We Know Investments - It’s in Our Name
Our unique InvestSense “3 Baskets” approach selects from a broader range and type of assets, providing opportunities for reduced risks, lower costs and expected returns.
Our insights-based valuation and outcome approach to investments considers a more diversified range of possibilities and is forward-looking.
We further provide Advisers with ongoing opportunities to engage with their clients through our Client Engagement Program. In doing so, we share the tools and resources needed to provide the most collaborative, proactive and diversified approach to investments.
InvestSense Multi-asset Portfolios
Accessible multi-asset portfolios across all risk profiles.
Supported by extensive client engagement material on our dedicated Adviser Communication Portal.
Available on a range of leading managed account platforms.
Target CPI+ objectives. Utilize a combination of direct shares, active and passive exposures through ETF’s and Managed Funds.
Bespoke Investment Solutions
Designed specifically for the requirements of your clients.
Operating within your dynamic asset allocation ranges and risk parameters.
Align with your investment philosophy.
Utilizing a mix of direct shares, active and passive exposures through ETF’s and Managed Funds that you are comfortable with at a price point that suits your clients.
InvestSense Better World Portfolios
Ethically screened direct Australian equities.
Combined with a selection of leading investment managers and exchange traded funds that focus on Ethical, Sustainability and Impact investing.
Four portfolios to choose from.
Investments that align to client’s ethical values.
INVESTSENSE MULTI-ASSET PORTFOLIOS
InvestSense constructs and manages portfolios utilising only quality holdings, in-depth risk evaluation, and optimal levels of diversification.
The InvestSense Multi-Asset Portfolios offer active yet cost-effective portfolio management that offers clients total portfolio transparency and accessibility.
We bring investment opportunities to independent advisers and their clients. We utilize the latest managed account platform technology that enables more efficient implementation and more tax efficient outcomes for our partners. They provide you and your clients with a cost effective solution that helps you reach your firm’s investment objectives.
We employ a dynamic asset allocation approach to managing the InvestSense Multi-Asset Portfolios and utilize a combination of direct shares, active and passive managed funds, and ETFs.
Quality Holdings
Aim to improve expected returns through qualitative manager & security selection.
Ongoing assessment and re-evaluation of portfolio holdings.
Holdings-based look-through of the portfolios at a given point in time to determine how underlying constituents are likely to perform.
In-Depth Risk Evaluation
Estimates of expected returns of individual assets.
‘Worst case scenario’ analysis of underlying portfolio constituents.
Risk dynamically evaluated in respect to individual portfolio objectives.
Optimal Levels Of Diversification
We aim to seek the right balance between an appropriate level of fees and optimal portfolio construction.
Frequency of changes (and transaction costs) minimized.
Extensive holdings-based monitoring that identifies where components of the portfolio may be exposed to certain factors.
Platform Availability
BESPOKE INVESTMENT SOLUTIONS
Our valuation based process is the unique mechanism that allows us to create a bespoke investment process for each of our partners so that they have a differentiated offering that feels exactly right for their clients.
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 an existing portfolio of shares, ETFs, funds and pretty much any other investment, making like-for-like comparisons without dogmatic bias.
We can make adjustments to allow for the differing views of a particular investment committee when required and thereby help build a substantiated consensus in a group discussion.
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.
Client communication can be tailored for the varied needs and backgrounds of individual clients.
We can build portfolios on your platform of choice
We provide a range of asset consulting and implemented investment services. The list below outlines the type of services InvestSense provides.
Market Valuation and Asset Allocation
Dynamic and proactive investment recommendations.
Client-friendly valuation dashboard highlighting projected returns and potential loss for each asset class.
Tailored investment committee reports on markets and future outlook.
Portfolio Construction and Implementation
Purpose-built portfolios tailored to your firm’s/client’s objectives.
Optimisation of direct, active and passive combinations.
Statistical portrayal of portfolio changes’ impact on clients.
Implementation and communication of portfolio changes.
Dynamic Monitoring and Reporting
Customised performance and attribution reports.
Client communication and personalised collateral.
Ongoing monitoring and recommendations.
Ongoing portfolio health-checks.
Security & Manager Selection
Independent and fundamental views formulated through holdings-based analysis.
Emphasis on finding the right solution for a given market.
Approved Product List management.
A combination of direct holdings, active funds, index funds, SMAs & ETFs.