Momentum Investment Consulting

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Simple investment success

We make it easy for you to achieve your goal and help you stay invested. We’re here for you to get you there with more certainty and less anxiety, keeping you on your journey to success. A safe journey with us starts with you and your financial adviser mapping out your destination and planning the best way to get there. You get to choose from a wealth of investment options. With us, investment success is simple.

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In today’s increasingly uncertain investment landscape, to find robust and compliant fund solutions can be time-consuming and a high-risk undertaking.

That’s why we’re offering financial advisers our services and investment solutions capable of meeting their clients’ unique needs.

We provide local and global investment services. Our purpose is to create a sustainable investment proposition for financial advisers built with their clients’ objectives in mind. We offer purposefully built solutions capable of achieving particular and defined investment outcomes. Our extensive multi-mandate experience has given us access to focused investment expertise and behind-the-scenes technology.

Whether we’re looking at mandate design, asset allocation, risk management, portfolio construction, structuring and reporting – all are aimed at achieving investment goals.

Our investment philosophy

Asset allocation is the cornerstone of our investment philosophy. We construct our solutions from the optimal blend of investment mandates to achieve the desired outcomes and increase the probability of delivering the portfolio’s objective.

We use a variety of subscription and proprietary tools and systems in the modelling and portfolio construction process. Our solutions can incorporate passive and active strategies across multiple investment strategies. These can be combinations of local and global asset classes and incorporate local and global currencies. The end result is the delivery of a holistic value proposition.

Financial advisers can choose from the following services:

• Asset allocation

• Investment mandate selection

• Portfolio construction

• Attribution

• Customised reporting

We can implement solutions either through a model portfolio or a fund-of-funds structure, depending on what financial advisers prefer. We give guidance on the following for the various solutions:

• Tax benefits

• Outcomes

• Timeframes

• Costs

Momentum Investment Consulting

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Our team

More than 80 local and global investment professionals make up our team. Each member

of the team is dedicated to his/her area of expertise and the core investment consulting

team takes input from the larger team to construct the best solutions for advisers and

their clients.

Why choose us?

Some financial advisers’ clients have unique needs and require customised solutions. We offer tailor-made solutions, aligned to specific investment objectives. This is achieved by the following:

• Constructing world-class solutions to increase the likelihood that investment goals will be achieved

- over the relevant time periods and

- taking into account their tolerance for risk.

• Solutions designed for the clients’ specific needs, whether this is capital protection, liquidity or capital growth, over their specified time horizon:

- single investment managers compared to multi- manager solutions and

- model portfolios or fund of funds.

• A holistic solution through expertise in local and global markets,

- local only, global only or a combination of local and global solutions.

• Active or passive solutions, or a combination of both, allowing for further customisation.

• We are platform agnostic – we create solutions on a variety of platforms, to cater for each adviser’s preference

• We offer flexible portfolio selection that includes

- cost-effective solutions by accessing preferential and discounted portfolio pricing,

- specialist building blocks or single asset class mandates,

- an optimal blend of investment strategies,

- best-of-class and boutique investment managers,

- diversification across asset classes and

- competitively priced compared to most multi-asset class portfolios.

Investment Consulting | Client Brochure | June 2019

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Our investment consulting team members

Combined investment industry experience of more than 70 years

The investment team

Florbela Yates Head: Investment Consulting

Bennie Crous Senior Portfolio Manager

Carl Chetty Portfolio Manager

Dean De Sousa Portfolio Manager

Laurette Ndzanga Junior Analyst

Mersey Booysen Operations Manager

CIO office

Single asset class capabilitiesPortfolio construction and management

Outcome-based research

Passives and smart beta

Fixed income and specialised

strategies

Research and insight

Listed property

Outcome-based investing

solutions

Global investment management

Alternative investments

Practitioner research related

to outcome-based investing

As well as structuring and

hedgingFixed income, credit,

liability-driven investments

Macro and economic outcome-based

investing themes and strategy

Global portfolio construction and

management

Hedge funds, private equity, infrastructure

Our team

Sonja Saunderson CIOBSc, BCom (Hons), MCom

Mike Adsetts Deputy CIOBSc (Hons), CFA, MBA

Eugene Botha Deputy CIOBSc (Hons), MSc

Eugene Botha Outcome-based researchBSc (Hons), MSc

Jako De Jager HeadBCom (Hons)

Ian Scott HeadBCom (Hons)

Motlatsi Mutlanyane HeadBSc (Hons), MBA

Hamza Moosa Quantitative research analystBSc

Ronnie Bornman Portfolio ManagerBSc

Zisanda Gila Money Market Portolio ManagerBCom (Acc), Certificate in Financial Mathematics

Kamini Naidoo Portfolio managerBSc Hons, BCom Hons, CAIA, MMFI

Evan GilbertSenior research analystPHD

Nowana Sobopha Investment analystBCom (Hons), Diploma in investment analysis & portfolio management

Thami Lesito Fixed Income Portfolio ManagerBSc

Rian Smit Portfolio managerBCom (Hons), CTA,CA(SA)

Herman van Papendorp HeadMCom

Wayne Dennehy HeadBCom, BSc (Hons), FIA

Pelo Manyeneng HeadBCom, CAIA, RPE

Sanisha Packirisamy EconomistBSc (Hons), CFA, FRM

Loftie Botha Portfolio ManagerBCom (Hons). BEng MCom

Madibana Letsoalo AnalystBSc (Hons), BSc

Jean Badenhorst Head: Manager ResearchBCom (Hons)

James Klempster HeadMA (Oxon), CFA, IMC

CIO Office

Outcome-based research

Retail outcome-based solutions

Fixed income

Alternative investments

Research and insight

Passives and smart beta

Listed property

Global investments

DisclaimerMomentum Investment Consulting (Pty) Ltd registration number 2007/018275/07, FSP license number 32726, is an authorised financial services provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 37 of 2002 (FAIS Act), as may be amended and/or replaced from time to time. The company is a subsidiary within MMI Holdings Limited, a level 1 B-BBEE insurer. The information used to prepare this document includes information from third-party sources and is for information purposes only. This factsheet does not constitute any form of advice and should not be used as a basis to make investment decisions or as an offer or a solicitation to purchase any specific product. The information contained herein is based on the underlying portfolio allocation at the date of publication of the factsheet. Given that past returns may not be indicative of future returns and the value of investments will fluctuate over time, independent professional advice should always be sought before making an investment decision. The portfolio may contain shares or units in portfolios that are invested globally, which may present additional risks. The asset allocation may differ from time to time due to market movements and portfolio limitations. Although every attempt has been made to ensure the accuracy and reliability of the information provided herein, Momentum Investment Consulting (Pty) Ltd does not guarantee the accuracy, content, completeness, legality or reliability of the information contained in this factsheet and no warranties and/or representations of any kind, expressed or implied, are given to the nature, standard, accuracy or otherwise of the information provided nor to the suitability or otherwise of the information to your particular circumstances. Under no circumstances shall MMI Holdings Limited, its affiliates, directors, officers, employees, representatives or agents (the “Momentum Parties”) have any liability to any persons or entities receiving the information made available in this factsheet for any claim, damages, loss or expense, whether caused by the Momentum Parties’ negligence or otherwise, including, without limitation, any direct, indirect, special, incidental, punitive or consequential cost, loss or damages, whether in contract or in delict, arising out of or in connection with information made available in this factsheet, whether relating to any actions, transactions, omissions resulting from this information, or relating to any legal proceedings brought against you as a result of this information, and you agree to indemnify the Momentum Parties accordingly.

Momentum Investment Consulting (Pty) Ltd does not provide a guarantee on the value of the portfolio nor does it guarantee the returns of the underlying portfolios in the portfolio. The investor assumes the currency, investment, market risk, credit risk and capital are not guaranteed. A switch transaction between underlying portfolios within the portfolio will incur capital gains tax (CGT) for the investor, should the product through which the investor buys the portfolio not be CGT exempt. For details on each underlying collective investment scheme portfolio, please refer to the minimum disclosure document, which is obtainable from the relevant investment manager.

The information contained in this documents is confidential, privileged and only for the use and benefit of the intended recipient and may not be used, published or redistributed without the prior written consent of MMI Holdings Limited or the Momentum Parties. Under no circumstances will MMI Holdings Limited or the Momentum Parties be liable for any cost, loss or damages arising out of the unauthorised dissemination of this document or the information contain herein.

Momentum Investment Consulting (Pty) Ltdis an authorised financial services provider (FSP 32726) and a part of MMI Group Limited, which is a level 1 B-BBEE insurer.

Terms and conditions apply.

MMI Group Limitedan authorised financial services and credit provider

Reg No 1904/002186/06 (FSP6406)

Refer to momentum.co.za for details of the directors and company secretaries

268 West Avenue, Centurion, 0157momentum.co.za

Contact us

Talk to us+27 (0)12 671 8911

Visit ushttps://www.momentuminv.co.za

Mail usMIC.emailus@momentum.co.za

Write to usPO Box 7400 Centurion 0046