InvestSense

What valuation methodology do InvestSense use?

We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.

We believe that the market valuation (the price you pay for an investment) really matters. Our valuation-based approach ensures that our investors are sufficiently rewarded for the risks they are undertaking, and our portfolios adjust to market conditions.

The InvestSense Valuation Dashboard is a proprietary valuation tool that offers a forward-looking, yet disciplined representation of our views. It allows us to keep our eye on the opportunities that may currently be out of favour, but offer the prospect of better than average future risk-adjusted returns. Rather than providing a static view of expected returns, the Valuation Dashboard is dynamic and changes as markets change. This means that clients can see what shifts in the markets mean for the projected expectations of their portfolios – in real-time.

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Managed Accounts
Investsense
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InvestSense

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We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More
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August 2, 2024
A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.
Read More
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What are the benefits of Managed Accounts?

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Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More
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Read More
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Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More
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