Financial advisers will be able to review the expected risk and returns of all major asset classes with the release of a new quarterly report by consulting firm InvestSense.
InvestSense – established by former van Eyk executives in October 2014 – has launched its first ValueSense Report (VSR) aimed at assisting financial advisers in reviewing expected risk and returns across major asset classes.
According to the consulting firm, the report also acts as a reference guide for market and economic indicators and their relevance to investment outcomes.
InvestSense director Fil Andronaco said the firm decided to focus its analysis on long-term, slow-moving, valuation-based projections and work back from there.
“The result is a three-tiered approach that is reflected in the VSR’s three sections,” Mr Andronaco said.
“The Valuation Dashboard provides an objective, long-term estimate of expected returns, the second section delves into medium-term themes that could affect these estimates.
“Finally, the Economic Summary looks at short-term indicators that tend to be quickly discounted by markets,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 10:20Beacon advisers held ‘ransom’ while IIOF money remains missingBy James Mitchell
- 19 Sep 2018Linchpin funded advice business in liquidationBy James Mitchell
- 19 Sep 2018McMaster: Where was ASIC on Beacon, CBA and AMP?By James Mitchell
- 18 Sep 2018Peter Kell resigns as deputy chair of ASICBy Eliot Hastie
- 18 Sep 2018Two former Macquarie advisers given 10-year banBy Adrian Flores
- 19 Sep 2018Raiz addresses Millennial advice gap with chatbotBy Reporter
- view all