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Wind turbines in the middle of the ocean.

Responsible investing

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

The environment, social and governance (ESG) factors of responsible investing

Mike Adsetts (Chief Investment Officer of Momentum Wealth) speaks about responsible investing dos and don’ts and how we integrate ESG factors.

We contribute to a
well-balanced economy

We acknowledge that we are in a privileged position to act as fiduciary to our clients and stakeholders. We consider the environmental, social and governance (ESG) risk of our investments to be relevant to the performance of the overall objective - across all asset classes, sectors, markets and through time.

We are a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.

We uphold the principles of responsible investing

  • We advocate
    We participate in market-related industry events and serve on the responsible investing committee of the Association of Savings and Investments of South Africa (Asisa).
  • We report on progress
    We show you that we take our duty to act in your best interests to heart.
  • We seek disclosure
    We have a register that shows how we engage with companies that we invest in to keep them accountable.
  • We integrate ESG
    We integrate environmental, social and governance factors.
  • We are active owners
    We use our influence to help maintain a well-governed corporate South Africa.
  • We have integrity
    We keep to, and observe all rules and regulations which seek to uphold the Principles of Responsible Investment.

History of proxy voting

To view our proxy voting results, download the relevant PDF file.

Monthly reports

We uphold responsible investment practices

Principles for Responsible Investment logo


We've been a signatory of the United Nations PRI since 2006

ASISA logo.


We serve on the Asisa responsible investing committee

Contact Momentum Responsible Investments

Jana van Rooijen

Office hours are Monday to Friday from 08:00 to 17:00.

Piet van der Merwe

Office hours are Monday to Friday from 08:00 to 17:00.

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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