Investment Strategy Bureau service…. access an objective, interactive and tailored investment strategy, Tactical asset allocation & Strategic asset allocation resource, leveraging off the Strategy Engine platform.

Heuristics provides:

  • Tactical and strategic asset allocation
  • Equity sector strategy
  • Interactive strategy sessions
  • Chartpacks and reports
  • Investment committee membership
  • Bespoke projects and ad-hoc access











StrategyEngine… a central repository for all your economic, financial data and non-numerical data.

Your chartpacks, models, proprietary indicators built in the StrategyEngine, watches are updated and monitored as data comes in. Produce reports and present internally and externally your strategy in a more dynamic and interactive setting.

FixedInterestEngine… a portfolio management system designed for the Australian debt market.

A front office system that incorporates portfolio analysis, dealing, administration and compliance. Customisable to meet process and workflow requirements.

Contact Heuristics

For a demonstration of our StrategyEngine platform, to sample the Investment Strategy Bureau Service or trial the FixedInterestEngine.
Ph no: 03 9642 2166

Recent Post

Long term return Projections

(1 December 2015)

We have recently reviewed our Long term capital market return assumptions for the purposes of Strategic Asset Allocation benchmark setting. In this note we provide a very brief overview of…

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Heuristics has new client for Bureau Service

(1 December 2015)

Heuristic Investment Systems is pleased to announce that it is working with Hamilton Wealth Management providing quarterly investment strategy and asset allocation recommendations to the investment committee, a range of regular strategy and AA documents as well as bespoke and ad-hoc support on investment related issues.

Hamilton Wealth Management is a privately owned, boutique private wealth management firm delivering wealth management and financial advisory services to sophisticated individuals, families and not for profit institutions.