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

Asset Allocation Investment Strategy – July 2018

(31 July 2018)

Investment Summary
Markets have become very much focused on the “late” stage of the US cycle with some suggesting the Fed, and the bond market more so, will eventually be surprised by the rise in wages and inflation…

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Heuristics has new client for Bureau Service – Melling Capital Management

(20 November 2017)

Heuristic Investment Systems is pleased to announce that it is working with Melling Capital Management. Heuristics is providing investment strategy and asset allocation recommendations to the Melling Managed Portfolio Service investment committee on a quarterly basis, as well as a range of regular economic, market and asset allocation related reports and chartpacks.