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page.keywordsInvestments, Savings, Savings plan, Saving for retirement, Discretionary fund management, Investment portfolio

Investing made easy with our investment platform

Our institutional investment platform is for investors who prefer to design customised investment portfolios. Through our platform, institutional clients can construct and tailor portfolios to suit their needs. We understand that you often have unique investment goals and objectives. Our experienced team, state-of-the-art systems and robust governance structure enables us to construct world-class bespoke investment portfolios.

Our global reach

We offer access to more than 60 local and global investment managers as well as more than 200 unique investment mandates, spanning traditional and niche asset classes. We can expand our offering, should you want access to additional investment mandates and/or managers.

The benefits of using our investment platform

Our investment platform condenses all our key strengths into a single solution from start to finish. You can leverage off our operating model and gain access to the following:

Investment managers

A wide range of investment managers and mandates at negotiated institutional fees.

Highly experienced team

A staff complement of more than 200 specialists and support staff, who are highly experienced across the full range of investment disciplines.

State-of-the-art systems

World-class technology systems and infrastructure, where we combine best-of-class, off-the-shelf systems with proprietary software, to ensure fit-for-purpose technology and digital solutions.

Market-leading governance and oversight

An exceptionally strong governance, compliance and oversight framework.

Why choose our investment platform?

Our goal is to offer our clients the best possible value for money. We have more than R300 billion in assets managed and administered on our institutional platform. We offer clients the peace of mind which comes with partnering with a large listed insurance company and we couple this with unparalleled flexibility to make sure your specific requirements are met.

Our capabilities include

  • Daily unitisation services and pricing of portfolios
  • Cash flow management with optimised rebalancing
  • Monitoring of management and performance fees charged by investment managers
  • Legal services, including review and/or assistance with contracting with investment managers, clients and third parties
  • Risk services which include investment and operational due diligences on service providers, where required
  • Dedicated client support team
  • Statutory functions in terms of finance, governance, licensing, etc.
  • Reviews on asset liability modelling
  • Portfolio management, where applicable
  • Transition management
  • Technical investment relationship management

The reporting we provide includes

  • Consolidated investment administration reporting
  • Consolidated financial accounting information
  • Comprehensive report pack at client financial year ends to enable annual external audit
  • Quarterly regulatory and investment compliance reporting across various regulated licenses, for example Regulation 28 and Sarb reporting
  • Detailed fee validation and reporting including total expense ratio and total investment costs
  • Monthly fact sheets
  • Investment return reporting and risk analysis reporting
  • Online transactional and web- based client reporting on
  • Banking services and reconciliations

Meet the team

Diwan Pienaar

Head: Institutional Investment Platform

BCom(Acc), CFA

Industry experience: 13 years

Tracey Esslemont

Senior Client Fund Manager


Industry experience: 18 years

For advisers and individuals

Financial advisers

You're a financial adviser, looking for practical tools, insights and customised solutions to help you meet and address your clients' financial needs and goals effectively.

Investments for Individuals

You're a new or existing investor looking to start or view your portfolio. Or, for expert advice on how to structure your portfolio for maximum growth.

Want to know more?

Download the Investments for Businesses brochure.

Contact us

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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