Investment Selection Process-Our Proprietary Mutual Fund Investment Process is designed to provide the adviser with institutional level research cost effectively so you are able to save time to grow your business.
A relationship with Zenith will provide you with a robust screening process for mutual funds as well as capital market insight. The deliverable content will include:
A Zenith Score will be provided for top fund managers as well as bottom performers.
Active vs passive assessment in each asset class. ie. Mutual fund or ETF
Asset class insight with both the pros and cons for your investment committee.
Outsourced CIO to help your investment committee as needed.
This research spans four main areas: equity, fixed income, real return, and alternative strategies
Our fund outlook can be shared with clients to add in-depth commentary on their portfolio.
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