We aim to put a price on anything that your clients invest in. That, combined with forward looking scenario analysis, helps us give you a clearly articulated, holistic and defensible rationale for your entire portfolio.
The InvestSense Valuation Dashboard offers a forward-looking, yet disciplined representation of our views and allows us to provide valuation-based asset class assumptions. Asset allocation is managed dynamically to ensure optimal diversification.
The Bespoke Portfolios are purpose-built and tailored to your clients' objectives. We optimise the direct, active and passive combinations of fund managers and we provide statistical analysis of the impact of changes to the portfolios on return outcomes.
We provide tailored investment committee reports on current markets and their future outlook. You will receive customised performance and attribution reports, and personalised client communications and collateral.
The portfolios include a combination of direct holdings, active funds, index funds, SMAs & ETFs. We have an emphasis on finding the right solution for a given market. We can work within your Approved Product List and your platform of choice to create bespoke Portfolios that work for you and your clients.
Level 24, Three International Towers
300 Barangaroo Avenue
Barangaroo NSW 2000