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.
We can work with your Investment Committee and your existing portfolios to reflect the needs of your clients. We can also develop solutions for your preferred platforms and we provide a range of asset consulting and implemented investment services.
We evaluate each underlying investment on its merits, in isolation and as part of the whole. Where an investment is likely to make a positive contribution, this can be easily judged against its cost. Most investments provide a return for some level of risk. Our approach provides a means for calibrating that and managing client expectations.
Communication with clients is key to a lasting relationship. Information on our portal, our weekly update and discussions with the Investment committee ensure that all financial planners in your network are up to date and can easily articulate the Portfolio inclusions to clients.
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
