InvestSense Multi-Asset Portfolios

• Offer 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.

• Utilise a combination of direct, active and passive exposures.

Bespoke Investment Solutions

• Designed specifically for the requirements of your clients

• Operating within your dynamic asset allocation ranges and risk parameters

• Help achieve your investment objectives.

• Utilising a mix of direct, active and passive investments that you are comfortable with at a price point that suits your clients

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.

The InvestSense Multi-Asset Portfolios bring investment opportunities to independent advisers and their clients. We utilise 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 utilise a combination of direct securities, 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

• Aim to seek the right balance between an appropriate level of fees and optimal portfolio construction.

• Frequency of changes (and transaction costs) minimised.

• Extensive holdings-based monitoring that identifies where components of the portfolio may be exposed to certain factors.

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.

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.