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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

Future-proofing
your investments

Herman van Papendorp (Head of Investment Research and Asset Allocation)

Bonds | The
future is fixed

Zisanda Gila (Senior Money Market Fund Manager) and Thamage Lesito (Senior Fixed Income
Fund Manager)

Smart beta | factored in

Loftie Botha (Smart beta fund manager) and Imtiaz Mohammed Alli (Smart beta co-fund manager)

Property | under construction

Lawrence Koikoi (Senior Listed Property Fund Manager) and Madibana Letsoalo (Listed Property Investment Analyst)

Let’s get impact

Motlatsi Mutlanyane (Head of
Alternative Investments)

Hedge your bets

Kamini Naidoo (Hedge Funds Fund Manager) and Rian Smit (Senior Private Equity Fund Manager)

Extend your credit

Kris Adams (Alternative Investments
Portfolio Manager)

Investing with purpose
and impact

Nina Saad (Head of Institutional Portfolio Solutions) and Malick Badjie (Managing Director, Head of Europe and Africa Institutional at Robeco)

Trending upwards

Eugene Botha (Deputy Chief Investment Officer) and Jako de Jager (Head of Retail Fund Solutions)

Momentum Social Infrastructure Fund factsheet

Momentum Diversified Infrastructure Fund factsheet

Momentum Alternative Energy Fund factsheet

Momentum Impact Fund factsheet

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.

IAN SCOTT AND ZISANDA GILA

How is fixed income in SA evolving?

Ian Scott, head of fixed income, and Zisanda Gila, money market portfolio manager, look at fixed income in SA and how it is evolving.

THAMAGE LESITO

Credit and our bond market – SA’s challenge

What are the challenges facing South Africa's credit and bond market? Thamage Lesito, fixed income portfolio manager, discussed this topic at our virtual Investment Matters conference.

WAYNE DENNEHY

How smart can an equity portfolio really be after COVID-19?

Wayne Dennehy, head of systematic strategies and structuring, discussed smart beta funds at the virtual Momentum Investment Matters.

LAWRENCE KOIKOI AND PELO MANYENENG

Is property’s place in a portfolio dead?

Pelo Manyeneng, head of property, and Lawrence Koikoi, listed property portfolio manager, discussed the role of property in a portfolio.

EUGENE BOTHA AND JAMES KLEMPSTER

How COVID-19 has changed the retirement solution for the future

Eugene Botha, deputy chief investments officer, and James Klempster director of investment management, Momentum Global Investments, discussed the retirement solution of the future at Investment Matters.

KAMINI NAIDOO AND SUDESH MOODLEY

Alternative premias – the way of the future

Kamini Naidoo, alternative Investments portfolio manager, and Sudesh Moodley, head of asset management at Eris Property Group, discussed alternative investments at Investment Matters.

MOTLATSI MUTLANYANE

Investing for a real economy

Motlatsi Mutlanyane, head of alternative investments, discussed investing for a real economy at the Investment Matters conference.

MIKE ADSETTS AND SONJA SAUNDERSON

How will impact investing change the way we invest in SA?

Sonja Saunderson, chief investments officer, and Mike Adsetts, deputy chief investments officer, discussed impact investing at the virtual Investment Matters conference held on 9 November 2020.

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.

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