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Zenith Investment Partners purchases FundSource

NZX has sold FundSource New Zealand to leading Australian investment research and investment consultants, Zenith Investment Partners.

David Smythe, Zenith’s co-founder and director, said that FundSource was a well-known and trusted brand in the New Zealand market, providing an ideal pathway for Zenith into the New Zealand market.

Smythe said Zenith is committed to growing the NZ market for funds research and sees a great opportunity to bring together the synergies of a strong brand in the NZ market with the size and scale of Zenith’s Australian operation from a research and analytical perspective.

“We have no immediate plans to change the way FundSource operates,” said Smythe. “FundSource will continue to provide the same excellent service as always. We look forward in time, to enhancing the offering for clients.”


About Us

FundSource is New Zealand's leading investment research house, supplying analysis to financial advisers and fund managers since 1987. FundSource is a well known and trusted brand in the New Zealand market.

FundSource produces quantitative research and offers insightful industry reports which can be subscribed to.

FundSource realises the importance of supporting and praising excellence in the industry, which is why we recognise the achievements made by fund managers with our annual FundSource Awards. FundSource's research is used to judge these prestigious awards.

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Why FundSource?

We have commitment to the quality of our research, its precision and accuracy. This is why the leading financial institutions and advisory groups in New Zealand are using FundSource's research services.

  • FundSource has been researching fund managers since 1987 and holds long standing relationships with key industry players.
  • FundSource is NZ's leading research house, delivering high integrity research services.
  • FundSource employs experienced analysts with extensive industry expertise and knowledge.
  • FundSource is a well known and trusted brand in the New Zealand market, your investors can be confident they are getting an expert and fully independent opinion.
  • Exclusive access to leading national newspapers and media channels, helping raise the profile of your funds.

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What are the benefits of FundSource research?

We produce high quality quantitative research and research reports, which help our clients to:

  • Identify market opportunities
  • Develop targeted plans
  • Stay on top of competitor initiatives
  • Explore demand for new funds
  • Understand the dynamics of the market and identify possible partnerships
  • Provide vital information needed to advise clients

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What are our services?

FundSource research can be accessed through various research services depending on who you are:

For more information please contact us.

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