Chief Investment Officer-We will serve as an integral part of your investment team continually enhancing your process while delivering high caliber research to allow you to build your firm and to best serve your clients. Risk control is very important at Zenith and we bring that focus to your firm's unique profile to help mitigate your market and business risk.
A relationship with Zenith will provide you with a trusted advisor that will provide substantial input into your firm's process. The deliverable content will include:
Written Customized Firm Investment Process including review schedule
Well defined strategic and tactical models with ranges and weightings
Asset class selection criteria
Define your firm’s process is unique
Strategic and tactical research that spans five main areas: macroeconomic, equity, fixed income, real return, and alternative strategies
Quarterly Macro outlook that can be shared with clients under your name
Quarterly tactical model updates with written rationale including asset class outlook, valuation and directional trade recommendations
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