Fund research
We have a 17-year track record and one of Australia’s largest teams generating proprietary managed funds research.

Our funds research package serves three primary functions, as shown below.

1. Ratings for investment actions, with supporting research
2. Reports and documents that increase your workflow productivity
3. Research analysis that increases your investment knowledge

It’s a labour-intensive exercise and there are no short cuts in generating qualitative, unbiased research.

We invest heavily in our research talent, information systems and data capabilities. We constantly monitor a global investment universe, collecting data that is not available publicly, and meet with fund managers over 780 times per year to provide you with a refined list of investment choices.

New investment opportunities are continually coming to market and we act swiftly to rate new products to give you an advantage in your investment advice. Our ratings of listed investment companies and exchange traded funds reflects this trend: we have increased coverage significantly to meet increasing adviser demand for more product structures.

Our research is accessed through a yearly annual subscription on our website. A selection of our research is also available via XPlan.

Market research
To keep on top of your clients' investments, you need to keep up-to-date with financial market movements.

We equip you with ongoing expert analysis on general financial market conditions, with asset class performance analysis, long-term return forecasts and current valuation signals.

Our market research is complimentary with every funds research package.

Listed equities
Zenith's equity research offering spans the top 200 ASX-listed companies and draws on the insights and consensus ratings of up to 23 different brokers.

Our Morning Report is delivered each morning to ensure you are kept up to date with local and overnight global financial market movements.

Our listed equities research is offered as a separate optional extra to our basic funds research package.