『The Investment Researcher’s Podcast』のカバーアート

The Investment Researcher’s Podcast

The Investment Researcher’s Podcast

著者: theinvestmentresearcher
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Brought to you by Zenith Investment Partners, The Investment Researcher goes beyond the benchmark to bring financial advisers the thinking behind the research.

Each episode, Zenith's investment analysts unpack the themes shaping investment markets, drawing on insights from more than 750 fund manager meetings a year and ratings across over 1,000 investment products. Most people talk about markets. We talk to the people who run them, and bring that access straight to you.

Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). To the extent that any content of this website constitutes advice, it is General Advice for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. It is not a specific recommendation to purchase, sell or hold any financial product(s) and the contents of this website is subject to change or withdrawal without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website and its contents is subject to copyright and may not be reproduced or distributed without the consent of the copyright owner. This website and its contents has been prepared in good faith and is believed to be reliable, but its completeness and accuracy is not guaranteed. Zenith accepts no liability for any errors or omissions, whether direct or indirect, arising from the use of information contained on this website. Past performance is not an indication of future performance.

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  • AI in funds management: Hype vs reality and what advisers should know
    2026/08/18

    In the first episode of The Investment Researcher, Zenith Investment Partners' Ethan Spiegel (Senior Investment Analyst) and Bradley Antman (Investment Analyst) in our Growth Team look past the hype to explain how investment managers are really using AI, drawing on conversations across the roughly 650 Australian equity, global equity, listed infrastructure and listed property funds and ETFs they cover.

    They walk through six ways AI is showing up in investment processes today, from drafting and document summarisation through to signal testing in quantitative strategies, and explain why fundamental and quantitative managers are applying the technology so differently. They also take on the question advisers most want answered: is AI generating returns, or mostly making research and operations faster? Plus, how Zenith tests managers on AI during due diligence, and what advisers should be asking their own managers about tooling, proprietary insight and team composition.

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    28 分
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