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 modest return above inflation but with a medium
tolerance for risk and are therefore willing to accept
some volatility in their portfolio in order to achieve their
long-term objective;
• 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 - 22 - 50%
Global equities: 0 - 19 - 50%
Property & infrastructure: 0 - 9 -  40%
Fixed Interest: 0 - 35 - 80%
Alternatives: 0 - 0 - 30%
Cash: 0 - 15 - 80%