Most of our corporate investment solutions are underpinned by our outcome-based investing (OBI) philosophy, which targets a specific return over a chosen period and defines risk as the likelihood of an investment portfolio not delivering on its targeted return. OBI achieves long term results by:
- Reducing the investment risk through high levels of diversification.
- Offering the highest possible inflation-targeting returns, for the lowest possible risk.
- Looking ahead instead of chasing historical returns.
- Putting the client’s investment goals at the centre of the investment process.
Investment solutions for retirement funds
Investment solutions for corporate entities
We offer investment solutions that allow the corporate investor, full management of the term, options and a minimum investment payout. And post-retirement medical liability products, such as the Momentum Customised Annuity Policy, that allow employers to provide their employees and pensioners assistance with long-term medical aid contributions.
Our award-winning Umbrella Funds provide comprehensive and flexible employee pension and provident funds, and group insurance with value-added services and rewards programmes.
Flexible group medical aid solutions for employees, and employee wellness programmes.
Reduce the financial impact of unexpected life-changing events for your employees with group life, funeral, disability and critical illness cover. You can choose the benefits to suit your employees’ needs and protect them financially.