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A side view of a curving building with parallelogram-shaped framed glass reflecting the afternoon light. There are people walking towards the building.

Discretionary Fund Management (DFM)

Momentum Investment Consulting (MIC) offers you discretionary fund investment management services and solutions to help your clients achieve their defined investment goals through personalised model portfolios.

  • A holistic investment value proposition aligned to your financial advice process.
  • Cost-efficient model portfolios
  • Portfolios available on the linked investment service provider (Lisp) platform of your choice.
  • Simple and effective administration and reporting.

Our purpose

To create customised investment management solutions for your clients’ unique needs by offering discretionary portfolio management aligned to specific investment objectives.

Our philosophy

A multi-edged glass building reflecting the blue sky.

Outcome-based investing

We believe that the best way to achieve your clients' investment goals is through outcome-based or goal-based investing and by keeping them invested. It's about constructing investment solutions that are capable of meeting investors' needs and placing their needs at the centre of the investment process.

A curved investment building with a white woven-shaped steel structure wall and a blue sky in the backdrop.

Prioritising clients' investment goals

Our investment solutions aim to achieve the desired outcomes and increase the probability of delivering the portfolio’s objective with asset allocation being the cornerstone of this philosophy. We take all considerations into account – from asset allocation, mandate design and risk management - all aimed at achieving your clients’ goals.


Discretionary fund management capability


In a market preparing for the Retail Distribution Review regulatory framework, our DFM investment services are available to category I and category II financial service providers in South Africa.

Category I
financial services provider

Appoint us as your DFM to construct and manage a range of portfolios for you.

Category II
financial services provider

Appoint us to provide advice on your portfolios managed on your mandate.
Or
Appoint us to manage your portfolios on our mandate.

You can elect to use our full range of services, or only those you deem necessary in your advice process, which includes asset allocation, fund research, selection of investment managers, portfolio construction, attribution and customised reporting.

A side view of a multi-story white building with balconies.

Investment management services

Our business investment management service allows us to unlock efficiencies in an adviser’s business through our extensive multi-mandate experience and access to focussed investment expertise and technology.

This allows us to react quickly to market changes and leverage opportunities capable of meeting your client’s investment objectives.

A flower-shaped view of a glass ceiling with white steel beams holding the structure.

Investment management solutions

Solutions can be implemented either through a model portfolio or a fund-of-funds structure. In consultation with you, we will identify the most appropriate solution for your business and your clients. When designing a range of portfolios most suited to your business and your clients, we consider:

  • Diversification across asset classes.
  • Optimal blend of investment strategies.
  • Active compared to passive solutions.
  • Blending best-of-class and boutique investment managers.
  • Specialist building blocks or multi-asset-class mandates.

Meet the team

Discretionary portfolio management is undertaken by an experienced team of fund managers. Your dedicated fund manager will partner with you to create and manage portfolios for your clients to ensure they reach their investment goals.

We also leverage off the skills within the greater Momentum group, giving us access to more than 80 local and global investment professionals, their research and portfolio construction capabilities.

Florbela Yates

HEAD: MOMENTUM INVESTMENT CONSULTING


BCom, CFP®

Mersey Booysen

INVESTMENT OPERATIONS MANAGER


CFP®

Bennie Crous

SENIOR PORTFOLIO MANAGER


CFA

View more

Dean De Sousa

PORTFOLIO MANAGER


Actuary

View more


The benefits of partnering with MIC

We partner with you to:

  • Create efficiencies in your practice when you may be:

    • Consolidating your investment offering across your book.
    • Retiring or exiting
    • Buying a book
    • Aligning different books within your practice.
  • Reduce the compliance burden associated with investments.
  • Manage all investment-related administration including:

    • Bulk rebalancing across your book (for those clients invested in the portfolios).
    • Checking portfolios are in line with Regulation 28 of the Pension Fund.
    • Regular feedback and customised monthly and quarterly reporting.
  • Free up your time to focus on advice and building your practice.

News and updates

Blue Chip Digital

Florbela Yates, Head of Momentum Investment Consulting, writes about the balance between being an avoider and an assertive in her monthly column.



Blue Chip | Wednesday, 4 August 2021

Blue chip journal

Florbela Yates, Head of Momentum Investment Consulting, looks into the reasons why many financial advisers partner with a Discretionary Fund Manager.


Blue Chip | July 2021

Blue chip journal

Head of Momentum Investment Consulting, Florbela Yates, writes that you should make any investment with the end goal in mind.



Blue Chip | May 2021

Cover magazine

“We continue to see the value of sticking to a solid investment philosophy, despite short-term volatility in the market.” Florbela Yates- head of Momentum Investment Consulting


Cover, pg 42 | January 2021

Blue chip journal

Head of Momentum Investment Consulting, Florbela Yates, writes about the role of offshore investing is for the South African investor.


Blue Chip, pg 18 | January 2021

Blue chip journal

Florbela Yates gives insights on how to navigate volatile market and points to consider when living
in a pandemic.


Blue Chip, pg 23 | October 2020

Blue chip journal

How do you keep a long-term view through short term volatility? Our head of Momentum Collective Investments shares her view.


Blue Chip, pg 12 | July 2020

September 2021, Market
commentary:

After seven consecutive months of positive returns, global equity markets bucked the trend in September as most major markets fell sharply.


August 2021, Market
commentary:

Upside earnings surprises, resulting in global equity markets posting their seventh consecutive positive monthly return.


July 2021, Market
commentary:

The global economic recovery waned as the rapidly spreading COVID-19 Delta variant raised fears of a bumpier path to normality.


June 2021, Market
commentary:

The global economic recovery continued into June with vaccination rates accelerating strongly across the developed world.



Florbela Yates wearing a red dress

Masterclass videos

Watch our latest Masterclass videos with Florbela Yates on AssetTV.


Want more information?

You’re a financial adviser wanting to find out more about our investment management
and implementation.

Speak to us

You’re an adviser who wants to partner with us for investment support, services and solutions.

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