Investment Matters event
Our investment capabilities, responsible investing initiatives and impact portfolios empower communities, help with a cleaner environment and good governance. Our outcome-based investing philosophy allows us to align clients’ investments with their financial goals, thereby empowering advisers and trustees to make better decisions for their clients and their members.
Our investment experts showed how we empower the future at our Investment Matters Conference held on 26, 27 and 28 October 2021, and how we construct portfolios capable of meeting our advisers and clients’ needs.
Event video presentations
Day 1
On 26 October 2021 the focus was on our investment management capabilities.
Jeanette Marais, CEO of Momentum Investments, gave an introduction. Our experts discussed future-proofing your investments, bonds, smart beta and property. Day 1 was concluded with a panel discussion on the ‘investment manager of the future’.
Momentum Investments Manifesto
Momentum Investments is a place where we work together, in partnership with our financial advisers, to create innovations that make a difference in the lives of people.
Internship
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’.
Day 2
On 27 October 2021 we focused on our alternative investments.
Sonja Saunderson, chief investment officer, gave the introduction. Our experts discussed impact investing and hedge funds. The day closed with a panel discussion on the role of alternative investments in the future.
Solar energy
Being part of a sustainable future means making responsible choices that help build a sustainable future for all and for future generations.
Women empowerment
This song was launched during Women’s Month, as part of Momentum Investments’ special event ‘Getting personal, with Jeanette Marais’, CEO of Momentum Investments.
Responsible investing
When it comes to responsible investing practices we follow an integrated approach, environmental, social and governance or ESG risks are relevant to each asset class.
Day 3
On 28 October 2021 the focus was on our outcome-based solutions.
Sonja Saunderson, chief investment officer, started the session with an introduction. Our experts discussed investing with purpose and future trends in investments. The panel discussion was on multi-asset-class solutions and integration. Theo Terblanche, executive head of investment management, ended the conference with a business update and closing.
Behavioural finance
Paul Nixon, Head of Behavioural Finance at Momentum Investments, discusses how investor behaviour can incur behaviour tax.
Student housing
We sent out a crew to one of our student housing projects to meet a few of the people whose lives we are able to touch daily.
Event presentations
and factsheets
Previous event presentations
9 November 2020
DAN MOYANE AND JEANETTE MARAIS
Welcome and introduction to the day
Dan Moyane, strategic marketing consultant for Momentum Metropolitan, and Jeanette Marais, CEO of Momentum Investments, gave a welcome and introduction to the virtual Momentum Investment Matters Conference.
Interview with Professor Thuli Madonsela
Kudzayi Ziso, portfolio solutions portfolio manager at Momentum Investments, interviews professor Thuli Madonsela.
HERMAN VAN PAPENDORP AND SANISHA PACKIRISAMY
Scenarios playing out in SA and the globe
Sanisha Packirisamy, economist, and Herman van Papendorp, head of investment research and asset allocation, discuss the different economic scenarios playing out in SA and the globe and what it means for different asset classes.
The conscious investment manager of the future
A panel discussion on the conscious investment manager of the future, hosted by Letshego Rankin, executive head: Institutional Distribution. The panel included Deon Hugo, senior director at Willis Towers Watson; Malick Badjie, managing director, head of Africa distribution at Robeco; Motlatsi Mutlanyane, head of alternative investments; Nico Marais, CEO of Wells Fargo Asset Management, and Sonja Saunderson, CIO of Momentum Investments.
THEO TERBLANCHE
Closing thoughts
Theo Terblanche, executive head of investment management, provided some closing thoughts at the virtual Momentum Investment Matters conference.
Resource centre
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