InvestSense believes that prevailing market valuations tend
to be indicative of final outcomes over long-time periods.
By undertaking a forward-looking view of expected returns
and implied risks, InvestSense aims to understand if the
market is sufficiently rewarding investors for the risks they
are undertaking across different asset class.

InvestSense is a portfolio construction and investment
consulting company. The partners at InvestSense have
had extensive experience in financial markets across
institutional and retail investment consulting, portfolio
management and investment research. InvestSense
balances state of the art portfolio management
technology with the investment needs of individuals.
In practice this means using the transparency afforded
by managed account platforms to monitor and manage
risk in minute detail while retaining a high level focus on
meeting the objectives of the underlying investor

Investors who:
• seek a return above inflation but with a low to medium
tolerance for risk and are therefore willing to accept
lower returns for a lower level of risk;
• seek a portfolio diversified across a range of different
asset classes; and
• want a portfolio where the asset allocation is actively
managed based on changes in market valuations.

Asset allocation range (%) Min Target Max

Australian equities: 0 - 13 - 40%
Global equities: 0 - 10 - 40%
Property & infrastructure: 0 - 7 -  40%
Fixed Interest: 0 - 45 - 100%
Alternatives: 0 - 0 - 30%
Cash: 0 - 25 - 100%