Momentum forms Momentum Investment Consulting (MIC)

An independent, well researched scientific process with regards to the asset allocation and fund choices for investor portfolios is no longer a nice to have, it is a must have.

Momentum has recognised this growing need, which subsequently resulted in the formation of Momentum Investment Consulting (MIC).

The Service provides specialist investment consulting to select Independent Financial Advisers who seek to retain the service of a dedicated investment advisory team whose primary role is to oversee and provide assistance with investor portfolios. The service is managed on a bespoke basis with terms defined by the Financial Adviser’s exact requirements.

MIC’s key outputs:

Review of existing portfolio
1. What is the resultant asset allocation with the current fund mix?
2. Are there any particular concerns with the funds used?
3. Will minor changes enhance the portfolios’ risk/return profile?

Provision of independent Investment Consulting to a Financial Adviser’s
Investment Committee
4. Provision of detailed quantitative and qualitative research of asset classes, styles, managers and funds, both domestically and internationally
5. Due diligence on recommended managers and their funds
6. Optimal combinations of approved managers and funds to achieve out performance of portfolio benchmarks

Discretionary Management of a bespoke, tailored Portfolio
7. Domestic or International Portfolio; or a combination thereof
8. Bespoke, differentiated approach to strategic asset allocation, which provides solutions that increase the predictability of returns and reduce volatility
9. Seek the most tax efficient and cost effective structure through which the Portfolio can be managed (i.e. Collective Investment Scheme, Offshore Fund)
10. Ongoing feedback to be provided to the Financial Adviser at least monthly
11. Tailored fact sheets and investor newsletters
12. Investor seminars, if required

The Investment Consulting service is supported by the wealth of experience contained within Advantage Asset Managers and RMB Asset Management International.

Advantage Asset Managers: was formed by the merger of m Cubed Asset Management and Momentum MultiManagers and is the FirstRand’s multi-manager and investment research house. Advantage manages at least 30 different investment mandates. Its approach is quantitatively driven and aims for the optimal blend of managers to provide the best risk adjusted returns. Advantage uses the scale of its

R40bn under management to negotiate competitive rates from fund managers, which can be passed on to investors.

RMB Asset Management International: was founded in London in 1998 and currently has $3.8bn of assets under management. RMB Asset Management International tailors its approach for each asset class instead of uniformly applying pre-defined approaches to all asset classes. We analyse the exploitable inefficiencies and determine the appropriate level of active management for each asset class. Where we do not believe in active management, we employ passive strategies. This approach ensures that our investors only pay active management fees in areas where we believe it is worthwhile.