At InvestSense we construct and manage cost-effective investment solutions that offer our partners the comfort and control of total portfolio transparency and accessibility.

InvestSense is a portfolio management and investment consultancy founded in 2014. The investment team have extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research and have worked together since 2012.

InvestSense specialises in delivering client friendly, outcome-based portfolio solutions using managed account technology.

InvestSense prides itself on providing easy-to-understand information to investors so that they remain informed about their portfolios.

1. Price Sensitive

We believe that market valuations (the price you pay for investment) really matter. That means our ‘valuation based approach’ ensures that your clients are sufficiently rewarded for the risks they are undertaking.

2. Forward Looking

Too often the financial services industry focuses on past outcomes without trying to understand how the future might be different from the past. InvestSense believes that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and also tells you something about the implied risks in the market. This can mean at times making decisions that are contrarian in nature.

3. Transparent

We believe that any investment proposition needs to be clearly articulated to clients so that they can be appropriately informed and be a part of the decision making process. Clients who are educated and prepared for the likely outcomes under different scenarios are more likely to make sensible decisions in extreme market events and are less likely to ‘blame’ their adviser for those outcomes.

We’re at a time and place where being an experienced yet nimble team is a necessary condition of product innovation.

The financial services industry is in a state of change, propelled in our view by four key drivers: demographics, markets, legislation and technology. This is very similar to the situation in the period that followed 2002 and the Financial Services Reform. Just as there was then, there will be winners and losers.

We are using new managed account technologies to build compliant, client centric and market aware solutions for a population facing new challenges - from millennial angst about the future to the ‘middle class squeeze’ to retirement funding.

We can see a way forward for advisers to deliver transparent, scalable, value for money investment advice to their clients.