ZENITH INVESTMENT PARTNERS

People & Products

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Funds management

While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to a...

Funds management

Zenith has identified various asset managers which have performed strongly and those which have struggled in the second quarter of this year....

Expert Analysis

Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....

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Financial planning

Financial advisers have been making more of a distinction between accumulation and decumulation portfolios but these approaches are largely ad-hoc with little way of indu...

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Funds management

Zenith Investment Partners has acquired asset allocation specialist, Heuristic Investment Systems, from its management. ...

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Funds management

The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...

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Funds management

Research house, Zenith Investment Partners, has awarded a ‘recommended’ rating to Schroders Global Private Equity fund. ...

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Funds management

The Australian real estate investment trust index lost 16.4% in the 12 months to 31 May, 2020, as people working from home due to the COVID-19 pandemic had a “profound im...

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Funds management

April was a record-breaking month, with 37 placements raising a total of $13 billion, according to Zenith Investment Partners. ...

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Funds management

The claims of ‘flawed’ listed investment companies and listed investment trusts is a failure of selection rather than structure, according to Zenith Investment Partners. ...

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Funds management

The restrictions on travel have dented the performance of global listed infrastructure funds, according to Zenith investment Partners, but greater downside protection mea...

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Funds management

Investors interested in real asset class should know the limitations of this asset class to better exploit growth potential, according to Zenith Investment Partners....

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Funds management

A positive connection between team size and outperformance is not a necessary a linear relationship, according to Zenith Investment Partners....

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MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago