Fund managers rank Zenith as top research house: Peter Lee Associates Survey 


David Wright

A survey of 28 Australian equity fund managers conducted by independent research consultant Peter Lee Associates has ranked Zenith at number one with the highest ‘Research Relationship Strength Index’.

The 2018 survey asked participants to rank their perceptions and capabilities of the manager research firms they interact with.

The ‘Research Relationship Strength Index’ is a metric that combines feedback across a set of evaluations to provide a single measure of relationship quality. The evaluations include: research house capabilities, team stability, credibility, depth of coverage, least conflicted, quality of interactions and other measures.

Zenith achieved the highest Index score of 599 (ranking effectively =1st amongst the 6 firms evaluated). This is also a 41 point increase on last year’s score.

Zenith scored particularly high among larger fund managers with over $5 billion under management, with the research consultant recognised for: undertaking the most thorough research, most independent reports, most stable research team, quality of interactions and most prepared.

Zenith Managing Partner David Wright said “we are delighted with the recognition of our research capability with fund managers. We believe the ability to deliver best practice research and managed accounts to advice practices all starts from having high creditability on our research process and constructive engagement with our rated fund managers.”

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