Site url: https://www.momentum.co.za/momentum/business/institutional-investing
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A business investor leaning against a staircase railing, looking out a glass paneled window.

Institutional investing

We want to help you, to support you in a world with new demands where old answers don’t cut it anymore. We want to be your partner on your investment journey, to empower you with stories to tell, tools to choose the right investments and reporting to keep you in the know. You need someone to help you when you struggle to do the right things, to help you set realistic goals and make the right investments to achieve these goals.

Our outcome-based investing philosophy is to never take shortcuts with short-term solutions for your long-term goals. We help to show you that future goals cannot be achieved by relying on past benchmarks, instead, our investment managers commit to get you to your goals. We believe the science with which we approach investing will propel you on your journey to success, unstoppably.

Our investment solutions and services

Our portfolio solutions

Our portfolio solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.

Tailored solutions

Our institutional investment platform is for investors who prefer customised portfolios. It allows clients to combine and tailor investment portfolios to meet their specific needs.

Corporate wrappers

Get professional, corporate wrapped investment structuring and benefit from reduced and flat management fees, to maximise on your returns.

Our portfolio solutions

Multi-asset-class portfolios

Our multi-asset-class investments have proven track records, and reflect the latest investment thinking to match your investment needs.

Single-asset-class portfolios

You can choose any one or a combination of our single-asset-class portfolios, which consist of our best-of-class investment mandates for each asset class or strategy.

Specialist portfolios

Using our outcome-based investing philosophy our specialist investments cater to a variety of needs and can be used to complete or complement your current investment approach.

Global portfolios

Our global investment management company continues to evolve within an ever-changing investment landscape and focuses on tailored solutions for a diverse client base.

How we approach investing

Wind turbines in the middle of the ocean.

Responsible Investing

Responsible investing is part of our core belief. Sustainable and responsible investment practices are material factors underpinning our long-term success.

A modern office building with curved, abstract grey exterior walls.

Outcome-based investing

We target specific investment returns over chosen periods and we define risk as the likelihood of you not achieving your investment goal.

Transformation

Our Transformation ambition is to be a brand that is authentically transformed for embracing diversity and inclusion. We want every employee to know and feel that they belong, because we believe that employee belonging is true transformational success.

Curved stone staircase.

Momentum Metropolitan groupwide transformation

We embrace diversity and strive to purposefully foster belonging in the workplace. Our goal is to make sure that people of all backgrounds, appearances, identities and abilities get a seat at the table, and that they are seen, heard and feel recognised for their contributions.

Sand dunes in a dessert at dusk.

We are a Level 1 B-BBEE Contributor

We are proud that the Momentum Metropolitan Life is the first major insurance group to reach Level 1 B-BBEE status under the revised Financial Sector Code (FSC).This rating applies to all companies within the group, including the client-facing brands Metropolitan, Momentum, Momentum Multiply (rewards and lifestyle wellness programme), and specialist brands, Guardrisk and Eris Property Group.

Phambili programme

Empowering unemployed youth through access to education, whilst creating a pipeline of talent to be absorbed into the organisation.

Internship programme

We are committed to creating opportunities and developing talent in the investment management industry, and that is why we launched our internship programme called ‘Phambili’.

Close up view of the nautilus shell on the inside.

Bursary programme

The bursary programme feeds into the Phambili internship programme and is aimed at students who want to work within an investment business in the future. The bursary covers full tuition fees, textbooks, and accommodation. After successful graduation, there’s opportunity for the graduates to join Momentum Investments as an intern.

Applications for 2023 are now closed.

Latest events

Wealth Matters

To make investing personal, we want to equip financial advisers with future-proof business solutions that humanise the digital experience and drive us together into the future. Wealth Matters, our not-to-be-missed annual event, will do just that: Harmonise digital solutions and the human touch.

Mindful Moments

Mindful Moments is held twice a year and is tailormade for our business clients. It is designed to give our advisers, consultants and clients insights into best practices when it comes to investing. The content is also relevant to all individual investors and advisers.

Meet the institutional investments team

Through modern financial engineering techniques, our team is able to execute robust outcome-based solutions by blending asset classes and strategies in an optimal manner. Our services include simplifying reporting, cost management and administration to assist in business profitability.

Contact us

General enquiries



Available 24 hours a day, 7 days a week, 365 days a year.

Wayne Dennehy




Business hours are Monday to Friday from 08:00 to 18:00. Saturdays from 08:00 to 13:00. Closed on Sundays and public holidays.

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