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Adviser Resources

Market Insights

Markets Await Policy Clarity as Trump Takes Office

January 22, 2025
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A Shifting Landscape: Navigating the End of U.S. Exceptionalism and Global Credit Booms

January 22, 2025
Economist Andrew Hunt joins Director Jonathan Ramsay to assess the risks and opportunities that may arise from these changing dynamics—and what investors should be watching in the months ahead.
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Markets Volatile as Trump Inauguration Approaches

January 16, 2025
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2024: A Year of U.S. Exceptionalism and Diverging Global Markets

January 16, 2025
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2025 Outlook: Balancing Consensus, Less Consensus, and Contrarian Views

January 16, 2025
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Turning Market Mood Swings into Opportunity

January 16, 2025
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Markets Await Policy Clarity as Trump Takes Office

January 22, 2025
Read More

A Shifting Landscape: Navigating the End of U.S. Exceptionalism and Global Credit Booms

January 22, 2025
Economist Andrew Hunt joins Director Jonathan Ramsay to assess the risks and opportunities that may arise from these changing dynamics—and what investors should be watching in the months ahead.
Read More

Markets Volatile as Trump Inauguration Approaches

January 16, 2025
Read More

2024: A Year of U.S. Exceptionalism and Diverging Global Markets

January 16, 2025
Read More

2025 Outlook: Balancing Consensus, Less Consensus, and Contrarian Views

January 16, 2025
Read More

Turning Market Mood Swings into Opportunity

January 16, 2025
Read More
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Adviser Brochures

InvestSense Diversified Portfolios on North

The AMP North Platform has a range of InvestSense diversified portfolios to suit investors' needs. There are the Multi-Asset Portfolios which include a mix of ETFs, direct shares and Managed Funds. There are also the Diversified Portfolios that include ETFs and Managed Funds only.

InvestSense Better World Portfolios on Praemium

InvestSense has a range of socially responsible Managed Account Portfolios available on Praemium.

InvestSense Diversified Portfolios on BT Panorama

The InvestSense Diversified Portfolios available on BT Panorama include a range of Portfolios suitable to different investor risk profiles.

Investsense podcast

InvestSense Podcast

On our Podcast we regularly discuss and share information regarding current market conditions, investment solutions and industry trends.

If you want to stay up to date and get the latest industry news and updates, don't miss out on our Podcasts.

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Black and white image of a headphone representing the InvestSense podcast.
Image of a headphone representing the InvestSense podcast.
S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations

It was an up and down week for markets after a strong finish the prior week. Markets ended slightly up but the Fed pushed back on imminent rate cuts, putting some pressure on markets. However, positive earnings results overcame that and the US market hit new highs.

U.S. Jobs Report Sparks Market Shift

Amid a mixed bag of US corporate earnings and a strong jobs report fueling rate hike expectations, global markets face contrasting fortunes, highlighting the complexity of forecasting economic trends in a time of technological growth and geopolitical uncertainty.

Global Equities Surge on Hopes of Economic Stimulus

Investor Resources

Investor Insights

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Investor Brochures

WHY MANAGED ACCOUNTS

Managed Accounts are an investment solution that combines Managed Funds, ETFs and direct shares into a professionally managed portfolio that is monitored and optimised in real time.

INVESTING FOR A BETTER WORLD

Ethical responsible investing describes an investment approach that aims to select companies that have some form of ethical bias. These days, it is a sophisticated approach to investing which takes into account many different criteria.

faqs

Explore some common questions asked by investors and advisers...

Why do InvestSense Portfolios have CPI+ objectives?

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.
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What filters are used in the InvestSense ethical investment process?

InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
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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.
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What is the InvestSense investment process?

We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More

How do I convert my clients’ portfolios to Managed Accounts?

Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
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What are the benefits of Managed Accounts?

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

How do I convert my clients’ portfolios to Managed Accounts?

August 2, 2024
Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More

What are the benefits of Managed Accounts?

August 2, 2024
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

What is a Managed Account?

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

Why do InvestSense Portfolios have CPI+ objectives?

September 23, 2024
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

What valuation methodology do InvestSense use?

August 2, 2024
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What is the InvestSense investment process?

August 2, 2024
We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More

What filters are used in the InvestSense ethical investment process?

August 2, 2024
InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
Read More

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