible investment (RI) classifications across 878 funds on its Approved Product List.

Zenith Investment Partners has come out on top of Money Management’s 2021 rate-the-raters survey in five out of seven categories, including for its research methodology, personnel quality and the strength of feedback provided to fund managers

Zenith today launched a dedicated rating scale for index funds. In direct response to increased demand for a solution catering for the specific nature of index funds, the Research team has created a tailored process and methodology which adheres to our unique approach to reviewing and rating funds.

Data released by Zenith Investment Partners, Australian Unity, MSCI, the Property Funds Association and the Property Council of Australia shows the country’s listed property funds delivered a strong turnaround in the March quarter. The growth of A-REITs climbed sharply against Australian unlisted retail property and government bond indices, delivering overall 12-month returns of 41.9%.

Zenith Investment Partners has appointed James Curnow to the position of Business Development Manager, responsible for growing the investment consultancy’s managed accounts footprint in NSW and the ACT.

Direct property markets again narrowly held on to positive performance, delivering a total return of 0.1% for the 12 months to 31 December 2020, according to data released by Zenith Investment Partners, MSCI, the Property Funds Association and the Property Council of Australia.

Zenith Investment Partners announces the acquisition of Heuristic Investment Systems from its management.

Zenith has announced the roll-out of the MSCI BarraOne portfolio tool within its consulting business, further enhancing the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients.

Zenith Investment Partners today announced the winners of their annual Fund Awards in an online presentation to the industry. Recognising excellence in funds management across major asset classes and disciplines, the awards acknowledged winners in 22 categories across the sector including Responsible Investments, the Rising Star and the pinnacle of the award categories, Fund Manager of the Year.

The rise of index-based strategies and Exchange Traded Products (ETPs) represents a major shift in markets during the last decade, in tandem with a greater sense of urgency regarding adoption of responsible investing principles.

Zenith is committed to celebrating and acknowledging excellence in funds management.

Zenith has launched its new RI classification system across all rated products to better support advisers when assessing an investment product’s approach to RI.

Leading investment research and consulting house Zenith Investment Partners has made three key hires within its consulting team, supporting the growth of its managed accounts suite and expanding its service delivery for a growing pipeline of clients.

Listen to an intelligent discussion about the drivers behind the rise of alternative real estate with Zenith’s Head of Real Assets and Listed Strategies, Dugald Higgins, and sector lead for Property and Infrastructure, Dan Cave. They share their views on how the global pandemic has muted sector demand, why the rise of alternative real estate is the result of a decade long trend in very strong capital markets, and whether there are valuation opportunities in the current environment.

Steven Tang, Head of Consulting, provides an update on market performance for Q2, 2020.

Register now for our webinar on The Rise of Alternative Real Estate

Bronwen Moncrieff, our GM of Research provides an update on how our Research Team is going in this challenging COVID-19 time.

A further update to our communication on 17 March 2020.

We are committed to maintain our focus on delivering all research and consulting services to our clients and business partners.

We're excited to launch our brand-new Analyse tool. Analyse is our very first interactive report that allows you to conduct a direct comparison of different investment products.

Zenith Investment Partners and Five V Capital announce strategic partnership.

Zenith has acquired New Zealand’s leading research business, FundSource as it expands into offshore markets.