InvestSense

What valuation methodology do InvestSense use?

We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.

We believe that the market valuation (the price you pay for an investment) really matters. Our valuation-based approach ensures that our investors are sufficiently rewarded for the risks they are undertaking, and our portfolios adjust to market conditions.

The InvestSense Valuation Dashboard is a proprietary valuation tool that offers a forward-looking, yet disciplined representation of our views. It allows us to keep our eye on the opportunities that may currently be out of favour, but offer the prospect of better than average future risk-adjusted returns. Rather than providing a static view of expected returns, the Valuation Dashboard is dynamic and changes as markets change. This means that clients can see what shifts in the markets mean for the projected expectations of their portfolios – in real-time.

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Managed Accounts
Investsense
Ethical investing
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Read More
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What are the benefits of Managed Accounts?

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Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More
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How do I convert my clients’ portfolios to Managed Accounts?

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Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More
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