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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 a range of discretionary fund management services in South Africa with solutions designed with your clients' objectives in mind to achieve defined investment outcomes. We offer you:

  • A holistic investment value proposition aligned to your financial advice process.
  • Cost-effective 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 solutions for your clients' unique needs by offering tailor-made solutions 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 that's preparing for the Retail Distribution Review regulatory framework, our DFM services are available to category I and category II financial services 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.

Unlocking efficiencies within an adviser's business

There are many risks associated with a financial advisory business resulting from an increasingly uncertain investment landscape. Through our extensive multi-mandate experience, we have access to focused investment expertise and technology, which eliminates unnecessary risk in your business, enabling you to deliver investment solutions capable of meeting your clients' objectives.

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

Our investment 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

The portfolios are managed by a qualified and highly experienced team of portfolio managers. The team members apply their wealth of experience, quantitative and qualitative research skills, to continually monitor and optimise the portfolios.

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

Carl Chetty

PORTFOLIO MANAGER


CFA

Dean De Sousa

PORTFOLIO MANAGER


Actuary


#

Why choose Momentum Investment Consulting?

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.

Contact Momentum
Investment Consulting

We're here to answer all your questions related to our discretionary fund management capabilities and services.

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