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. 

Investors who:
• seek a high return above inflation but with a high
` tolerance for risk and are therefore willing to accept
a high degree of 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.

The portfolio does not have a pre-defined asset allocation,
instead InvestSense employs an objective based approach
which aims to determine the appropriate mix of asset
classes that is likely to achieve the stated objective while
minimising the level of risk. As investment markets fluctuate and therefore expected returns change, InvestSense
alters the asset allocation accordingly.
The portfolio manager’s strategy is relatively unconstrained
and there may be times when the actual asset allocation
will deviate significantly from the expected long term
average position.

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.

The investment objective is to achieve a return of CPI +4%
per annum over the long-term by investing in a diverse mix
of asset classes including Australian equities, international
equities, property, infrastructure, alternatives, fixed interest
and cash.